Quickstart
Set up your workspace, review a draft and send your first invoice.
Start by setting up the business that issues your invoices. Then choose where to work: Invoicey's assistant, ChatGPT, or the structured form. Each path creates an invoice in the same workspace, with a review before you issue or send it.
Have your business details ready
Your issuer needs an 8-digit IČO, a complete address, a contact email, and a Czech bank account with a matching valid Czech IBAN. Review VAT settings too.
Sign in
Sign in to Invoicey with Google or GitHub. Regular accounts do not need a separate Invoicey password or email-confirmation step.
First sign-in creates your personal workspace. If a teammate invited you, accept their invitation to work in the shared workspace instead.
Set up your issuer
Follow the welcome steps, or open Issuers and choose New. An issuer is the business on the supplier side of your invoice — you, or your company.
Enter your IČO to fill the legal name, address and DIČ from ARES. Review the result and add:
- Bank account and IBAN. Invoicey can suggest the IBAN from a Czech account number; check it before saving.
- VAT settings. Confirm whether the issuer is a VAT payer and review the defaults for your work.
- Contact email. Replies to invoice emails go here. ARES does not provide it.
- Numbering. Review the default sequence or set your own before issuing.
You can also upload a logo, stamp and signature. Optional history import can wait until later. Make this issuer the workspace default if you want an assistant to use it for new drafts.
Choose where to draft
- In Invoicey: open the Assistant and describe the work. It can ask follow-up questions and show a draft to review. If the assistant is unavailable, use the form below.
- In ChatGPT: follow Connect Invoicey to ChatGPT. Use the public listing; developer mode and API keys are not needed. Set up your default issuer before connecting.
- With the form: open New invoice, choose an issuer and client, and enter the line items. Add manually creates a client without leaving or losing your invoice edits.
For an assistant, start with something like:
Draft an invoice for 12 hours of design at 1,500 CZK per hour. Use my workspace's default issuer. Ask me for the client details and anything else missing, then show me the draft before issuing it.
For a Czech client, use a confirmed IČO for ARES lookup. If you only know the company name, ask the assistant to find candidates and confirm the right one. The web client form supports IČO lookup and manual entry, including foreign clients. Add the client's email if you plan to send the invoice by email.
Review and save
Check the supplier, client, line items and totals, then review:
| Field | What to check |
|---|---|
| Dates | Issue date, due date and date of supply. Due date must not be before issue date. |
| Currency | Choose CZK, EUR or USD. Payment QR is available only for CZK invoices. |
| Document language | Choose Czech or English independently of the app's language. |
| VAT | Review payer status, line rates and VAT mode for this transaction. See VAT settings. |
| Payment reference | Check the variable symbol; by default it follows the invoice number's digits. |
Save draft keeps the invoice in your workspace without assigning a final number. Browser recovery helps with unsaved edits during the current session; it does not replace Save draft. If recovery is unavailable in your browser, you can still save explicitly.
If the page says you have read-only access, you can view and download the document. Ask a workspace owner or administrator for the access you need; see Members and roles.
Issue when the draft is final
Choose Issue, or explicitly confirm issuance with the assistant after reviewing its draft. Invoicey assigns the next number and freezes the document's issuer, client and invoice details. PDF and ISDOC downloads are available from invoice detail.
An issued invoice is locked. Review the client, amounts, dates and VAT before confirming. For an issued document that needs a correction, see Invoice statuses.
Send the invoice
On invoice detail, choose Send by email. Review the recipient, subject, cover text and attachments before choosing Send. The PDF is attached; the separate ISDOC attachment is optional and follows your issuer's email default.
The sender appears as {Issuer name} via Invoicey, replies go to the issuer's contact email,
and delivery events appear on the invoice timeline. See Email delivery
if a message needs attention.
Record payment when it arrives
For a full payment, choose Mark as paid on invoice detail. This records the remaining balance. For a partial payment, use Add payment in Matching and enter the amount actually received. The ledger shows what is allocated and what remains outstanding.
You can optionally connect Fio or MONETA in Bank connections to import transactions and review match proposals. See Reconcile payments for setup and for correcting an allocation. Recording a payment does not transfer money.