Invo User Guide

Everything you need to invoice smarter, manage customers, and grow your Malaysian business. Search with ⌘K or browse by topic below.

Getting Started

Set up your account and learn the basics

Create your account, set up your business profile, and send your first invoice.

Understand your business at a glance with key metrics and time-range filtering.

Invoices, customers, and everyday workflows

Create, send, track, and collect payment on professional invoices.

Manage your customer database and view purchase history.

Receipts, inventory, POS, and accounting

Issue receipts for cash and in-store transactions.

Manage products and services with stock tracking.

Take orders, manage tables, and print kitchen chits for restaurants.

Double-entry bookkeeping, financial reports, and bank reconciliation.

Create and manage manual journal entries.

Track and categorize business expenses.

Trial Balance, Balance Sheet, P&L, and Cash Flow statements.

Match your bank statements to your accounting records.

E-Invoice, subscriptions, and settings

Configure your business profile, payment details, modules, and security.

Configure e-Invoice settings and check invoice readiness for LHDN compliance.

Understand Free, Pro, and Lifetime plans, trials, and billing.

FAQs and troubleshooting

Answers to common questions about using Invo.