How to Use Invoiv
We built Invoiv with the hope it is simple to use with all the functionality you need to successfully manage your estimates, invoices, and cash flow.
Here are some instructional videos to help you learn how to use our invoicing platform.
Creating An Account
In this video, we show you how to set up your account at Invoiv in less than 60 seconds. There is no credit card required to set up an account. Whether you intend to use Invoiv’s free or paid account features, all plans from with a 14 day no risk trial. No credit card. No hassle.
No credit card required. No hassles.
Send 10 or fewer invoices a month and you pay us nothing. Ever.
Customize Invoiv for Your Business
Add you personal information as well as your business information. This is where you add your business logo, pick your standard invoice template, customize the color of your invoice highlights, and add customized footers and text for invoices and estimates.
No credit card required. No hassles.
Send 10 or fewer invoices a month and you pay us nothing. Ever.
Setting Up Payment Options For Your Invoiv Account
Currently, Invoiv leverages Stripe and PayPal as payment options for our customers to get paid electronically. In this video you’ll see how easy it is to add your PayPal email address and Stripe credentials so your customers can pay you directly, electronically.
No credit card required. No hassles.
Send 10 or fewer invoices a month and you pay us nothing. Ever.
Creating and Sending an Invoice with Invoiv
So it might be more than a couple of clicks of your mouse, but this video show you how you can create, approve, and send an invoice to your customer. We also show you what your customer received via email.
No credit card required. No hassles.
Send 10 or fewer invoices a month and you pay us nothing. Ever.
Creating and Sending an Estimate with Invoiv
In this video we create an estimate for fall lawn care and send it to a customer. The customer can accept the quote or reject it. If they reject it, the customer has to explain why so you get the feedback. Accepted estimates remain as estimates until you convert them to an invoice (after the fall lawn care service, for example). Then the customer can pay you online when the work is done!
No credit card required. No hassles.
Send 10 or fewer invoices a month and you pay us nothing. Ever.