📄 Invoice Generator

1. Getting Started

Open the app in your browser. No login, no account, no installation required. Your data is saved automatically in your browser's localStorage and persists between sessions on the same device and browser.

Use the top navigation to switch between Dashboard, Invoice, Quote, and Settings.

2. Creating Documents

New invoice or quote

Click ➕ Invoice or 📝 Quote in the top bar. Both use the same editor — only the document type, numbering prefix, and PDF heading differ.

Document fields

• From (Seller): your name, address, tax ID, bank details, logo URL.
• To (Client): client name, address, tax ID, email, contact person.
• Issue / Due Date: defaults to today and today + 30 days.
• Currency: any 3-letter code — EUR, USD, GBP…
• Payment Method: free text shown on PDF and email.
• Notes: visible on the invoice for the client.
• Terms: payment conditions and legal terms.

Auto-save

The document is saved to your browser automatically 500ms after you stop typing. Click 💾 Save to force an immediate save.

Duplicate

From the dashboard, click 📄 next to any document. A copy is created with a new ID and today's date.

3. Line Items & Calculations

Click ➕ Add line to add a row. Each line has:

• Description — product or service name.
• Qty — quantity.
• Unit — unit of measure (pcs, hrs, days…).
• Price — unit price before discount and tax.
• Disc% — line discount percentage (optional).
• Tax% — tax rate applied after discount (optional).
• Total — calculated instantly.

Formula

Line total = (Qty × Price) × (1 − Disc%) × (1 + Tax%)

All totals — subtotal, discount, tax, grand total, and balance due — update instantly as you type. Enter the Paid amount to track the remaining balance due.

4. Statuses & Workflow

• Draft — work in progress, not yet sent.
• Sent — document delivered to the client.
• Paid — payment received in full.
• Overdue — due date passed with balance still due. Set automatically.
• Cancelled — document is void.

Convert quote to invoice

From the dashboard click 🔄 on any quote. A new invoice is created with a fresh INV number. The original quote is preserved unchanged.

5. PDF & Email Export

PDF

Click ⬇️ PDF in the editor. The PDF is generated entirely in your browser and downloaded immediately. No data is sent to the server. The PDF includes your logo (via URL), all line items, totals, notes, terms, bank details, and footer text.

Email preview

Click ✉️ Email to open a pre-written message summarising the document. Click 📋 Copy and paste it into your email client.

6. Backup & Restore

Since data lives in your browser, it is lost if you clear browser storage or switch to a different browser or device. Download a backup regularly.

• ⬇️ Backup — downloads all documents and settings as a single .json file.
• ⬆️ Restore — imports a backup file and merges it with existing data. Duplicate IDs are overwritten.
• 🗑️ Clear All — permanently deletes everything from this browser. Download a backup first.

To use the app on a second device, download a backup on the first device and restore it on the second.

7. Settings

• Company Name — shown in the top bar and on all PDFs.
• Default Currency — pre-filled on new documents.
• Default Tax % — pre-filled on new line items.
• Brand Color — accent color for the app UI.
• Show Tax / Discount — toggle column visibility globally.
• Default Terms — pre-filled on every new document.
• PDF Footer Text — appears at the bottom of every PDF.

Settings are saved instantly and persist in your browser.

8. FAQ

Where is my data stored?

Exclusively in your browser's localStorage. Nothing is sent to any server. The app operator cannot see your documents.

What happens if I clear my browser cache?

Clearing browser data or storage will permanently delete your invoices. Always download a backup before clearing your browser.

Can I use this on multiple devices?

Yes — download a backup on device A and restore it on device B. There is no automatic sync between devices.

Can I use this on mobile?

Yes, the layout is responsive. A tablet or desktop is recommended when editing line items for the best experience.

Is my logo uploaded anywhere?

No. The logo is referenced by URL only. Provide a publicly accessible image URL in the Logo URL field. The image is loaded directly in your browser and in the PDF.

Can I share a document with a client?

Export it as a PDF and send the file by email. There is no shareable online link — all data is local to your browser.

What is the storage limit?

Browsers typically allow 5–10 MB of localStorage per origin. This is enough for several hundred invoices. The Settings panel shows how much space you are currently using.