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To create your first invoice, navigate to the Invoices section from your dashboard. Click "Create New Invoice" and fill in the customer details, services, and billing period. The system will automatically calculate totals and generate a professional invoice.

Yes, you can import customer data using our CSV import feature. Go to Customers > Import, download the template, fill in your data, and upload the file. The system will validate and import your customers automatically.

Automated billing can be configured in Settings > Billing Automation. You can set billing cycles (monthly, quarterly, annual), enable automatic invoice generation, and configure payment reminders. The system will handle recurring billing automatically.

We support multiple payment gateways including Stripe, PayPal, GoCardless, and bank transfers. You can configure multiple payment methods in Settings > Payment Gateways. Each gateway can be enabled or disabled based on your preferences.

Financial reports are available in the Reports section. You can generate revenue reports, payment reports, customer reports, and custom reports. Select your date range, filters, and export format (PDF, Excel, CSV) to generate your reports.

Yes, invoice templates are fully customizable. Go to Settings > Invoice Templates to customize your invoice design, add your logo, modify fields, and set default terms. You can create multiple templates for different service types.