The best invoice system is the one you trust before money is on the line. A clean Reinvoice workspace gives you one place for customers, invoices, credits, and follow-up, so you do not have to rebuild the same details every time you bill someone.
Setup only takes a few minutes, but it shapes how the rest of the app feels. Start with the right workspace, add the details you reuse often, then create your first invoice from a calmer place.
Pick the workspace that matches how you work#
After signup, Reinvoice asks what you are using the app for. Choose Personal if you work solo, freelance, consult, or run your own client list. Choose Team if more than one person needs to manage billing, contacts, or workspace settings.
This choice matters because teams need shared access and a shared workspace name. A solo workspace keeps things simple. A team workspace gives your business a shared home.
Name the workspace clearly#
If you choose Team, enter the business or organization name. Use the name your teammates and customers already know. You can change it later in workspace settings, but a clear name helps everyone know where they are working.
Use the dashboard as your starting point#
When setup finishes, Reinvoice opens the dashboard. Think of it as your billing control room. From there you can create invoices, view invoice history, add contacts, issue credit memos, and open settings.
Do not rush straight into sending an invoice. Take a moment to add the details that will appear again and again, such as your business name, email, address, logo, and default invoice preferences.
Do these three things next#
- Open Profile and add your business details.
- Add one real customer in Contacts.
- Create a draft invoice and review the preview before sending.
A useful setup habit#
Treat setup like a dry run. Create a draft invoice for a real customer, check the preview, then adjust anything that looks off. Once your first draft looks professional, future invoices become much faster.