How CatInvoice works
Open the invoice editor to continue your draft or begin an invoice. No account or onboarding form is required.
Find your way around
On desktop, the left panel has Business, Client, Dates, Items, Taxes and Notes sections. You can also edit directly on the invoice. On mobile, enter details in Edit, then switch to Preview. Fit shows the page overview and 100% lets you scroll across the details. Return to Edit to change values.
Create an invoice
- Add your business or sender name in Business and the customer name in Client.
- Use Items for descriptions, quantities and rates. At least one described row needs a quantity and rate above zero before saving or exporting.
- Review Dates, then choose currency, tax, discount, shipping and amount paid in Taxes.
- Add notes and payment instructions in Notes. Expand Document options below the fields for the logo, due-date visibility, Ship-to address and payment watermark.
- Choose a template above the workspace, check the invoice and select Download PDF.
Draft versus saved invoice
The editor automatically keeps one working draft. “Draft saved on this device” does not mean that a separate invoice has been added to Saved invoices. Choose Save to library to keep that record; on mobile this is in More. After editing an existing saved invoice, choose Save to library again to update it.
Print, email, new invoice and undo
Open More for Print invoice, Open email draft and New invoice. Email opens your own email app; download and attach the PDF yourself. New invoice asks before replacing the current draft. If you remove a line item by mistake, More → Undo removed item restores it without reverting later edits. It does not undo ordinary field changes.
Keep a backup
In Saved invoices, Download backup creates a JSON file and Import backup restores it. Export CSV is for spreadsheet summaries. Save the current draft to the library before downloading a backup. Records stay in this browser and do not sync to an account.
Follow the six-step tutorial for a worked example, or see troubleshooting and backups.