Getting Started

Welcome to Invo! This guide walks you through everything you need to start invoicing in minutes. Invo is built for Malaysian freelancers and SMEs — simple enough for daily use, with room to grow into receipts, POS, and full accounting when you need it.

Create your account

1. 1

   Sign up

   Go to the Sign Up page and enter your name, email, phone number, and password. You can also sign up with a one-time code sent to your phone.

2. 2

   Verify and log in

   After signing up, log in with your email and password (or phone + TAC). You'll land on your dashboard.

3. 3

   Complete your company profile

   Open Settings → Business Details and fill in your legal name, address, registration number, and contact details. These appear on your invoices.

Set up your business profile

Before sending your first invoice, take a moment to configure your business details and payment information. This saves time later and makes your invoices look professional.

• Business Details — legal name, owner name, registration number, TIN, address, logo
• Payment Info — bank account details, payment methods, QR code for DuitNow
• Invoice Theme — choose a visual style for your PDF invoices

Send your first invoice

1. 1

   Add a customer

   Go to Customers → New Customer and enter their name and contact details. You can also add customers inline while creating an invoice.

2. 2

   Create the invoice

   Navigate to Invoices → New Invoice. Select your customer, add line items from your inventory or type them manually, set the due date, and save.

3. 3

   Send or download

   Mark the invoice as Sent when ready. Download the PDF or share it via WhatsApp or email if contact details are on file.

Enable optional modules

Invo starts with core invoicing and customer management. You can turn on additional modules in Settings → Module Settings whenever you're ready:

• Receipts — issue receipts for cash and in-store sales
• POS — restaurant-style point of sale with kitchen chit printing
• Accounting — double-entry bookkeeping, expenses, and financial reports