Guides
Short, practical walkthroughs for setting up your invoicing, automations, and tools. No jargon - just what to click and what happens next.
15 guides, all categories
Say the job out loud and Invio drafts the invoice - it matches your clients and prices, you review and send. On every plan: 3 a month free, 10 on Pro, 100 on Growth.
Connect Claude, ChatGPT or any MCP-capable AI straight to your Invio account. It can draft invoices and quotes and tell you who owes what. Drafting and sending are separate tools, and every send runs the same checks as a human send.
Connect every Xero organisation you run to Claude, ChatGPT or any MCP client, generate your connector URL, and see exactly how a proposed write is held for your approval before it ever reaches Xero.
Embed a quote-request form on your website, or share a hosted link. Every enquiry lands as a ready-to-send draft quote.
Set an invoice to repeat weekly, monthly, quarterly or yearly. Invio creates and sends each one automatically - perfect for retainers and memberships. 1 series free on every plan, unlimited on Pro.
Chase overdue invoices on autopilot. Friendly nudges go out before and after the due date, in your business name - or send one manually. Free on your first 3 invoices, unlimited on Pro.
Growth adds an embeddable lead-capture widget, an enquiries dashboard, and auto-drafted quotes on top of everything in Pro.
Connect Stripe once and a "Pay by card" button appears on every invoice. Clients pay instantly, the invoice marks itself paid, and the money lands in your account.
Manage two or more businesses from one login. Each business keeps its own invoices, clients, bank account, and branding - switch between them in a tap.
The $60,000 threshold explained, when voluntary registration pays off, and the exact myIR steps - plus how Invio adds GST to your invoices automatically once you flip the switch.
Export your customers from Xero, carry on your invoice numbers, and finish unpaid invoices in Xero while new ones start in Invio.
Export your clients from MYOB Business Lite or Pro in the browser, or from AccountRight, and carry on your invoice numbers.
Take your clients and invoice numbers, leave open Hnry invoices in Hnry, and work out who handles your tax afterwards.
Use an API token to create draft invoices, add clients, record expenses and read what you are owed from your own scripts or CI. Curl examples and an OpenAPI file. Sending an invoice always needs an explicit confirm.
Connect your Xero organisation and the invoices you send from Invio are copied into it, with their payments. How to connect, what is sent, how to send older open invoices, and how to disconnect.