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Welcome to ExpressInvoice.app!
ExpressInvoice.app is a simple, fast, and free tool for creating professional invoices directly in your
web browser. There's no need to create an account or sign up for any service. Your invoice data stays
with you, cleverly stored in the page's URL. You "save" your invoices by simply bookmarking the page!
This guide will walk you through everything you need to know to get the most out of ExpressInvoice.app.
Getting Started: Your First Invoice (The Invoice Editor)
When you open ExpressInvoice.app, you'll see the main invoice editor. This is where you'll build your
invoice. Most fields are clickable and editable.
-
Invoice Details (Top Right)
- Invoice Title: Defaults to "INVOICE" but you can change it (e.g., "Estimate", "Quote",
"Proforma Invoice").
- Invoice #: A unique number is automatically generated. You can edit this.
- Date: The issue date, defaults to today. Changeable via date picker.
- Due Date: Set when payment is due. Uses a date picker.
- Reference #: Optional field for PO numbers or other references.
-
Your Company Logo (Top Left)
- Click "Choose Logo..." to upload. Supported: PNG or SVG.
- IMPORTANT: Keep logo file size small (under 200KB recommended)! Large
images can make the URL too long for saving/loading.
- Changing/Removing: A "Remove Logo" button appears if a logo is present. Or,
upload a new file to replace.
- "From" Section (Your Details): Fill in your company name, address,
email, phone, website.
- "To" Section (Your Client's Details): Enter client's name, address,
contact info. Use "Attn:" for a specific person.
-
Line Items
- Click "Add Item" to add services/products.
- Item & Description: Name of service/product. Larger box below for optional
details.
- Rate: Price per unit.
- Qty: Quantity.
- Discount: Apply a fixed amount or percentage discount per line item.
- Amount: Automatically calculated (Rate × Qty - Discount).
- Removing: Click the red X button on the item row.
- Notes & Payment Details (Below Items, Left): Add general notes or
payment instructions (bank details, PayPal).
-
Summary Section (Below Items, Right)
- Currency: Select from the dropdown (USD, EUR, GBP, etc.).
- Discount (Overall): Apply a fixed or percentage discount to the subtotal.
- Tax Rate (%): Enter your tax rate (e.g., "10" for 10%).
- Tax Amount: Automatically calculated.
- Total: The final amount due.
- Additional Details (Custom Fields - Below Notes/Summary): Up to three
key-value pairs for extra info (e.g., "Project Manager: Jane Doe"). Only fields with a "Label"
appear on the PDF.
- Terms & Conditions and Payment Status (Bottom): Specify payment terms
and select invoice status (Unpaid, Paid, etc.).
- Branding Footer: Invoices include a small "Created using
ExpressInvoice.app" notice.
Saving Your Invoice: The Bookmark Method
ExpressInvoice.app stores all invoice information (including logos) encoded in the page's URL.
- How to "Save": Bookmark the current page in your web browser.
- The "Save Invoice" Button: Clicking this opens a modal reminding you of keyboard
shortcuts:
- Mac: Cmd + D
- Windows/Linux: Ctrl + D
You can also copy the full URL.
- IMPORTANT: Managing Versions & Bookmarks: If you edit an invoice and bookmark it
again, it creates a NEW bookmark. To avoid duplicates, **DELETE the old bookmark** before saving the
updated version. (Our upcoming browser extension will help with this!)
Loading a Saved Invoice
Open your browser's bookmarks and click the saved invoice link. The editor will populate with the data.
Creating a "New Invoice"
Click "New Invoice" in the toolbar. A confirmation will ask you to save current work. If confirmed, the
form resets, and a new unique ID appears in the URL.
Saving as PDF (Sending to Clients)
- Complete your invoice.
- Click "Save as PDF" in the toolbar.
- Your browser will generate and download a PDF.
- **Send THIS PDF to your client.**
- Important: For privacy, **DO NOT share the ExpressInvoice.app URL (editor link)
with clients.**
Managing Your Profile (Pre-filling Common Information)
Save frequently used details (logo, sender info, payment details, currency, terms, custom fields) as a
Profile. This profile is stored in your browser's local storage (specific to your current computer and
browser).
- Saving Profile: Fill an invoice with desired defaults. Click "Save Profile" in the
toolbar. A modal appears with checkboxes for sections to include. Click "Save Profile" in the modal.
You can update it by clicking "Save Profile" again. There's only one profile.
- Loading Profile: Click "Load Profile." After confirmation, saved details populate
the current invoice.
- "Load Profile" Button Highlight: If a profile is saved, this button is highlighted
when you start a new invoice or load the app without specific invoice data in the URL.
Working Across Devices & Browsers
- Invoice Data (Bookmarks):
- Syncing: Use browser bookmark syncing (Chrome Sync, Firefox Sync, etc.) to
access invoices on other devices.
- Manual Transfer: Copy the full invoice URL and send it to another device
(email, notes app), then open and bookmark it there.
- Profile Data (Local Storage): Your Profile **DOES NOT sync** automatically. Set it
up individually on each browser/device.
Troubleshooting & Important Notes
- URL Length Warning: If you see this, your URL is very long (often due to a large
logo or very long text).
- Solutions: 1. Reduce logo file size (main cause, aim for <100KB, max
200KB). 2. Shorten text in long fields.
- Clearing Browser Data: Clearing "Cookies and other site data" will delete your
saved Profile. Clearing bookmarks deletes saved invoices.
- Incognito/Private Browsing: Bookmarks/Profiles saved in private sessions are
usually deleted when the private window closes. Use regular browser windows for persistence.
Frequently Asked Questions (FAQs)
- Q: Is my data secure with ExpressInvoice.app?
- A: Your invoice data is not sent to our servers. It's stored in your browser (via bookmarks for
invoices, local storage for profiles). Security depends on your device/browser security and how you
manage your data. We don't access your invoice contents.
- Q: Can I use ExpressInvoice.app offline?
- A: Once the main page loads, you can generally create/edit offline. Saving (bookmarking) might
depend on your browser. PDF generation is done offline in your browser.
- Q: What if I need more than the 3 custom fields?
- A: Currently, we offer three. We may consider more based on feedback.
- Q: Why does the "Save Invoice" button just show instructions to
bookmark?
- A: Browsers prevent sites from creating bookmarks directly for security. The modal guides you
through your browser's standard bookmarking process.
- Q: How should I send an invoice to my client?
- A: Always use "Save as PDF" and send the PDF file. Never send the editor URL.
- Q: My saved Profile isn't on my other computer/phone. Why?
- A: Profiles are in local storage, specific to one browser on one device. They don't sync. See
"Working Across Devices & Browsers."
- Q: How can I best organize many invoices?
- A: Use your browser's bookmark manager features (folders, tags, search). (Our browser extension
will offer more advanced management soon!)
Contact & Support
For questions, feedback, or support, please use the "Contact" link in the top navigation menu.