Get the most out of Invio
Short, practical walkthroughs for the features that save you the most time. No jargon - just what to click and what happens next.
Voice-to-invoice
Say the job out loud and Invio drafts the invoice - it matches your clients and prices, you review and send. Free to try on every plan, 100 per month on Pro AI.
Read guideConnect your AI
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 - only you can send.
Read guideLead capture widget
Embed a quote-request form on your website, or share a hosted link. Every enquiry lands as a ready-to-send draft quote.
Read guideRecurring invoices
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.
Read guidePayment reminders
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.
Read guideWhat's in the Growth plan
Growth adds an embeddable lead-capture widget, an enquiries dashboard, and auto-drafted quotes on top of everything in Pro - for $29/month.
Read guideAccept card payments with Stripe
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.
Read guideRun multiple businesses
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.
Read guideRegister for GST in NZ
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.
Read guide