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Browse guides below or search for any topic - invoices, clients, payments, recurring billing, and more.
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Getting Started
Set up your account, add your first client, and send your first invoice.
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Invoices
Create, send, track, and manage invoices from draft to payment.
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Clients
Manage your client list, organize with tags, view billing history, and understand the client portal.
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Estimates
Create quotes, get client approval, send follow-ups, and convert them into invoices.
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Recurring & Automation
Set up recurring invoices, installment plans, automatic reminders, and late fees.
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Payments
Accept online payments, record manual payments, and track what you're owed.
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Settings & Profile
Customize your branding, configure your account, connect payment methods, and set up review requests.
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Team Members
Invite collaborators, assign roles, and manage who has access to your account.
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Calendar
Add date fields to invoices and view upcoming events on the calendar.
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Referral Program
Share WaffleInvoice with other freelancers and earn account credits.
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FAQ
Quick answers to the most common questions about WaffleInvoice.
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Status Board
A kanban view of all your estimates and invoices organized by status. See what needs attention at a glance.
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Saved Services
Save your most-used services and rates so you can add them to invoices in seconds.
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SMS Notifications
Send text message notifications to clients for invoices, reminders, and arrival alerts.
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Plans & Limits
What's included on Free vs Pro, the 25/month invoice email cap, when a card is required, and password rules.
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