Help Topics

This section provides detailed explanations for specific features and settings within Simple Invoices.

Browse the sidebar to find help on:

  • Invoice types and when to use each
  • Custom fields and how to configure them
  • System and invoice preferences
  • Tax rate configuration
  • Payment type setup
  • User roles and permissions
  • Database backup procedures
  • Email configuration
  • Product attributes
  • Currency management
  • Recurring invoices

Click the ? icons throughout the application to open context-sensitive help modals for the specific feature you're using.