Find answers to common questions and learn how to make the most of InstaInvoice
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Navigate to the Invoices page, click "New Invoice", select or add a client, fill in the details, and save. Your invoice will be automatically numbered and formatted professionally.
Yes! When creating an invoice or quote, simply select "+ Add New Client" from the client dropdown. A modal will open allowing you to add the client without leaving the invoice page.
Complete your business settings with your business name, address, contact details, tax information, and banking details. This ensures all your invoices contain the required information.
Once a quote is accepted, open the quote detail page and click "Convert to Invoice". All details will be automatically transferred to a new invoice.
Pro users can customize invoice templates with their branding. Free users have access to professional default templates that comply with PNG business standards.
Open the invoice detail page and click "Record Payment". Enter the payment amount, date, and any notes. The invoice status will automatically update.
You can edit draft invoices before sending. For sent invoices, create a credit note or new corrected invoice to maintain proper audit trails as required by BPNG.
The Clients page shows all your clients with their payment history. Click any client to view detailed information, invoices, quotes, and outstanding balances.
Yes, each client profile has a notes section where you can add custom information, preferences, or important reminders.
Your dashboard shows outstanding amounts by client. The Invoices page can be filtered to show only unpaid invoices, sorted by due date.
InstaInvoice supports PGK (Papua New Guinea Kina), AUD, USD, NZD, and other major currencies. Set your primary currency in Settings.
Go to the Expenses page and click "Add Expense". Categorize your expenses, attach receipts, and flag tax-deductible items for easier tax preparation.
Yes, the Reports section includes GST reports showing your tax collected and paid, suitable for Business Activity Statement (BAS) submissions to PNG IRC.
Go to Settings > Business Settings and add your bank account details. These will appear on your invoices as payment instructions for clients.
InstaInvoice provides Profit & Loss statements, Balance Sheets, and Cash Flow reports. All reports can be exported as PDF files.
All reports are generated in real-time based on your current data. Any new invoices, payments, or expenses are immediately reflected.
Yes, export reports as PDF files and share them via email. All reports follow PNG accounting standards and include necessary details for tax preparation.
Visit the Subscription page from your user menu or Settings. Pro subscriptions offer unlimited invoices, custom branding, and priority support for PGK 100/month.
Yes, all data is encrypted with AES-256 encryption, stored securely in the cloud, and backed up daily. We comply with international data protection standards.
Yes, you can export invoices, reports, and client data as PDF or CSV files. This ensures you always have access to your business records.
Go to Settings > Business Settings and customize your invoice prefix and numbering format. Changes apply to new invoices only.
Our support team is ready to assist you with any questions