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UI Tour

  1. Dashboard

    See totals, counts, and recent invoices. Use it as a quick health check.

  2. Invoices

    List, search, and filter. Create new invoices. Open any invoice to edit, publish, mark sent/paid, duplicate, or delete.

  3. Customers

    Manage customers. Creating a customer requires a name. Deletion is blocked when invoices exist.

  4. Settings

    Configure business details, logo, highlight color, payment notes, and default template. Manage templates here.

  5. Public Links

    Publish an invoice to generate a shareable link for HTML/PDF.