Guides & Tutorials

Master InvoiceBite with our comprehensive guides, video tutorials, and downloadable resources. Learn at your own pace.

Featured Guides

Beginner
Written Guide
Complete Beginner's Guide to InvoiceBite
Everything you need to know to get started with professional invoicing
30 min read
4.9
2.1k students
Start Guide
Beginner
Video Tutorial
Setting Up Your First Invoice (Video)
Step-by-step video walkthrough of creating professional invoices
12 min watch
4.8
1.8k students
Start Guide

Browse by Category

Getting Started

Essential guides for new users

Beginner
Written
Account Setup & Verification
Complete your profile and verify your account
Beginner
Video
Dashboard Overview
Navigate your InvoiceBite dashboard like a pro
Beginner
Written
Essential Settings Configuration
Configure your account for optimal performance

Invoicing Mastery

Create professional invoices that get paid

Intermediate
Video
Invoice Template Customization
Brand your invoices with custom templates
Intermediate
Written
Advanced Line Items & Calculations
Master complex pricing and tax calculations
Advanced
Written
Recurring Invoices Setup
Automate your regular billing processes

Payment Processing

Get paid faster with smart payment solutions

Intermediate
Video
Stripe Integration Setup
Connect Stripe for seamless payment processing
Beginner
Written
Payment Methods Configuration
Set up multiple payment options for clients
Advanced
Written
Handling Payment Disputes
Manage chargebacks and payment issues

Business Growth

Scale your business with advanced features

Intermediate
Written
Client Relationship Management
Build stronger relationships with your clients
Advanced
Video
Financial Reporting & Analytics
Track your business performance with reports
Advanced
Written
Tax Preparation & Compliance
Prepare for tax season with organized records

Downloadable Resources

Invoice Template Collection
Professional invoice templates for different industries
PDF Templates2.3 MB
5.2k downloads
Business Expense Tracker
Spreadsheet template for tracking business expenses
Excel Template0.8 MB
3.1k downloads
Client Onboarding Checklist
Step-by-step checklist for new client setup
PDF Checklist0.5 MB
2.7k downloads
Payment Terms Templates
Professional payment terms for your invoices
Document Templates1.2 MB
4.1k downloads

Webinar Series

Invoicing Best Practices Webinar

Upcoming

Live session covering professional invoicing strategies

January 25, 20242:00 PM EST
60 min
847 registered

Tax Season Preparation Workshop

Upcoming

Get ready for tax season with organized financial records

February 8, 20241:00 PM EST
90 min
623 registered

Advanced Payment Processing

Recorded

Master payment methods and dispute resolution

December 15, 2023Recorded
75 min
1243 attended

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