Invoice Details
Customer Details
Invoice Items
Invoice Preview
| # | Item | Qty | Price | Tax % | Item Total | Amount |
|---|
InvoicePro – How To Use Guide
🚀 Getting Started
Save the HTML file on your computer
Open it in any modern web browser (Chrome, Firefox, Edge, etc.)
No installation required – it works directly in your browser
📝 Basic Invoice Creation
Company Information
Upload Logo: Click “Upload Logo” to add your company logo
Company Details: Fill in your company name, business field, address, phone, and email
All data auto-saves in your browser
Customer Information
Enter customer name, address, contact details
These will appear in the “Bill To” section
Invoice Details
Invoice Number: Auto-generated but can be customized
Dates: Invoice date (auto-today) and due date (auto-15 days later)
Payment Link: Add UPI ID or payment gateway link
🛍️ Adding Items
Item Management
Add Items: Click “Add Item” button to add multiple products/services
Item Details:
Item Name: Wide column for full product names
Quantity: Enter number of units
Price: Per unit price
Tax %: Tax percentage for each item
Automatic Calculations: Total calculates instantly when you enter quantity/price
Remove Items: Click trash icon (enabled when multiple items exist)
Totals & Discounts
Subtotal: Sum of all items
Tax: Total tax calculated automatically
Discount: Enter fixed amount discount
Grand Total: Final amount after all calculations
🎨 Customization Options
Templates & Themes
4 Templates: Simple, Modern, Professional, Minimal
Color Themes: 4 preset colors (Blue, Purple, Pink, Cyan)
Dark Mode: Toggle between light and dark themes
Font Selection: Choose from 4 different fonts
Multi-Language Support
12 Languages: English, Hindi, French, Arabic, and more
Auto-translate: All labels update instantly
Perfect for international clients
Multi-Currency
11 Currencies: USD, INR, EUR, GBP, JPY, and more
Auto-formatting: Currency symbols and formatting applied automatically
📊 Preview & Export
Real-time Preview
Live updates as you type
Professional layout with centered company info
QR Code automatically generated for payment links
Export Options
Download PDF: High-quality A4 format PDF
Export Image: PNG format for sharing
Print: Direct printing with optimized layout
10+ items fit perfectly on single A4 page
⚡ Advanced Features
Digital Signature
Upload digital signature for professional look
Appears in the signature section
Branding Settings
Save your company branding for future use
All preferences remembered automatically
Responsive Design
Works perfectly on desktop, tablet, and mobile
Automatic layout adjustment for different screens
🔧 Quick Tips
Best Practices
Fill company info first for consistent branding
Use descriptive item names for clarity
Set proper due dates to avoid confusion
Add payment links for faster payments
Preview before exporting to check formatting
Time Savers
Auto-save: No need to manually save
Auto-calculate: No manual math required
Template memory: Remembers your last used template
Currency conversion: Switch currencies anytime
❓ Troubleshooting
Common Issues
PDF too long? – The layout is optimized for 10+ items per page
Calculations wrong? – Check quantity and price fields
Preview not updating? – Make sure all required fields are filled
QR code missing? – Add a payment link first
Support
All data stays in your browser – completely private
No internet required after initial load
Works offline once loaded
💡 Pro Tips
Save as template: Keep a blank version with your company info
Use dark mode for reduced eye strain during night work
Experiment with templates to find your brand style
Multiple currencies great for international clients
QR codes make mobile payments easier for customers
That’s it! You’re ready to create professional invoices in minutes. The tool does all the hard work – you just fill in the details! 🎉
Need help? Everything is designed to be intuitive, but remember you can always come back to this guide!