Simple Invoices

    First Run

    After installing Simple Invoices and logging in for the first time, here's what you'll see and what to do next.

    Dashboard

    After logging in, you'll land on the Dashboard. The dashboard provides an overview of:

    • Total invoices, payments, and revenue
    • Recent invoices and their status
    • Charts showing revenue trends and debtor aging

    The top navigation bar provides access to all modules:

    MenuPurpose
    HomeReturn to the dashboard
    InvoicesCreate and manage invoices
    PaymentsRecord and track payments
    PeopleCustomers, Billers, and user accounts
    ProductsProduct catalog and inventory
    ReportsSales, payments, and financial reports
    SettingsSystem configuration and preferences

    First Steps

    1. Configure your company: Go to Settings → System Preferences to set your company name, address, and defaults
    2. Add billers: Go to People → Billers to add one or more billing entities
    3. Add customers: Go to People → Customers to add your clients
    4. Add products: Go to Products → Manage Products to add your services or goods
    5. Create your first invoice: Go to Invoices → New Invoice

    Roles & Permissions

    Simple Invoices supports multiple user roles:

    RoleDescription
    AdministratorFull access to all features and settings
    Domain AdministratorManages users and domains
    UserStandard access to invoices, payments, customers
    CustomerPortal access for viewing own invoices and making payments
    BillerAccess limited to their own invoices and customers