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Getting Started

Getting Started with CrispInvoice: A Complete Guide

4 min read

Welcome to CrispInvoice! Here's how to get started:

Step 1: Create an Account

Sign up for free. No credit card required.

Step 2: Add Your Company

Enter your business details. Add multiple companies if you have more than one business entity.

Step 3: Add Clients

Import or manually add your clients. Their details will auto-fill when you create invoices.

Step 4: Create Your First Invoice

1. Click "New Invoice"

2. Select a client

3. Add line items (description, quantity, rate)

4. Choose a template (Modern, Professional, Minimal, Elegant, or Bold)

5. Add notes if needed

6. Save and download as PDF

Step 5: Send and Track

Mark invoices as sent when you email them. Mark as paid when you receive payment.

That's it! You're ready to invoice like a pro.