Billing & Upgrade 6 How do I Upgrade My Envoicia Account? What Are the Envoicia Pricing Details? How to View Billing History How to Update Payment Method How to Upgrade or Downgrade Your Plan
Estimates 5 What are Items and Services How to Create an Estimate How to Customize Estimate Templates How to Send Estimates to Clients How to Manage Estimates
Expenses 7 How to Create a New Expense How to Import Expenses in Bulk Understanding Expenses How to Categorize Your Expenses How to Attach Receipts to Expenses
Invoicing 10 How to Create an Invoice How to Customize and Change Invoice Template What are Items and Services How to Send Automated Payment Reminders to Clients What Are Payment Schedules and How to Use Them?
Payments 4 How to Record a Payment How to Send Payment Receipts How to Set Up Payment Gateways (Stripe, PayPal, Square) How to Refund a Payment
Projects 6 What Are Projects? How to Create a New Project in Envoicia How to Assign Team Members to a Project How to Add and Manage Tasks in a Project How to Set Project Budget and Billing Type
Reports 5 What is an Invoice Report What is Payment Report What is an Expense Report Understanding the Items Sale Report Understanding the Time Tracking Report
