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Short, practical guides for every part of Invoice Aura.
Get started
Sign in, choose a business, and learn the workspace.
- Sign inInvoice Aura uses a one-time code instead of a password.
- Create a businessSet up the workspace that owns your clients, documents, and settings.
- Switch businessesEach business is isolated and keeps its own documents, clients, team, and defaults.
- Use the dashboardSee revenue, payment, estimate, receivable, payable, and recent activity at a glance.
- Review business activityFollow document, payment, client, and delivery events across the business.
Invoices
Create, send, repeat, collect, and follow up.
- Find invoicesFilter, sort, search, select, export, archive, or delete invoices from one list.
- Create an invoiceBuild a draft from a client, reusable work, or a blank document.
- Edit an invoiceUpdate document details while preserving lifecycle and payment history.
- Send an invoiceEmail a branded invoice and optional PDF to the client and selected contacts.
- Send invoice remindersFollow up manually or schedule reminders around an invoice due date.
- Record invoice paymentsAdd, review, and remove payments while keeping balance and receipt history correct.
- Schedule recurring invoicesCreate a reusable profile that generates invoices on a controlled schedule.
- Use activity and commentsKeep an audit trail and internal discussion attached to each invoice.
- Manage invoice statusMove an invoice through draft, sent, due, paid, archived, and trash states.
- Share a public invoiceClients use a high-entropy link to view, print, or download an invoice without signing in.
Estimates
Quote work, collect decisions, and convert it.
- Find estimatesSearch and manage Draft, Accepted, Pending, Expired, Invoiced, and Archived estimates.
- Create an estimatePrepare a branded proposal with validity terms and reusable work lines.
- Send an estimateEmail the customer a branded decision link and optional PDF.
- Edit an estimateUpdate a proposal while preserving its delivery and decision history.
- Collect an estimate decisionCustomers can view, print, download, accept, or reject a pending estimate.
- Remind customers about estimatesSend a manual reminder or schedule one before an estimate expires.
- Review estimate activitySee creation, edits, sends, views, reminders, decisions, comments, and conversions.
- Convert an estimate to an invoiceCarry accepted work into a new invoice without re-entering the document.
- Manage estimate statusMove an estimate through draft, pending, accepted, rejected, expired, invoiced, archived, and trash states.
Bills
Record payables, payments, and recurring costs.
- Find billsSearch and manage Draft, Unpaid, Due, Paid, Cancelled, and Archived bills.
- Create a billRecord what your business owes a vendor or payee.
- Record bill paymentsTrack partial and full payments against the bill balance.
- Edit a billCorrect a payable while preserving its payment and activity history.
- Schedule recurring billsGenerate repeating costs from a controlled profile.
- Use bill activity and commentsKeep changes, payment events, and internal notes beside each bill.
- Manage bill statusMove bills through draft, unpaid, due, paid, cancelled, archived, and trash states.
Track
Capture time, expenses, mileage, and timers.
- Find tracked workTime, expenses, and mileage share the same fast list controls.
- Add timeRecord client work by duration and rate or use a running timer.
- Add an expenseCapture a client cost with its evidence and reusable category.
- Add mileageRecord a trip using the business distance unit and rate.
- Use the timerRun one business timer at a time and turn elapsed work into a time entry.
- Convert tracked workMove selected unbilled work into an invoice, bill, or estimate.
Clients
Manage people, contacts, and account statements.
- Find clientsSearch, export, archive, or open client records and their work.
- Create or edit a clientStore an individual or organization with billing, contact, language, and currency details.
- Manage client contactsAdd people who can receive documents for a client.
- Create an account statementShow opening balance, invoiced amounts, payments, and a running balance for a period.
- Send an account statementEmail a client a tokenized statement link and optional PDF.
Reports
Review revenue, payments, receivables, and payables.
Settings
Control defaults, branding, catalogs, files, and access.
- Set business informationControl the identity and contact details shown on documents and emails.
- Set general preferencesChoose the business defaults used across lists, numbers, dates, and distance.
- Set document and delivery defaultsControl due terms, estimate validity, PDFs, reminders, alerts, receipts, and public statements.
- Manage taxes, discounts, and shippingCreate reusable adjustments and choose defaults for new document lines.
- Manage saved items and workReuse items, tasks, expenses, trips, and tags across documents and Track.
- Set logos and coloursBrand public documents and email while keeping the private app accessible.
- Customize document languageEdit customer-facing labels for invoices, estimates, receipts, and shared terms.
- Edit notes and email templatesControl default notes, footers, delivery messages, reminders, receipts, and owner alerts.
- Manage team accessInvite people with independent manage or read-only access to each feature.
- Configure payment integrationsStore the gateway details used when online payment options are enabled.
- Manage filesUpload and reuse tenant-owned images, PDFs, text files, and other supported attachments.
- Recover or permanently delete recordsTrash keeps deleted business records recoverable until you remove them permanently.
- Manage your account and themeUpdate personal details, choose light or dark mode, and manage owned businesses.