User Guide

Go to Subscription in the sidebar and click Upgrade to Pro. You'll be taken to a secure Stripe checkout page to enter your payment details. Once payment is confirmed your account is upgraded instantly.

Go to Subscription in the sidebar and click Manage Subscription. This opens the Stripe customer portal — select Cancel Plan to cancel. Your Pro access remains active until the end of your current billing period. No partial refunds are issued for unused days.

Yes — customers must exist before you can create an invoice. Add them under the Customers section.

On the New Invoice page, select a customer and type a plain English description of the work, then click Generate Draft. The AI reads your description and fills in line items, quantities, and unit prices. Review the result, then click Create Invoice to save.

Two dates are required — include both in your description or the draft will fail:

• Invoice date — the date you are issuing the invoice. Cannot be in the future.
• Service date — the date the work was performed or is scheduled. Can be in the future (e.g. for work already agreed upon but not yet completed).

Good example:

Website redesign, 8 hours at $120/hr. Work completed March 1, 2026. Invoice date March 5, 2026.

Tips for a good description:

• Include what the work was, the quantity (hours, units, etc.), and the rate.
• Always include both the invoice date and the date the work was done.
• The invoice date cannot be in the future — use today's date or earlier.
• The service date can be in the future — useful for scheduled work already agreed upon.
• Keep the description under 2,000 characters.
• If your description is too vague (e.g. just "invoice"), the AI cannot generate line items — add more detail.
• AI drafts are limited to 20 line items per invoice. For invoices with more than 20 line items, use manual entry instead.

Yes — go to Business Settings in the sidebar to update your business information. To update a customer, click Edit next to their name on the Customers page.

Invoices cannot be edited once created. If you need to correct an error, create a new invoice and note the revision in the work description.

Invoices are sent from invoices@munerohq.com — this ensures reliable delivery. The Reply-To is set to your business email (as configured in Business Settings), so when your customer replies to the invoice email, it goes directly to you.

Yes — open the invoice detail page and click Resend Invoice to send a fresh copy to your customer. You can choose the payment method again when resending.

Invoices that have passed their due date are automatically marked Overdue in your invoice list — you can see this status. To follow up, open the invoice detail page and click Resend Invoice to send a fresh reminder email. Alternatively, when the invoice was originally sent your customer was emailed and you were CC'd — you can reply directly to that email thread to follow up personally. Your customer can also still use the original Stripe payment link (if one was included) to pay at any time.

On the New Invoice page, click Switch to manual entry below the AI draft section. You'll see a line items table where you can add rows with a description, quantity, and unit price (in CAD). Click Add Line Item to add more rows. Taxes are calculated and shown automatically based on your business province and registration. Manual entry has no monthly limits and is available on both Free and Pro plans.

Yes — when you select a customer on the New Invoice page, MuneroHQ automatically loads services you have previously billed to that customer. As you type in a line item description, matching suggestions appear in a dropdown — up to 20 top suggestions, ordered by most frequently used. Click a suggestion to fill in the description, quantity, and unit price from your last invoice for that service. This works in both AI-assisted and manual entry modes.

On the Invoices page, use the search bar at the top to search by invoice number or customer name. You can also filter by status (Draft, Sent, Paid, Overdue, etc.) using the status filter dropdown. Both search and filter can be used together.

On the Customers page, use the search bar to filter customers by name or email address in real time.

Yes — on the Customers page, click Archive next to any active customer to hide them from your active list. Archived customers won't appear when creating a new invoice. Note: you can't archive a customer who has open (draft or sent) invoices — void or collect payment first. To restore an archived customer, click the Archived tab on the Customers page and click Restore. You can also archive or restore from the customer's edit page using the button at the bottom.

Go to Account Settings in the sidebar (under your email at the bottom). Enter your current password and your new password, then click Update Password — if you've forgotten your password, use the Forgot password link on the login page to reset it by email.

MuneroHQ is a web app designed for desktop browsers. There is no iOS or Android app at this time. You can access it from any modern desktop or laptop browser.

Custom logos and invoice branding are planned for a future update. MuneroHQ currently generates clean, professional invoices with your business details included automatically.

Not yet — each MuneroHQ account is linked to one business profile. If you operate more than one business, you will need a separate account for each. Support for multiple businesses per account is planned for a future update.

Yes — when creating an invoice, expand the Payment Terms section to choose from:

• No terms — no due date is shown on the invoice.
• Due on Receipt — payment is expected immediately.
• Net 7 / Net 15 / Net 30 / Net 60 — due date is calculated from the invoice date.
• Custom date — pick a specific due date.

The due date appears on the PDF and in the invoice detail view. It is for your records and your client's reference — MuneroHQ does not send automatic reminders when a due date passes.

If your Pro subscription payment fails, MuneroHQ sends you (the account owner) an email with a link to update your payment method. Your customer invoices are not affected — this is only about your MuneroHQ subscription billing. Go to Subscription in the sidebar to update your card.

When a customer pays by card, the invoice is automatically marked Paid your customer receives a payment receipt by email and you receive a payment notification confirming the invoice has been paid — for payments collected outside MuneroHQ (e-transfer, cash, cheque, bank transfer), mark the invoice paid manually by clicking Mark as Paid on the invoice detail page and optionally notify your customer by email at the same time.

On the Free plan, you get 20 AI-assisted invoice drafts per month. The quota resets on the 1st of each month. You can check your current usage under the AI draft section on the New Invoice page. Once you hit the limit, AI drafting is disabled for the rest of the month — you can still create invoices using manual entry at any time with no limits. Upgrading to Pro removes the monthly AI quota entirely.

Your e-transfer email is the address you include on invoices when customers pay by e-transfer. By default it is your business email, but you can set a separate e-transfer email in Business Settings under the E-Transfer Email field — useful if you use a dedicated address for Interac e-transfer deposits. This address appears in the invoice email and on the PDF when you choose Pay by e-transfer.

Go to Business Settings in the sidebar and click Connect Stripe to go through the Stripe Connect Express onboarding and connect or create a Stripe account. Once connected, card payments from your customers go directly into your Stripe account and then to your bank. MuneroHQ never holds your funds. You only need to do this once.

Yes — open any invoice detail page and click Copy Invoice to create a new draft pre-filled with the same customer, line items, payment terms, and service date. You can adjust anything before saving. Useful for recurring work or repeat customers.

Yes — when creating an invoice, expand the Invoice Number field to override the auto-generated number (INV-0001, INV-0002, etc.) with your own. Useful if you are migrating from another invoicing system and want to keep your numbering sequence continuous. The number must be unique within your account.

Yes — two ways. When a customer pays by card, they automatically receive a payment receipt by email — no action required on your part. When you manually mark an invoice paid (e-transfer, cash, cheque, bank transfer), you can optionally notify your customer by email at the same time — there is a checkbox in the Mark as Paid flow.

Card payment fees are the Stripe processing fees deducted from each payment (typically 2.9% + $0.30 per transaction, depending on your Stripe plan). Net deposited is your total revenue minus those fees — the amount that actually reaches your bank. Both figures are shown in the Revenue Dashboard on the Pro plan.

All data is stored securely. Payments are processed by Stripe — MuneroHQ never stores card details.