Documentation

Everything you need to get started with InvoiceBlitz — from creating your first invoice to automating recurring billing.

Quick Setup

Get up and running in three steps.

1

Create your free account

Sign up at InvoiceBlitz — no credit card required. You get immediate access to create invoices, manage clients, and download PDFs.

2

Set up your company details

Go to Settings → Defaults to add your company name, address, phone number, and tax ID. These appear on every invoice you create.

3

Create your first invoice

Click Invoices → Create Invoice from the sidebar. Add a client, line items, and hit save. Download as PDF or email it directly.

Dashboard

Your dashboard gives you a bird's-eye view of your business — total revenue, outstanding invoices, and recent activity at a glance.

Invoices

Create professional invoices in minutes. Add line items, taxes, discounts, and shipping — then download as PDF or email directly to your clients.

Creating an Invoice

Navigate to Invoices → Create Invoice from the sidebar. Fill in client details, add line items with quantities and rates, and configure tax or discount.

Managing Invoices

Your invoice list shows all invoices with their status (draft, sent, paid, overdue). Filter, search, and sort to find any invoice quickly.

Invoice Actions

PDF Preview

Every invoice generates a clean, professional PDF with your company branding, line items, totals, and payment details.

Estimates & Quotations

Send professional quotes to clients before starting work. Estimates use the same line-item structure as invoices but are clearly marked as non-binding quotations.

Creating an Estimate

Navigate to Estimates → Create Estimate. The form works just like invoices — add a client, line items, taxes, and notes. Save as draft, download as PDF, or email to your client.

Managing Estimates

Track all your estimates with statuses like draft, sent, accepted, and declined. Edit, download, or resend any estimate from the list view.

Clients

Keep all your client details organized in one place. Add names, emails, addresses, and phone numbers — then select them instantly when creating invoices or estimates.

Adding a Client

Go to Clients → Add Client. Enter their name, email, billing address, and phone number. You can also add clients inline while creating an invoice.

Client List

View all your clients with contact info and total invoice count. Click any client to edit their details.

Items

Build a catalog of your services and products. Save items with descriptions and rates so you can add them to invoices with a single click.

Managing Items

Go to Items from the sidebar. Add your services or products with a description, rate, and unit (hourly, per item, flat rate, etc.). When creating an invoice, select saved items to auto-fill line items.

Recurring Invoices

Automate your billing with recurring invoices. Set up a schedule and InvoiceBlitz will automatically generate and send invoices at your chosen interval.

Setting Up a Schedule

Go to Recurring from the sidebar. Create a new schedule by selecting a client, adding line items, and choosing the frequency — weekly, monthly, quarterly, or yearly.

How It Works

Settings

Customize InvoiceBlitz to fit your business. Set up your company info, configure defaults, manage your subscription, and secure your account.

Profile

Update your name and email address. Your profile info appears in account-related communications.

Company Defaults

Set your company name, address, phone, email, and tax ID. Configure default currency, invoice prefix, and starting invoice number.

Free Invoice Generator

Need a quick invoice without creating an account? Use our Free Invoice Generator to create and download a professional PDF invoice instantly.

How It Works

Fill in your company details, client info, and line items directly in the browser. Click "Generate PDF" and download your invoice — no sign-up required.

Free Tool vs Free Account