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Search our knowledge base for guides, tutorials, and answers to common questions.
Getting Started
Learn the basics of setting up and using Invoice Buddy.
Invoicing & Quotes
Everything you need to know about creating and sending invoices.
- Creating a New Invoice from Scratch
- Editing an Existing Invoice
- Previewing and Downloading an Invoice as a PDF
- Duplicating a Past Invoice
- Managing Your Invoice List
- Creating and Sending a New Quote
- Converting a Quote into an Invoice
- Managing and Tracking Quote Status
- Creating Reusable Line Items/Products
- Adding Pre-saved Items to an Invoice/Quote
- Upgrading to Invoice Buddy Pro
- Using "Boss Mode" / Invoice Follow-ups (Pro)
Billing & Subscriptions
Manage your plans, payments, and billing details.
Account Settings
Update your profile, business details, and preferences.
Troubleshooting
Solutions to common issues and errors.