Guide

How to use Invoice Hub

Set up your companies, LUTs and rates, raise export invoices, record payments and give your CA the register. Short pages, written from the real screens.

Start with the setup checklist API reference

Getting started

Welcome to Invoice HubWhat Invoice Hub does, how access works, and where to begin. Setup checklistThe order to set things up in, from an empty organisation to your first export invoice.

Masters

CompaniesAdd the legal entities you invoice from, with GSTIN, address and invoice defaults. Bank accountsAdd remittance accounts per company and currency, and choose a default for each currency. LUTs (Letters of Undertaking)Record each company's LUT per financial year so export invoices carry the right ARN automatically. BrandingUpload the logo, signature and stamp that appear on printed invoices. Clients (buyers)Add the overseas buyers you invoice, with address, country, currency and payment terms. Exchange ratesKeep exchange rates by date, add them one at a time or in bulk, and understand how invoices look them up.

Invoicing

Raising an invoiceCreate an export invoice step by step: date, parties, currency, bank, LUT, tax context, line items and totals. Statuses, printing and duplicatesMove invoices between Draft, Sent, Paid and Cancelled, print or save as PDF, and duplicate repeat invoices. Line-item librarySave the products and services you bill often and reuse them on any invoice. Recording payments (realisation)Record when money actually landed and how much survived the fees, so receivables reflect reality.

Reports

CA register and CA copiesGive your accountant a register of every invoice with realisation detail, CSV export and printable CA copies.

Team and security

Users and rolesInvite your team, assign roles, and understand how permissions work. Two-factor authenticationProtect your account with a code from an authenticator app. Passwords and signing inReset a forgotten password, change your password, and how sign-in is protected. Activity logSee sign-ins, refusals and admin changes in your organisation. API tokensCreate personal API keys for the read-only Invoice Hub API.

Help

TroubleshootingFixes for the warnings and empty lists you are most likely to meet.

Developers

API referenceAuthentication, scopes, pagination, errors and every endpoint, with examples. API tokensCreate and revoke the keys your integrations use. For AI assistantsA plain-text index of this site for LLMs (llms.txt).

Prefer a walkthrough?

We will show you the whole flow with your own companies, buyers and currencies.

Request a demo See pricing