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Getting Started

2
  • Creating Your Account
  • Setting Up Your Business Profile
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Clients

2
  • How to Add a New Client
  • How to Import Clients in Bulk
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Invoicing

10
  • How to Allow Partial Payments on Invoices
  • How to Bill Tracked Time to an Invoice
  • How to Create an Invoice
  • How to Create Invoices in Different Currencies
  • How to Customize and Change Invoice Template
  • How to Manage, View, and Track All Your Invoices
  • How to Record a Payment
  • How to Send Automated Payment Reminders to Clients
  • What are Items and Services
  • What Are Payment Schedules and How to Use Them?
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Estimates

5
  • How to Create an Estimate
  • How to Customize Estimate Templates
  • How to Manage Estimates
  • How to Send Estimates to Clients
  • What are Items and Services
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Payments

4
  • How to Record a Payment
  • How to Refund a Payment
  • How to Send Payment Receipts
  • How to Set Up Payment Gateways (Stripe, PayPal, Square)
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Expenses

7
  • How to Attach Receipts to Expenses
  • How to Categorize Your Expenses
  • How to Create a New Expense
  • How to Import Expenses in Bulk
  • How to Link Expenses to Projects or Clients
  • How to Reimburse your expense
  • Understanding Expenses
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Teams

4
  • How to Remove or Deactivate a Team Member
  • How to Switch Between Workspaces (Businesses)
  • Understanding User Roles in Envoicia
  • What are Permissions by Role
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Projects

6
  • How to Add and Manage Tasks in a Project
  • How to Assign Team Members to a Project
  • How to Create a New Project in Envoicia
  • How to Monitor Project Progress and Status
  • How to Set Project Budget and Billing Type
  • What Are Projects?
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Time Tracking

3
  • How to Bill Tracked Time to an Invoice
  • How to Track Time in Envoicia
  • What Is Time Tracking in Envoicia?
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Reports

5
  • Understanding the Items Sale Report
  • Understanding the Time Tracking Report
  • What is an Expense Report
  • What is an Invoice Report
  • What is Payment Report
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Settings

5
  • How to Customize Email Templates
  • How to customize Invoice or Estimate Number Prefix
  • How to Customize the Platform Appearance
  • How to Update Your Company Profile
  • Managing Email & Push Notification Preferences
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White Label

4
  • How to Configure Custom SMTP for Emails
  • How to Customize the Platform Appearance
  • How to Remove Envoicia Branding
  • What Is the White Label Feature in Envoicia?
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Billing & Upgrade

6
  • How do I Upgrade My Envoicia Account?
  • How to Cancel Your Subscription
  • How to Update Payment Method
  • How to Upgrade or Downgrade Your Plan
  • How to View Billing History
  • What Are the Envoicia Pricing Details?
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Reports

How to generate reports for payments, time tracking, projects, etc.

  • Understanding the Items Sale Report
  • Understanding the Time Tracking Report
  • What is an Expense Report
  • What is an Invoice Report
  • What is Payment Report

Your all-in-one business solution for effortless invoicing, project management, and time tracking, create professional invoices & get paid faster.

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