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Getting Started

2

Creating Your Account
Setting Up Your Business Profile

Clients

2

How to Add a New Client
How to Import Clients in Bulk

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?

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

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)

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

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

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?

Time Tracking

3

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

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

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

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?

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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Understanding User Roles in Envoicia

Understanding User Roles in Envoicia

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Updated on July 23, 2025

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