Guides

Use these guides to configure Invoice Builder and tailor document output to your workflow.

Note

The interface is fully responsive and works well on resizable windows, making it suitable for users on Linux tiling window managers, small screens, or any desktop setup.

Getting started

• Database creation & connection
• Settings

Master data

These screens share the same create/read/update/delete, filter, sort, and import/export behavior - see Common Screen Patterns for the shared pattern, and each page below for what's unique to it.

• Businesses
• Banks
• Presets
• Clients
• Categories
• Units
• Currencies
• Items
• Style profiles

Documents

• Layouts
• Quotes
• Invoices
• Reports
• e-invoices

For the layout JSON schema reference, see Invoice Layout JSON. Browse the layout examples for ready-made V2 schemas.