Frequently Asked Questions
What is Invoice Manager?
Invoice Manager is an all-in-one billing and financial management platform that helps businesses manage customers, products, invoices, payments, expenses, and reports from one centralized dashboard.
Can I create professional invoices?
Yes. You can create professional invoices containing your business information, customer details, products or services, pricing, taxes, discounts, payment information, and other invoice details.
Can I create estimates?
Yes. You can create estimates and convert approved estimates into invoices.
Can I create recurring invoices?
Yes. Recurring invoices are designed for businesses that regularly bill customers for subscriptions, retainers, maintenance, services, or other recurring payments.
Can customers pay invoices online?
Yes, with supported payment gateway integrations. Customers can access their invoice and complete payment through the available payment methods.
Can I manage my products?
Yes. Product Management allows you to maintain product and service information including name, SKU, category, pricing, tax, and other details.
Can I import customers?
Yes. You can bulk-import customers using supported CSV import functionality.
Can I import products?
Yes. Product import allows you to add multiple products without manually creating every product individually.
Can I manage business expenses?
Yes. You can record, categorize, and monitor business expenses to understand your spending and financial position.
Can multiple users access the system?
Yes. Depending on your plan, multiple team members can access the platform with appropriate roles and permissions.
Can I control user permissions?
Yes. Role and permission management allows administrators to control access to different areas of the application.
Can I generate invoice PDFs?
Yes. Professional invoice PDFs can be generated and downloaded or shared with customers.
Can customers view invoices without logging in?
The platform can provide a secure public invoice URL, allowing customers to access their invoice through a dedicated link.
Can I see outstanding invoices?
Yes. The dashboard and reports can show outstanding amounts and unpaid invoices so you can follow up with customers.
Can I track payments?
Yes. Payment records can be associated with invoices so you can monitor paid, pending, and outstanding amounts.
Is my business data secure?
The platform is designed with security, access control, backups, and reliable cloud infrastructure in mind. Your exact security and backup capabilities should be described according to the hosting and application configuration you provide.
Is Invoice Manager suitable for small businesses?
Absolutely. It is designed to be useful for freelancers, startups, agencies, service providers, small businesses, and growing organizations.