Help
Step-by-step guides — for everything in Invobookz that is not obvious by itself.
Getting started
Create your account and try it for 14 days
From the first form to the trial: what you enter, what happens next and what you choose along the way.
Read →Setting up your company
Three things before the first invoice — company details, service type, sender address; the last two are already filled in — and two you can adjust later: template and number range.
Read →Your first invoice
Add the customer, write the invoice, finalise and send it — and what to do if something is wrong afterwards.
Read →Emails from your own domain
How invoices and reminders come straight from your address instead of via invobookz.com — and which DNS records that needs.
Read →Team and roles
Whom to bring into your company, what each role may do and how an invitation works.
Read →Day to day
Capturing receipts
Upload purchase invoices and receipts, drop them in by email or photograph them with your phone — and when a receipt counts for input VAT.
Read →Reconciling with your bank statement
Every line of the bank statement gets its counterpart — an invoice, a receipt or a reason. That shows you what is paid and which receipt is missing.
Read →Payment reminders
When an invoice is overdue, which stages there are and how much Invobookz does for you — from “just tell me” to “send it myself”.
Read →Quotes
Write a quote, send it, let the customer accept it online and turn it into an invoice.
Read →Reports, accountant package and export
What the reports show, what is in the package for your accountant and how to take all your data with you.
Read →VAT and VIES returns (Cyprus)
How Invobookz calculates the VAT return and the VIES statement from your documents, what blocks a return and how it gets into the Tax For All portal.
Read →Moving to Invobookz
Moving from Lexware Office
Bring customers, suppliers, items, invoices, credit notes, quotes and expenses with their PDFs into Invobookz — with an API key that can only read.
Read →Moving from sevDesk
Bring customers, suppliers, items, invoices, cancellations, credit notes, quotes and expenses with their PDFs into Invobookz — with the API token from your sevDesk account.
Read →Moving via CSV
Take over customers, invoices and line items from any other program — with three CSV files and a dry run.
Read →Payments and subscription
Payment link on the invoice: connecting Stripe
Every finalised invoice gets its own payment link — the money goes straight to your Stripe account. Premium plan only.
Read →Plans, cancellation and data export
Which plans there are, how to try, pay and cancel — and what happens to your data afterwards.
Read →Support
Not found what you are looking for? In Invobookz, click Support at the bottom left — we answer in the app.