Help Center
Step-by-step guides for every Invoicemonk feature. Find what you need and get back to work.
Getting Started
Core Features
Creating Professional, Compliance-Ready Invoices
Create, issue, send, and download cryptographically verified invoices with a complete audit trail.
5 steps · 5 minHow to Record Payments and Generate Receipts
Record full or partial payments and automatically generate cryptographically verified receipts.
4 steps · 3 minQR Code Verification
Understand how cryptographic verification and QR codes prove document authenticity.
3 steps · 2 minIssuing Credit Notes for Voided or Adjusted Invoices
Reverse or adjust issued invoices while maintaining a complete, auditable trail.
3 steps · 2 minFinancial Tools
Track and Categorize Your Business Expenses
Record expenses, categorize them, and see where your money is going with visual breakdowns.
4 steps · 3 minYour Financial Overview
Get a bird's-eye view of your finances with income, expense, and profit/loss views.
3 steps · 3 minGenerate Compliance-Ready Reports
Generate professional reports across revenue, receipts, expenses, accounting, and compliance categories.
4 steps · 3 minUnderstand Your Business with Visual Analytics
View interactive charts for revenue, invoice status, payment aging, and monthly trends.
3 steps · 2 minAdministration
Invite Your Team and Manage Roles
Invite team members, assign roles, and control access to your Invoicemonk business.
3 steps · 3 minManaging Multiple Currencies with Currency Accounts
Use currency accounts to keep finances cleanly separated across multiple currencies.
3 steps · 2 minAutomate Payment Reminders and Manage Notifications
Set up automatic payment reminders and configure notification preferences.
4 steps · 3 minConfigure Your Business for Compliance
Complete your business profile to ensure all invoices meet local regulatory requirements.
3 steps · 5 minComplete Audit Trail for Every Action
Review the immutable audit trail that logs every action for compliance and internal auditing.
3 steps · 2 minGetting Help When You Need It
Submit support tickets and reach the Invoicemonk team directly from your dashboard.
3 steps · 2 min