Search our documentation or ask anything — our AI will find the answer.
Learn how to sign up, complete your profile, and set up your business details.
A tour of the Invoice For Me dashboard and where to find everything.
Step-by-step guide to creating and sending an invoice to a client.
What Draft, Sent, Viewed, Paid, and Overdue mean for your invoices.
Automate billing with recurring invoices that send on a schedule.
Upload a PDF, place signature fields, and send it to one or more signers.
Share any document as a view-only secure link with PIN protection, watermarks, and expiration dates.
Understand what's included in the Certificate of Completion and how the audit trail works.
Add a mandatory 6-digit PIN to any shared document for an extra layer of access control.
Our support team typically responds within a few hours. Or, try asking our AI search above — it reads the entire manual.
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