Your Complete Business Management Solution

Business Management

Time and Invoicing

Financial Intelligence

Data Management

User Experience

Privacy and Security

This guide will walk you through each of these features step by step.

Recommended Setup Order

Follow these steps to get your invoicing system up and running in minutes:

1. Company Profile: Enter your business name, address, phone number, email, and website. Upload your company logo. This information appears on every invoice you generate.
2. Add Clients: Create a record for each company or person you bill. Include their contact name, address, email, and phone number.
3. Add Contracts: Under each client, add your contract or BOA (Basic Ordering Agreement) numbers. You can set a budget/upset limit for each contract.
4. Add Task Orders: Under each contract, add task orders with a task order number, task name (e.g., Cedar Falls WMR), description, and optional budget limits.
5. Create Your First Invoice: Select a client, contract, and task order. Add line items with hours and rates, and save.

▶ Try It: Set Up Company Profile

Your Company Profile is the foundation of your invoices. Everything you enter here appears in the header and footer of every invoice, both on screen and in Word/PDF exports.

What to Enter

1. Company Name: Your full legal business name (e.g., "Smith Consulting LLC")
2. Address: Line 1 is your street address, Line 2 is optional (Suite, Floor, etc.)
3. City, State, ZIP: Used on invoice headers and footers
4. Phone and Mobile: Both appear on invoices. Mobile is optional.
5. Email and Website: Professional email recommended over personal

Uploading Your Logo

Click "Choose File" in the Company Logo section. Recommended: a PNG or JPG file, approximately 400 pixels wide. The logo appears on the invoice header, in Word document exports, and in the sidebar navigation.

Payment Instructions

Enter your standard payment instructions in the "Payment Instructions" field (e.g., "Please make checks payable to..." or wire transfer details). This text automatically appears at the bottom of every invoice, in both the preview and Word export. You enter it once here; there is no need to retype it on each invoice.

Late Fee Rate

If you charge late fees on overdue invoices, enter a monthly percentage (e.g., 1.5%). This rate is used in the Aging Report to calculate and display late fee amounts on overdue invoices. The late fee is shown for reference only and is not automatically added to invoices.

Default Invoice Terms

Enter your standard invoice terms or notes in the "Default Invoice Terms" field (e.g., "Payment is due within 30 days of invoice date." or "Net 15. Late payments subject to 1.5% monthly fee."). This text automatically fills the Notes/Terms field on every new invoice. You can still edit the terms on any individual invoice if needed. If this field is left blank, the default "Payment is due within 30 days of invoice date." is used.

App Branding on Invoices

The "Show App Branding on Invoices" toggle controls whether "Created with RecordandInvoice" appears in small gray text at the very bottom of your invoices. The default is Yes. If you prefer completely clean output with no software branding, set it to No. This applies to both the invoice preview and Word exports.

▶ Try It: Go to Company Profile

The Hierarchy

RecordandInvoice uses a three-level structure that mirrors how government contracts work:

1. Client (top level): The company or agency you are billing
2. Contract / BOA (middle level): Your agreement number with that client. Each client can have multiple contracts.
3. Task Order (bottom level): Specific work assignments under a contract. Each contract can have multiple task orders.

Adding a Client

Click "Clients" in the sidebar, then "+ Add Client." Fill in the company name, contact person, address, phone, and email. Click "Save Client."

Adding Contracts and Task Orders

Click on a client name to open their detail panel. Click "+ Add Contract" to add a contract number and description. Then click "Task Orders" next to a contract and "+ Add Task Order" to add task orders underneath.

Each task order has four fields:

• Task Order Number: The official number (e.g., 01, 02)
• Task Name: A short, recognizable project name (e.g., Cedar Falls WMR, Jackson Road Rehab). This appears in the All Invoices list and on invoice documents for quick identification.
• Description: A longer description of the scope of work
• Budget / Upset Limit: Optional dollar limit for tracking spend against the contract ceiling

Budget / Upset Limits

When adding or editing a contract or task order, you can enter a Budget / Upset Limit. This tracks how much you have invoiced against the limit and shows color-coded progress bars:

• Green: Under 75% spent
• Yellow: 75-89% spent
• Red: 90% or more spent, with "OVER BUDGET" alert at 100%+

Contacts Directory

Click the "Contacts Directory" button at the top of the Clients page to open a searchable table showing all contacts across all your clients in one place. The directory includes company name, contact person, title, email (clickable mailto link), phone (clickable tel link), address, and number of contracts. Use the search box to filter by any field.

▶ Try It: Go to Clients

Track billable hours as you work, then convert them directly into invoices.

Logging Time

1. Click "Time Tracking" in the sidebar or "Log Time" from the Dashboard
2. Click "+ Log Time" to open the entry form
3. Enter the consultant name, classification (Principal, Project Manager, Task Manager, Sr. Consultant, Consultant, Sr. Analyst, Analyst, Senior Engineer, Engineer, Senior Inspector, Inspector, Designer, CAD Technician, Administrative Support, Contractor, or Other), date, client, contract, and task order
4. Enter hours worked, hourly rate, and a description of the work performed
5. The amount calculates automatically (hours x rate)

Filtering and Viewing

Use the filters at the top to narrow entries by client, invoiced status (All / Uninvoiced Only / Invoiced Only), or by month.

Generating an Invoice from Time Entries

1. Check the boxes next to the time entries you want to invoice (checkboxes appear only on uninvoiced entries)
2. A selection bar appears at the bottom showing the count, total hours, and total amount
3. Click "Generate Invoice from Selected"
4. The invoice form opens pre-populated with all the details from your selected entries
5. Review, save, and the time entries are automatically marked as "Invoiced" (highlighted green, locked from editing)

Exporting Time Data

Click "Export CSV" to download your filtered time entries as a spreadsheet file for record-keeping or external reporting.

Cost Rate and Profit Margin Tracking

Each time entry has an optional "Cost Rate" field alongside the billing rate. Enter the internal cost per hour for the consultant (what you pay them) while the billing rate reflects what you charge the client. This data feeds the Profit Margin Analysis report under Reports, showing revenue, cost, margin amount, and margin percentage by consultant. Color-coded margin percentages highlight healthy margins (30%+) in green, moderate (15-29%) in yellow, and thin (under 15%) in red.

▶ Try It: Go to Time Tracking

Creating a New Invoice

1. Click "New Invoice" in the sidebar or "+ Create New Invoice" on the Dashboard
2. Select a Client from the dropdown. The contract and task order dropdowns will populate based on your selection.
3. Select a Contract/BOA and Task Order. The invoice number generates automatically in the format YYMM-TT-II (Year/Month, Task Order number, Sequence). You can edit the invoice number if needed, for example when entering legacy invoices with a different numbering system.
4. Set the invoice date, due date, billing period start and end dates
5. Add line items: consultant name, classification (Principal, Project Manager, Task Manager, Sr. Consultant, Consultant, Sr. Analyst, Analyst, Senior Engineer, Engineer, Senior Inspector, Inspector, Designer, CAD Technician, Administrative Support, Contractor, or Other), task order, work description, hours, and rate. The amount calculates automatically.
6. Review the Notes/Terms section (a default message is provided; you can customize it)
7. Click "Save Invoice"

Invoice Statuses

• Draft: Saved but not yet sent to the client
• Sent: Delivered to the client, awaiting payment
• Paid: Payment received
• Overdue: Past the due date without payment

Viewing and Exporting

From "All Invoices," click "View" to see the formatted invoice preview. From the preview, you can:

• Download Word: Generates a professional .docx file with your logo, formatted tables, and all invoice details
• Print / Save PDF: Opens the browser print dialog. Select "Save as PDF" as the destination. Under "More settings," uncheck "Headers and footers" for a clean output.
• Email Invoice: Opens a two-step workflow: first downloads the invoice as a PDF, then opens your default email client with a professional message addressed to the client by last name (e.g., "Dear Ms. Williams,"), with invoice details and your signature. Attach the downloaded PDF to the email and send. The email body is also copied to your clipboard for pasting into any email application.

Duplicating an Invoice

From "All Invoices," click "Dup" next to any invoice to create a copy. The duplicate opens in the editor as a new draft with today's date and a blank invoice number, ready for you to adjust and save. This is ideal for creating similar invoices for recurring work without setting up formal recurring billing, or for entering legacy invoices that follow a similar pattern.

Changing Invoice Status

There are two ways to change an invoice's status:

Method 1: Edit the Invoice (for a single invoice)

1. From All Invoices, click "Edit" next to the invoice
2. Change the "Status" dropdown to the desired status (Draft, Sent, Paid, Overdue)
3. Click "Save Invoice" (you must save for the change to take effect)

Method 2: Bulk Status Update (for one or more invoices)

1. In the All Invoices table, check the checkbox next to each invoice you want to update
2. A navy action bar appears at the top showing how many invoices are selected
3. Click "Mark Paid," "Mark Sent," "Mark Draft," or "Delete Selected"
4. Confirm when prompted

Sortable Columns

Column headers in the All Invoices, Time Tracking, and Aging Report tables are sortable. Click any column header to sort by that column (ascending). Click the same header again to reverse the sort order (descending). A small triangle indicator shows the active sort column and direction. Sorting resets when you navigate away from the page.

Tax and Fee Adjustments

The invoice form includes optional Tax Rate (%) and Flat Fee/Adjustment fields in the totals section. Enter a tax percentage to automatically calculate tax on the subtotal. Use the flat fee field for fixed charges or credits (enter a negative number for credits or discounts). Both values are saved with the invoice and appear on the preview and Word exports.

Partial Payments

To record a payment against an invoice, click "Record Payment" from the Invoice Preview. A payment form appears with fields for:

• Payment Amount: Defaults to the remaining balance; adjust for partial payments
• Payment Date: The date payment was received (cannot be before the invoice date)
• Payment Method: Required. Choose from Check, ACH, Wire Transfer, Credit Card, PayPal, Cash, or Other
• Reference #: Optional. Enter a check number, transaction ID, or confirmation number for your records
• Payment Notes: Optional. Any additional notes about the payment

Each payment is logged with full details. When cumulative payments meet or exceed the total, the invoice is automatically marked as Paid. Payment details appear in the invoice preview, the All Invoices list (hover over the Paid badge for details), the Aging Report (with Paid and Balance columns), and on Word document exports.

Undo Deletions

When you delete an invoice, client, contract, task order, or time entry, a toast notification appears with an "Undo" button. Click Undo within 6 seconds to restore the deleted item. The system keeps the last 50 deleted items in a trash buffer. After the toast disappears, the item can no longer be restored (unless you have a backup).

Revision Tracking

RecordandInvoice automatically tracks revisions when you edit an invoice that has moved past Draft status. While an invoice is in Draft, you can edit and save as many times as needed without incrementing the revision counter. Once the status is Sent, Paid, or Overdue, every save increments the revision number and logs the date. The revision number and date appear in the Invoice Details section on both the preview and Word exports (e.g., "Revision: 1 (Mar 13, 2026)").

Auto-Fill for Consultant Details

When logging time entries or adding invoice line items, RecordandInvoice remembers your last-used consultant name, classification, billing rate, and cost rate. New time entries and new line items auto-fill these values, saving you from retyping the same information on every entry. If you work with multiple consultants, the auto-fill uses whichever name was entered most recently.

Contract Expiration Dates

When adding or editing a contract, you can set an Expiration Date. This is used by the Dashboard health panel to flag contracts that are approaching or past their end date. Contracts within 60 days of expiration show a warning in the health table, and expired contracts are flagged red.

Invoice Templates

If you frequently create invoices with the same consultants, classifications, and rates, you can save time with templates:

• Save as Template: Set up your line items (consultant names, classifications, rates, work descriptions), then click "Save as Template" in the page header. Give it a name like "Monthly Retainer" or "Field Inspection Team."
• Load Template: When creating a new invoice, select a template from the "Load Template" dropdown in the header. The line items populate automatically with the saved consultant, classification, rate, and description values.
• Manage: Click the red "Manage" button to view and delete saved templates.

▶ Try It: Create an Invoice

Recurring invoices save time when you bill the same client the same amount on a regular schedule.

Setting Up a Recurring Invoice

1. Create a new invoice (or edit an existing one) with all the details you want repeated: client, contract, task order, line items, and notes
2. In the "Recurring Invoice" section of the form, set the Frequency (Monthly, Quarterly, Every 6 Months, or Annual)
3. Set the "Next Generate Date" to when you want the next invoice created
4. Make sure Recurring Status is "Active"
5. Save the invoice. It now appears on the Recurring page.

Generating Recurring Invoices

Go to the "Recurring" page and click "Generate Due Invoices." Any recurring template that has reached its next due date will automatically create a new draft invoice. The next date advances by the frequency interval, and the billing period updates automatically.

Managing Recurring Templates

From the Recurring page, you can Pause a template to temporarily stop generation (useful during contract breaks) or Edit to update amounts or details. The Dashboard shows an alert when recurring invoices are due.

▶ Try It: Go to Recurring

The Aging Report helps you track unpaid invoices and prioritize collection follow-up.

Aging Buckets

Unpaid invoices are grouped by how many days past their due date:

• Current (0-30 days): Recently issued or not yet due
• 31-60 Days: Getting stale, time to follow up
• 61-90 Days: Requires attention
• 90+ Days: Seriously overdue, escalate

Quick Actions

• Mark Overdue Invoices: One click scans all unpaid invoices and updates any past-due ones to "Overdue" status
• Mark Paid: Click on any invoice row to instantly mark it as paid
• Export CSV: Download the aging data for external reporting or sharing with accounting

Late Fee Tracking

Set a monthly late fee percentage in Company Profile (Late Fee Rate field). When set, the Aging Report adds a "Late Fee" column showing the calculated fee for each overdue invoice. Late fees are calculated as: Invoice Total x (Late Fee Rate / 100) x (Days Overdue / 30). This is for reference and follow-up purposes; late fees are not automatically added to invoices.

Partial Payments in Aging

The Aging Report includes "Paid" and "Balance" columns. When partial payments have been recorded against an invoice, the Balance column shows the remaining amount due rather than the full invoice total, giving you an accurate picture of outstanding receivables.

▶ Try It: Go to Aging Report

Available Reports

• Revenue by Client: Total billed, paid, and outstanding per client with percentage of total revenue
• Revenue by Month: Monthly breakdown of billing activity over time
• Revenue by Contract: Billing grouped by contract/BOA number
• Consultant Utilization: Hours logged per consultant, average hourly rate, and percentage of total hours
• Profit Margin Analysis: Revenue vs. cost per consultant showing margin amount and percentage. Requires cost rates entered in Time Tracking entries. Color-coded margins: green (30%+), yellow (15-29%), red (under 15%).
• Billing History: Complete invoice listing with all details

Filtering

Narrow any report by client and/or date range using the filters at the top of the Reports page.

Exporting

Every report can be exported three ways:

1. Print: Clean printout without navigation or buttons
2. Export CSV: Spreadsheet file for use in Excel or Google Sheets
3. Export Word: Professional Word document with your company header, formatted data table with alternating row colors, and company footer

▶ Try It: Go to Reports

The Document Library automatically tracks every invoice you save and every Word document you generate. Think of it as an activity log for your invoicing.

What Gets Logged

• Invoice Saved: Every time you save a new or edited invoice
• Word Generated: Every time you download a Word document from the invoice preview

Searching and Filtering

Search by invoice number or client name. Filter by client, document type (Invoice Saved vs. Word Generated), or by month. Each record has quick action buttons to View the invoice or regenerate the Word download.

▶ Try It: Go to Document Library

The Dashboard is your home screen showing a high-level view of your business.

Summary Cards

At the top: Total Invoices, Total Billed, Total Paid, and Outstanding amounts. These update automatically every time you open the Dashboard.

Charts

• Revenue by Month: Bar chart showing invoice totals over the last 8 months
• Invoices by Status: Donut chart showing paid/sent/draft/overdue distribution
• Top Clients: Horizontal bars ranking your top 5 clients by revenue
• Hours Logged: Bar chart showing time entry hours over the last 6 months

Alerts

When recurring invoices are due for generation, a blue alert banner appears at the top of the Dashboard with a direct link to the Recurring page.

Contract and Task Order Health

When you set budget/upset limits on contracts or task orders, the Dashboard displays a Contract and Task Order Health table. This panel provides at-a-glance monitoring with the following columns:

• Burn Rate: Average monthly spend calculated from your invoicing history (total spent divided by months since first invoice)
• Runway: How many months of budget remain at the current burn rate
• Health Status: Color-coded indicator based on both budget percentage and burn rate projections

Health status definitions:

• Healthy (Green): Under 75% spent with more than 6 months of runway remaining
• Caution (Yellow): 75-89% spent, or projected to run out within 6 months
• At Risk (Red): 90%+ spent, over budget, or fewer than 4 months of runway remaining
• Critical (Red): Fewer than 2 months of runway remaining, or contract expired
• Expired (Red): Contract expiration date has passed

The table sorts automatically with the most at-risk items at the top. Both contract-level and task-order-level budgets are tracked independently.

▶ Try It: Go to Dashboard

Understanding Browser Local Storage

RecordandInvoice saves everything, including your company profile, clients, contracts, task orders, invoices, time entries, and logo, inside your web browser's "local storage." Think of it as a private filing cabinet built into the browser itself. This gives you complete privacy by default, while still allowing you to back up your data to the cloud storage service of your choice.

What This Means for You

• Your data stays on YOUR device by default: Nothing is sent to a server or the cloud automatically. Your financial information is completely private unless you choose to share it.
• You control your own backups: Use the Back Up All Data feature to save a backup file, then store it wherever you prefer: Google Drive, Dropbox, OneDrive, iCloud, a USB drive, or any other location. This gives you cloud-level safety without giving up control of your data.
• It is tied to your browser: If you use Chrome, your data lives in Chrome. Opening the app in Firefox or Safari on the same computer would show a blank app because those browsers have separate storage. However, if you keep backups in your cloud storage (Google Drive, Dropbox, etc.), switching browsers is simple: just open RecordandInvoice in the new browser and import your latest backup file.
• It is tied to your device: Your data does not automatically sync between your laptop, desktop, or phone. However, if you save your backups to cloud storage, you can access them from any device. Just open RecordandInvoice on the new device, click Import Data, and select your backup file from Google Drive, Dropbox, or wherever you keep it.
• Clearing browser data erases your invoices: If you go into your browser settings and choose "Clear browsing data" or "Clear cookies and site data," your RecordandInvoice data will be deleted. Always keep a current backup in the cloud storage location where your files are saved. If this ever happens, simply import your backup and everything is restored.

When Could I Lose My Data?

• Clearing browser history, cookies, or site data
• Uninstalling or resetting your browser
• Using your device's "Reset" or "Factory restore" option
• Switching to a new computer or phone without transferring data
• Some aggressive "PC cleaner" or "privacy" programs that clear browser storage

None of these will happen by accident during normal use. But this is exactly why the next section, Backup and Restore, is so important.

Your Options for Saving and Retrieving Invoices

RecordandInvoice gives you several ways to save and retrieve your invoices and data. Here is a comparison of each option and when to use it:

1. Save Invoice (inside the app)

When you click "Save Invoice," the invoice is stored in your browser. You can view it, edit it, print it, or export it at any time by going to "All Invoices." This is your primary working copy.

2. Download as Word Document (.docx)

From any invoice preview, click "Download Word." This creates a professional Word file on your computer with your logo, formatted tables, and all details. The file is saved to your Downloads folder (or wherever your browser saves files).

3. Print / Save as PDF

From any invoice preview, click "Print / Save PDF." In the print dialog, choose "Save as PDF" as the destination. This creates a PDF file on your computer.

4. Export CSV (Spreadsheet)

Available on the Time Tracking, Aging Report, and Reports pages. Creates a .csv file you can open in Excel or Google Sheets.

5. QuickBooks-Compatible CSV Export

Available on the All Invoices page ("Export CSV" button) and the Clients page ("Export CSV" button). These exports produce CSV files formatted for import into QuickBooks, Excel, and other accounting software.

• Invoice CSV: Exports all invoices with columns for invoice number, customer, dates, line item details, tax, total, payment method, payment date, reference number, and balance due. Each line item is a separate row, grouped by invoice.
• Client CSV: Exports all clients with company name, contact person, title, email, phone, address, number of contracts, and total billed amount.

5. Export Word Report

Available on the Reports page. Creates a formatted Word document with your company header, data table, and footer.

6. Full Data Backup (JSON Export)

Click "Back Up Data" in the sidebar footer (or "Back Up All Data" on the Company Profile page). This saves a single file containing ALL of your data: every invoice, client, contract, task order, time entry, document record, your company profile, and your logo.

How to Retrieve a Specific Invoice

1. Inside the app: Go to "All Invoices," find the invoice by number, client name, or status, and click "View." From there you can print, download Word, or edit.
2. From your computer files: If you previously downloaded a Word or PDF copy, look in your Downloads folder or wherever you saved it.
3. From a backup file: If your browser data was lost, click "Import Data," select your most recent backup file, and all your invoices will be restored.
4. From the Document Library: Every invoice save and Word download is logged. Go to "Document Library," search for the invoice, and click "View" or "Download Word" to retrieve it.

How to Back Up Your Data

1. Click "Back Up Data" in the sidebar footer (or "Back Up All Data" on the Company Profile page)
2. A file named something like "RecordandInvoice_Backup_2026-02-13.json" downloads to your computer
3. Move this file to a safe location: Google Drive, OneDrive, Dropbox, a USB drive, or another folder you back up regularly

How to Restore Your Data

1. Click "Import Data" in the sidebar footer
2. Select your backup .json file
3. Confirm that you want to replace current data (this will overwrite anything currently in the app)
4. A summary shows exactly how many clients, invoices, time entries, etc. were imported
5. Your company profile, logo, and all settings are restored immediately

Moving to a New Computer or Phone

1. On your current device, click "Back Up Data" and save the backup file
2. Transfer the backup file to your new device (email it to yourself, use a USB drive, or save to cloud storage)
3. On the new device, open RecordandInvoice in the browser
4. Click "Import Data" and select the backup file
5. Everything transfers over: company profile, logo, all clients, contracts, invoices, and time entries

How Often Should I Back Up?

• Weekly: A minimum recommendation for regular use
• After a busy invoicing session: If you just created several invoices, back up immediately
• Before clearing browser data: Always export first
• Before updating the app: Always export first as a precaution
• End of each month: A good habit alongside your normal month-end billing routine

Import Validation

When importing a backup file, RecordandInvoice automatically validates the data before applying it. The validation checks for: correct file format, proper data structure (arrays vs. objects), duplicate IDs within clients or invoices, missing ID fields, and orphaned contracts that reference non-existent clients. If issues are found, you see a summary and can choose whether to proceed or cancel.

Dark Mode

Click the Dark Mode button in the sidebar footer to switch to a dark color scheme. Your preference is remembered between sessions. Print output always uses light mode for professional appearance.

Send Feedback

Click the "Send Feedback" button in the sidebar footer to share suggestions, report issues, or request features. Select a category (Suggestion, Bug Report, Feature Request, or General Feedback), enter your message, and click Send. This opens your email client with a pre-formatted message and also copies the feedback to your clipboard.

RecordandInvoice can be installed directly from your browser as a standalone app on your phone, tablet, or computer. No app store required. Once installed, it appears on your home screen or desktop with the RecordandInvoice icon (a gold square with a navy circle, white dollar sign, and green checkmark) and opens in its own window, just like a regular app.

Using RecordandInvoice on Mobile

On phones and tablets, RecordandInvoice adapts to your screen size automatically. Here is what to expect:

1. Navigation: A navy header bar at the top of the screen shows the hamburger menu (three lines) and the app name. Tap the menu to open the sidebar, then tap any page to navigate. The sidebar closes automatically when you select a page.
2. Forms: Form fields stack vertically on mobile for easier input. Tap any field to type; the gold focus glow shows which field is active.
3. Tables: Wide tables (invoices, time entries, health dashboard) can be scrolled horizontally by swiping left and right.
4. Buttons: Action buttons (View, Edit, Word, etc.) are touch-friendly. Quick action buttons on the Dashboard stack vertically for easy tapping.

Backing Up Data on Mobile

When you tap "Back Up Data" on your phone, the backup file downloads to your device's default location (usually the Downloads folder). To save it to the cloud:

1. Android: Open your Files app, find the RecordandInvoice backup in Downloads, tap Share, and choose Google Drive, OneDrive, or your preferred cloud storage.
2. iPhone: Safari may offer "Save to Files" which lets you choose iCloud Drive or other connected storage services directly.

Installing on Your Phone (iPhone or Android)

1. Open RecordandInvoice in your phone's browser (Safari on iPhone, Chrome on Android)
2. iPhone: Tap the Share button (square with up arrow) at the bottom of Safari, then scroll down and tap "Add to Home Screen"
3. Android: When prompted with an install banner, tap "Install App." Or tap the three-dot menu in Chrome and select "Add to Home Screen" or "Install app"
4. The RecordandInvoice icon appears on your home screen. Tap it to open the app in full-screen mode.

Installing on Your Computer

1. Open RecordandInvoice in Chrome or Edge
2. Look for the install icon in the address bar (a small monitor with a down arrow), or click the three-dot menu and select "Install RecordandInvoice"
3. If you see an install banner at the bottom of the screen, click "Install App"
4. The app installs and opens in its own window. A shortcut appears on your desktop or Start menu.

Printing an Invoice as PDF

1. View any invoice and click "Print / Save PDF"
2. In the print dialog, select "Save as PDF" as the destination
3. Under "More settings," uncheck "Headers and footers" to remove the date, URL, and page numbers from the edges
4. Click "Save" and choose a filename

Printing Other Pages

Most pages (Dashboard, Time Tracking, All Invoices, Aging Report, Document Library, Reports) have a "Print" button. Clicking it produces a clean printout showing just the page content without the sidebar or navigation buttons. Charts and status badges preserve their colors.

Printing and PDF on Mobile

On your phone, saving an invoice as PDF works slightly differently than on a computer:

1. Android (Chrome): Tap Print/Save PDF, then in the print preview tap the "Save as PDF" option at the top (instead of selecting a printer). Tap the blue Save button and choose where to save the file.
2. iPhone (Safari): Tap Print/Save PDF, then in the print preview use a two-finger pinch-out gesture on the preview to convert it to a PDF. Or tap the Share button and choose "Save to Files."