Help Center

Getting Started

Create an account, complete your business profile, add your logo and sender details, then create clients and reusable services before generating your first invoice.

Your business profile controls the branding, sender identity, invoice prefix, address, and footer details that appear on invoices and public invoice links.

Invoices

Use the invoice builder to select a client, add services, edit descriptions, set quantity and price, apply VAT or discounts, choose a status, and save the invoice.

Invoices can be viewed online, shared using public invoice links, exported as PDFs, printed, and sent to clients by email where email sending is enabled.

• Draft: Invoice is being prepared.
• Sent: Invoice has been sent or shared with a client.
• Viewed: Public invoice link has been opened by a client.
• Paid: Invoice has been marked as paid.
• Cancelled or Refunded: Invoice was cancelled or refunded according to your business records.

Clients and Services

Clients store billing details such as company name, contact name, email, phone, address, and country. Services store reusable names, descriptions, currency, and default prices.

Keeping client and service records updated makes invoice creation faster and helps reduce billing mistakes.

Account and Security

Use a strong password, protect your email account, and log out on shared devices. If you believe someone accessed your account without permission, contact support immediately.

Support

For account access, billing, technical support, compliance questions, or platform issues, email support@leadswizards.com or use Live Chat from the footer.