Help and FAQ
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Sending invoices
- How to create and send an invoice Build an invoice from your dashboard, get a private share link, and email it to your client from JupiterInvoice.
- How to create an invoice without an account Use the free anonymous builder at /new to make and share an invoice with no signup, then save it to an account later.
- How to create an invoice from an existing PDF or pasted text Drop a PDF, image, or document, paste invoice text, or paste a public URL on the homepage and JupiterInvoice converts it for you.
- How to duplicate an existing invoice Copy a past invoice into a new draft from the Start faster panel, then edit dates and amounts and send.
- How to send a quote instead of an invoice Flip the Quote toggle on the builder to send a quote your client can accept or decline with a digital signature.
- How to import an invoice from Stripe Connect Stripe, paste a Stripe invoice dashboard URL, and JupiterInvoice pre-fills the customer, line items, and memo.
- How to download an invoice as a PDF Download any invoice or quote as a PDF from the detail page or the shared recipient view.
- How to mark an invoice as paid Sender guide: mark an invoice as paid from the invoice detail page once the funds arrive, and undo it if needed.
Receiving an invoice
- How to add or change a PO number on an invoice you received Add or update the PO number on an invoice you received in JupiterInvoice. Saves instantly and notifies the sender.
- How to update the billing company name and address on an invoice you received Correct the billing entity, address, AP contact, and tax ID on an invoice you received. The sender is notified and can revert.
- How to forward an invoice to your accounts payable team Forward an invoice you received to your AP team or approver by email, straight from the shared invoice page.
- How to tell the sender you have paid an invoice Let the sender know payment is on the way and how you paid. This notifies them but does not change the invoice status.
- How to ask the sender a question or request a change on an invoice you received Use the Comments thread on the shared invoice page to ask the sender a question or request a change. They get an email.
Bills and your account
- How to see invoices that were sent to you Open the Bills inbox at /bills to track invoices vendors issued to you: Outstanding, Paid, Needs review, and search.
- How to get vendors to invoice you with a link Share your invoice-me link from /bills so vendors fill in their own invoice and it lands in your Bills inbox automatically.
- How to add an invoice you received to your Bills Use Add to my bills on a shared invoice when signed in, or accept first-time vendors from the Needs review tray at /bills.
- How to add your logo and brand color to your invoices Upload a logo and set a brand color on your Sender Profile so every invoice you send carries your branding.
- How to create an API key Generate an API key on the Integrations page under API keys; the secret is shown once at creation, so copy it right away.
- How to remove the "Powered by JupiterInvoice" branding The Powered by JupiterInvoice footer appears on shared invoices; removing it is part of the paid plan, not a self-serve toggle yet.
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