ToolsMingo guide
Everything you need to get started and get the most out of invoice.kit.
Quick start — 4 steps
Managing clients
Each client gets its own isolated dashboard — invoice history, rates, bank details, logo, and color. No limit on clients.
Client fields
Creating invoices
From a client dashboard, click + Create Invoice. The form has: billing mode, font & style, dates, line items, and options.
Font — Mono (DM Mono), Sans (Lato), or Round (Poppins).
Style — Client Color, UI Color, or B&W. See Colors & branding for details.
Billing modes
Weekly
Set start and end date. Period auto-fills on the invoice. If a monthly rate is set, weekly amount (monthly × 12 ÷ 52) pre-fills the first line item. Use ← Prev / Next → to shift by one week. This Week jumps to current Mon–Fri.
Monthly
Select month and year. Period auto-fills as "January 2026". Monthly rate pre-fills the line item.
Hourly
Enter hours worked and rate per hour — subtotal calculates live. Add a period note like "May 2026".
One-Time / Flat
Enter total amount directly. Good for fixed-price projects. Optionally add a period like "2025–2026 contract".
Line items
Every invoice has a line items table — Description, Period/Note, Qty, Unit Rate, Amount (auto-calculated).
- Click + Add Row to add more items
- ⧉ duplicates a row
- ✕ removes a row
- Enable # No. to show row numbers
- Leave Qty blank = treated as 1
Options & tax
Below the line items, toggle what shows on the invoice:
- Invoice Date, Due Date, Period, Currency, Payment Status — check/uncheck to show or hide each field
- Discount — percentage or flat amount, deducted before tax
- Tax / GST — percentage or flat, added after discount
Invoice history
Every generated invoice saves automatically. From the client dashboard:
Product & service catalog
Store recurring services so you don't retype them every invoice.
- Add items with name, default rate, unit (hr/week/item), and category
- When creating an invoice, click Pick from Catalog to add as a line item instantly
- Categories help organize when you have many services
Colors & branding
Three separate color systems — they don't interfere with each other:
Export & backup
Tips & tricks
- Shift invoice number: On the preview, − No. and + No. adjust the number without regenerating.
- Weekly auto-advance: After generating a weekly invoice, dates auto-advance to the next week next time.
- B&W for formal clients: Set style to B&W for clients who prefer plain professional invoices.
- Multiple currencies: Each client can have a different currency. Hourly and flat modes let you override per invoice.
- QR code payment: Generate a QR from your bank app, save as image, upload to the client. Prints on every invoice.
- Inline editing: After generating, click any text on the invoice to edit it directly on the preview.
Data sync
When logged in, all data syncs to your account automatically — clients, invoices, catalog, settings. Log in from any device and everything is there. Syncs within 1 second of any change. If offline, data stays in local browser storage and syncs when you reconnect.
Privacy
Your invoicing data is only accessible by you. We don't read it, sell it, or share it. Delete your account anytime from the dashboard — all data is permanently removed. See the full Privacy Policy.