Getting Started

What this app does

–Profile with identity, bank details, and rate settings
–Saved recipients and project catalog for quick reuse
–Hours or percentage input mode per invoice
–PDF generation matching your invoice template
–Auto-saved invoice history with re-download and load-into-draft

1. Set up your profile

Go to Profile Setup and fill in your identity (name, address, contact), bank details, and rate settings. Choose 'Derive from monthly pay' and enter your Monthly Pay + Required Monthly Hours, or choose 'Enter rate manually' for a fixed hourly rate. Without a rate set, line item totals won't calculate. Also add your recurring recipients and saved projects for quick reuse. Hit Save Profile — changes are not auto-saved here.

2. Create an invoice

Go to Create Invoice. Fill in the invoice number, dates, and select a recipient. Set the billing period — this becomes the period label on the PDF. Add line items with end client and project name, then enter hours per line. Totals calculate automatically.

3. Hours or percentage mode

The line items section has a Hours / Percentage toggle. In Hours mode, enter hours directly. In Percentage mode, enter each item as a percentage of your required monthly hours — useful when your contract specifies allocation by percentage rather than exact hours. Items should sum to 100% or a warning appears. The PDF reflects whichever mode you used — percentages stay as percentages, hours stay as hours.

4. Check the warning

If your total hours don't match your required monthly hours, or total percentage doesn't add up to 100%, a warning appears. It won't block generation — just a nudge to double-check before sending.

5. Generate the PDF

Click Generate PDF. The file downloads directly to your device. The PDF matches your invoice template — your details top-left, invoice metadata top-right, line items table, totals, and bank info in the footer. Hours are always shown in the PDF regardless of input mode.

6. Invoice history

Every time you generate a PDF, the invoice is automatically saved to your history. Visit Invoice History to browse past invoices. From there you can Re-download (regenerate the same PDF), Load into draft (pre-fill the invoice builder — handy for a new billing period), or Delete an entry. History is stored locally and persists across sessions.

7. Data & storage

Everything is saved locally in your browser (localStorage). Your profile must be saved manually with the Save Profile button. Your invoice draft auto-saves as you type. Nothing leaves your device — no accounts, no server.