Help Center
Answers to common questions about creating invoices, sharing, downloading PDFs, and managing your account. For a deeper introduction to invoicing, read the Invoicing Guide.
Do I need an account to create an invoice?
No. You can create and download a PDF invoice without signing up. Creating an account lets you save invoices to your dashboard, track payment status, and access them from any device.
Is InvoiceFlow free to use?
Yes. Creating invoices, downloading PDFs, and sharing links are all free. An account is free to create.
How do I create my first invoice?
Open the invoice editor, fill in your details and your client's details, add your line items, and click Download PDF. That's it. If you want to save it, create an account and click Save.
How do I add multiple line items?
In the editor, click "Add item" under the line items section. Each item has a description, quantity, and unit price. The total updates automatically.
Can I change the invoice template or design?
Yes. Use the Template Style selector at the top of the editor to switch between available designs. Your choice is saved with the invoice.
How do I change the currency?
Use the Currency dropdown in the editor. It updates all amounts and formatting across the invoice preview immediately.
Can I edit an invoice after saving it?
Yes. Open any saved invoice from your dashboard and make changes in the editor. Click Save to update it.
How do I download a PDF?
Click the Download button (arrow icon) in the editor header or the mobile toolbar. The PDF is generated from the live preview and saved directly to your device.
How do I share an invoice with a client?
Click the share button (link icon) in the editor. If you are logged in, it generates a read-only link your client can open in their browser without any account. If you are a guest, it creates an editable copy they can view and download.
What does the read-only share link do?
A read-only link shows your client the invoice preview exactly as it appears in your editor. They cannot make changes. The link stays active as long as the invoice exists in your account.
Can I re-generate a share link?
No, the link is permanent for each invoice. Sharing it again gives you the same URL.
How do I see all my invoices?
Go to your dashboard. All saved invoices are listed there, sorted by most recent. You can filter by paid or unpaid status.
How do I mark an invoice as paid?
On the dashboard, click "Mark paid" next to the invoice. The status badge updates immediately. You can toggle it back to unpaid at any time.
How do I delete an invoice?
Open the invoice from your dashboard, then click the trash icon in the editor header. A confirmation dialog will appear before anything is deleted. Alternatively, use the trash icon directly from the dashboard.
Are my invoices saved automatically?
Your draft is saved to your browser automatically as you type. To save it to your account across devices, click the Save button (floppy disk icon) while logged in.
What is the invoice assistant?
The invoice assistant is a guided chatbot on the home page that helps you build an invoice through a short conversation. It asks for your details, client info, and line items, then creates a ready-to-download invoice.
Does the assistant save my invoice?
If you are logged in, the assistant automatically saves the invoice to your dashboard when it is complete. If you are a guest, it creates a shareable link you can open in the editor.
Can I edit the invoice the assistant creates?
Yes. Once the assistant creates the invoice, click the link it provides to open it in the full editor, where you can change anything before downloading.
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