Invoice Generator Help & Documentation

1. How to Create an Invoice

Creating an invoice with Daybook.Cloud is simple and efficient:

1. Business Details: Enter your company name, address, and upload your logo for professional branding.
2. Customer Details: Add your client's name, address, invoice number, date, and payment due date.
3. Items & Services: List products or services with quantity, price, and applicable taxes. Totals calculate automatically.
4. Select Template: Choose from various professional templates to match your style.
5. Preview & Finalize: Review the invoice before downloading as PDF or HTML.

2. How to Export and Import an Invoice

Daybook.Cloud makes it easy to manage your invoices with multiple export and import options:

• PDF Export: Download a polished, ready-to-send PDF version.
• HTML Export: Save as HTML for further editing or customization.
• JSON Export: Store invoice data in JSON format for future editing.
• Import: Upload a saved JSON file to restore and edit your invoice anytime.

3. How to Save a Template HTML and Use it Later

Preserve your customized invoice design for future use:

1. After creating your invoice, select Download as HTML.
2. Save the file locally—it includes your layout and styling.
3. Re-upload it later or reuse the code as your template foundation.
4. Maintain consistent branding across all your invoices.

4. How to Customise a Template HTML

For full design flexibility, customize your exported HTML template:

• Open the HTML in a text or code editor (e.g., VS Code, Sublime Text).
• Edit colors, fonts, layout, and styles to match your brand.
• Add new sections, notes, or company disclaimers as needed.
• Save your changes for use in future invoices or share with your team.

👉 For a complete guide to customizing templates and using placeholders, see Customizing Invoice Templates.

5. Available Templates

Choose from a variety of professionally designed templates:

• Classic: Clean and minimalist—perfect for any industry.
• Modern: Fresh, contemporary style with bold headings.
• Business: Formal layout with clear sections for corporate needs.
• Freelancer: Simple, one-page design for independent professionals.

Pick a template before finalizing to ensure your invoice reflects your brand.

Need Help?

Have questions or need assistance? We're here to help!
Contact us at [email protected].