How to Use Invoxa: A Complete Guide

Invoxa is the simplest way for freelancers and small businesses to invoice clients, get paid, and track expenses — all in one place. This guide walks you through everything from signup to getting your first payment.

Step 1: Create your free account

Go to invoxa.live/signup and sign up with your email or Google account. No credit card required.

Once signed in, you'll land on your dashboard — the home base for invoices, payments, expenses, and reports.

Step 2: Add your business details

Open Settings → Business Profile and add:

• Business name and logo
• Address and contact email
• Default currency (USD, EUR, INR, etc.)
• Tax ID / GST number if applicable

These appear automatically on every invoice you send.

Step 3: Add your first client

Go to Clients → New Client and fill in:

• Client name and email (used for sending invoices)
• Billing address
• Default currency

You can also import multiple clients at once from CSV.

Step 4: Create your first invoice

Click Invoices → New Invoice:

1. Pick the client
2. Add line items (description, quantity, rate)
3. Set tax, discount, and due date
4. Click Send — your client gets a branded email with a payment link

The invoice takes about 60 seconds start to finish.

Step 5: Get paid

Invoxa supports three payment methods out of the box:

Method	Best for
Stripe	Global cards, Apple Pay, Google Pay
PayPal	International clients who prefer PayPal
Razorpay	India: UPI, cards, netbanking

Connect them under Settings → Payments. Your clients see a "Pay Now" button on the invoice and pay in one click. Payments are automatically marked as Paid in your dashboard.

Step 6: Scan receipts (AI-powered)

For every business expense, head to Scanner:

1. Snap a photo or upload a PDF receipt
2. Invoxa's AI extracts vendor, date, total, tax, and category
3. Review and save — the expense is logged for tax season

No more shoeboxes full of receipts.

Step 7: Track expenses & reports

• Expenses — see all costs in one place, categorized automatically
• Reports — monthly P&L, paid vs unpaid invoices, top clients
• Export — download CSVs for your accountant

Step 8: Set up auto-reminders

Under Settings → Reminders, turn on automatic email reminders for overdue invoices. Most clients pay within 24 hours of the first reminder — it's the single biggest impact on cash flow.

Pro tips

• Mobile-friendly: Invoxa works in any browser — invoice from your phone while you're still on-site
• Recurring invoices: set up subscriptions or retainers once, billed automatically
• Multi-currency: invoice in EUR, get paid in USD — Invoxa handles conversion display
• Client portal: clients see all their invoices in one place, no account needed

What's included for free

• Unlimited invoices
• Unlimited clients
• Stripe / PayPal / Razorpay payments
• AI receipt scanner
• Expense & income reports

Ready to start?

Sign up free at invoxa.live →

Your first invoice can be in your client's inbox in the next 5 minutes.