Help & guide

1. 1Open the app and press Continue with Google. Your data is encrypted (AES-256) and opens on any device where you sign in with the same Google account. Prefer a user ID and password? That works too – or skip and add a login later in Settings → Security.
2. 2Go to Settings → Business profiles and fill in your business name, address, GSTIN/VAT, bank details, logo, signature and stamp. Pick your business type.
3. 3Add your first client (Clients → + New client) – or just type a new client while creating a quotation.
4. 4Create a quotation from Quotations or an invoice with + New invoice, then download the PDF or send it on WhatsApp / email.
5. 5Press Connect Google Drive (Settings → Data & backup) so the same data appears on your laptop, phone and every browser.

Dashboard

1. 1Settings → Business profiles → Edit. Add more profiles if you trade under more than one name or GSTIN.
2. 2Business type decides which quotation templates and options you see. An IT company gets milestones and optional add-ons; a solar EPC gets Supply / Installation sections, prices including GST and a 25/70/5 payment schedule. You can still switch any option on per document.
3. 3Company stamp / seal: upload a scan or photo (600 × 600 px or larger). It is kept in HD (up to 1600 px). Tap Remove white background for a clean, transparent stamp. Choose whether it prints on invoices & quotations and on letters.
4. 4Signature: also kept in HD, with the same background remover.
5. 5Pick your brand colour, default document design and default letterhead.

Settings › Business profiles

Settings › Business profiles

1. 1Open Quotations. Templates for your business type appear first (“Show all industries” shows the rest).
2. 2Pick one – e.g. Solar, IT & software, Construction, Interior, Trading, Events, Logistics, AMC, Consulting, Training or General.
3. 3Choose the client, adjust lines and prices, and press Save & finalise (Ctrl + S).
4. 4Track every quote: open, accepted, declined, expiring soon, and when you last followed up. Convert to invoice in one click – only the optional items the client chose are carried over.

Quotations

Quotations › Edit

• Type-ahead
  Type a few letters – saved services and anything you billed before appear with price, HSN/SAC and tax. Press Enter to fill.
• ☆ Save as service
  Star a line to reuse it on any document.
• Details
  “+ details” adds specification lines printed under the item.
• Drag to reorder
  Drag ⠿ (or press ↑ / ↓). The app then keeps your order; “Sort A–Z” switches back.
• Sections
  Group lines under headings like Supply / Installation with subtotals.
• Optional items
  Add-ons on a quote that aren’t in the total until the client picks them.
• Product photos
  A small photo on each line – great for furniture, interiors and trading.
• Line discount & prices incl. tax
  Discount % per line; type GST-inclusive prices and the taxable value is worked out, with CGST/SGST per rate.

New invoice

1. 1Open a quotation → Send approval link. Check the message and press WhatsApp or Open in email app.
2. 2The client sees your quotation, ticks optional items, types their name and taps Accept on WhatsApp or Accept by email.
3. 3When the reply arrives, tick the options they chose and press Mark accepted.
4. 4Not heard back? Follow up on the Quotations page sends a polite reminder with the link again.

Quotation › Send approval link

1. 1In the editor, turn on Payment schedule and set the stages (e.g. 25% advance, 70% before dispatch, 5% on commissioning).
2. 2Open the saved quotation – each stage has an Invoice stage button. The invoice is created with every line at that stage’s share.
3. 3Invoiced stages show their invoice number, so nothing is billed twice.

Quotation

• Tax is chosen for you from where the client is: CGST + SGST in your state, IGST outside, export (LUT) abroad.
• Record payment (with TDS), send payment reminders, issue credit notes, and see what’s overdue on the dashboard.
• Merge several invoices for one client – the new invoice gets a combined number like AS/2026-27/12-13.
• Month-end billing run bills every retainer and logged sale in one go.
• Designs: Executive, Royal, Modern, Elegant (premium) and GST Standard, Clean, Classic, Minimal, Corporate, Compact (simple).
• Import past invoices from PDF, scans, Excel or CSV – the table, client, tax and totals are read automatically.

Invoice › Preview

1. 1Open Letterhead, pick one of 8 designs (Executive, Modern Wave, Sidebar, Royal, Corporate, Classic, Minimal, Centred) and press Write – or Blank PDF for printing.
2. 2Start from a ready-made letter: quotation cover letter, payment reminder, work completion certificate, offer letter, experience certificate, NOC and more. Client and document details are filled in.
3. 3Add your signature, HD stamp, a QR code (website or Google reviews) and a faint logo watermark. Long letters repeat the letterhead on every page.

Letterhead

Letterhead › Letter

Running your own copy of the app on your own domain? Then create your own Google OAuth Client ID once, as below (about 5 minutes). If the box for a Client ID doesn’t appear in Settings, the site already has one built in.

1. 1Go to console.cloud.google.com and sign in with the Google account whose Drive you want to use. Open the project menu → New project → name it “Invoice Studio” → Create.
2. 2APIs & Services → Library → search Google Drive API → Enable.
3. 3Google Auth Platform (called “OAuth consent screen” in older consoles) → Get started: app name “Invoice Studio”, your support email, audience External, your contact email → Create. Then under Audience → Test users add every Gmail address that will use the app (or press Publish app).
4. 4Clients (or Credentials → Create credentials → OAuth client ID) → Application type Web application → under Authorised JavaScript origins add the exact address you open the app on, e.g. https://your-invoice-site.com (no path, no trailing slash). Add http://localhost:3000 too if you run it on your computer → Create.
5. 5Copy the Client ID (it ends with .apps.googleusercontent.com). You don’t need the client secret.
6. 6In the app: Settings → Data & backup → Google Drive sync → paste the Client ID → Connect Google Drive → choose your account → Allow.
7. 7On your other devices, open the same site and press Connect Google Drive with the same Client ID and Google account. If you use a login, sign in with the same user ID and password to unlock the synced data.

Settings › Data & backup

• Login with Google (Settings → Security): your data is encrypted, and opens on any device where you sign in with the same Google account. Add family or staff the same way.
• Login with a user ID and password: also encrypts everything on this device, in Google Drive and in backups. There is no password reset – write it down, or add Google sign-in as a spare way in.
• Your account (Settings → General): your plan and renewal date. Only your account details reach our server – never your invoices.
• Download backup (Settings → Data & backup) saves one .json file you can restore anywhere.
• Auto-backup file (Chrome / Edge): pick a file in your Google Drive / OneDrive / Dropbox folder and every change is written to it.
• Recycle bin: deleted items stay for 30 days and can be restored.

• Ctrl/⌘ + K – search everything and jump anywhere
• Ctrl/⌘ + S – save the document or letter
• Ctrl/⌘ + B – collapse the sidebar
• Settings → General → rename the tool to your own brand
• Install it like an app: browser menu → “Install” / “Add to Home screen”
• Works on phones – share PDFs straight to WhatsApp