# Invoday Documentation

> Official guides for using Invoday invoicing and business management software.

Read the canonical guide pages below, or use their Markdown versions. Documentation describes the product; verify financial figures in your own workspace.

## Getting Started

- [Introduction to Invoday](https://doc.invoday.com/getting-started): Understand the workspace and the core workflow from setup to reporting. [Markdown](https://doc.invoday.com/getting-started.md)
- [Set Up Your Company](https://doc.invoday.com/company-setup): Configure the business details used throughout Invoday and on client documents. [Markdown](https://doc.invoday.com/company-setup.md)

## Sales

- [Create a Client](https://doc.invoday.com/clients): Add a client for invoices, quotations, payments and statements. [Markdown](https://doc.invoday.com/clients.md)
- [Create a Quotation](https://doc.invoday.com/create-quotation): Prepare a professional quote before committing an invoice. [Markdown](https://doc.invoday.com/create-quotation.md)
- [Convert a Quotation to an Invoice](https://doc.invoday.com/convert-quotation-to-invoice): Turn an accepted quotation into an invoice without re-entering details. [Markdown](https://doc.invoday.com/convert-quotation-to-invoice.md)
- [Create an Invoice](https://doc.invoday.com/create-invoice): Create an itemized invoice with client, tax, discount and payment details. [Markdown](https://doc.invoday.com/create-invoice.md)
- [Send an Invoice](https://doc.invoday.com/send-invoice): Deliver a finalized invoice using the client's saved contact details. [Markdown](https://doc.invoday.com/send-invoice.md)
- [Record an Invoice Payment](https://doc.invoday.com/record-payment): Apply a client payment and keep receivables accurate. [Markdown](https://doc.invoday.com/record-payment.md)
- [Set Up Payment Reminders](https://doc.invoday.com/payment-reminders): Keep overdue invoice follow-up moving with clear, timely payment reminders. [Markdown](https://doc.invoday.com/payment-reminders.md)
- [Understand Invoice Statuses](https://doc.invoday.com/invoice-statuses): Learn how draft, sent, partial, paid, overdue and cancelled states behave. [Markdown](https://doc.invoday.com/invoice-statuses.md)
- [Create Recurring Invoices](https://doc.invoday.com/recurring-invoices): Configure repeat billing for ongoing products or services. [Markdown](https://doc.invoday.com/recurring-invoices.md)
- [Create a Credit Note](https://doc.invoday.com/credit-notes): Correct or reduce a finalized invoice while preserving its history. [Markdown](https://doc.invoday.com/credit-notes.md)

## Purchases & Expenses

- [Create a Supplier](https://doc.invoday.com/suppliers): Maintain supplier details for purchases, expenses and payable tracking. [Markdown](https://doc.invoday.com/suppliers.md)
- [Create an Expense](https://doc.invoday.com/expenses): Record a business expense with category, supplier and payment information. [Markdown](https://doc.invoday.com/expenses.md)
- [Scan a Receipt](https://doc.invoday.com/scan-receipt): Use AI to extract expense suggestions from an image or PDF receipt. [Markdown](https://doc.invoday.com/scan-receipt.md)

## Inventory

- [Create a Product or Service](https://doc.invoday.com/products): Create reusable items with pricing, tax and inventory settings. [Markdown](https://doc.invoday.com/products.md)
- [Track Product Inventory](https://doc.invoday.com/inventory-tracking): Enable stock tracking and understand auditable quantity movements. [Markdown](https://doc.invoday.com/inventory-tracking.md)
- [Record a Stock Adjustment](https://doc.invoday.com/stock-adjustments): Correct stock quantities while preserving a clear movement history. [Markdown](https://doc.invoday.com/stock-adjustments.md)

## Invoday AI

- [Get Started with Invoday AI](https://doc.invoday.com/invoday-ai-getting-started): Open the assistant, understand plan limits and ask safe business questions. [Markdown](https://doc.invoday.com/invoday-ai-getting-started.md)
- [Ask Invoday AI Business Questions](https://doc.invoday.com/ask-invoday-ai): Get company-scoped answers about invoices, expenses and receivables. [Markdown](https://doc.invoday.com/ask-invoday-ai.md)
- [Scan Receipts with Invoday AI](https://doc.invoday.com/ai-receipt-scanning): Turn receipt images or PDFs into reviewed expense drafts. [Markdown](https://doc.invoday.com/ai-receipt-scanning.md)

## Reports

- [Review Revenue](https://doc.invoday.com/revenue-report): Understand earned revenue for the selected financial period. [Markdown](https://doc.invoday.com/revenue-report.md)
- [Review Expense Reports](https://doc.invoday.com/expense-reports): Analyze business expenses by period, category and supplier. [Markdown](https://doc.invoday.com/expense-reports.md)
- [Review Cash Flow](https://doc.invoday.com/cash-flow): Compare cash received and paid during a selected period. [Markdown](https://doc.invoday.com/cash-flow.md)
- [Review Tax Reports](https://doc.invoday.com/tax-reports): Review transaction tax totals for a selected reporting period. [Markdown](https://doc.invoday.com/tax-reports.md)

## Settings

- [Manage Your Company Profile](https://doc.invoday.com/company-profile): Update the identity and contact details used across Invoday. [Markdown](https://doc.invoday.com/company-profile.md)
- [Manage Financial Years](https://doc.invoday.com/financial-years): Create and select periods used by transactions, dashboards and reports. [Markdown](https://doc.invoday.com/financial-years.md)
- [Configure Currency](https://doc.invoday.com/currency): Set the business currency and understand transaction exchange-rate snapshots. [Markdown](https://doc.invoday.com/currency.md)
- [Manage Your Subscription](https://doc.invoday.com/subscription): Review plan access, usage limits, billing and upgrades. [Markdown](https://doc.invoday.com/subscription.md)

## Optional

- [Complete documentation](https://doc.invoday.com/llms-full.txt)
- [Sitemap](https://doc.invoday.com/sitemap.xml)