Contents
★ Quick start — your first invoice in 5 steps
New to InvoYX? Follow these five steps and you'll have your first invoice ready in a few minutes.
- Install InvoYX
Download from Google Play or the App Store and open the app. No account or internet connection required.
- Enter your company details
Go to Profile → Company data. Add your name, address, phone, email and logo — they appear on every invoice.
- Add your bank details
Go to Profile → Bank details and enter your IBAN. InvoYX adds a payment QR code to every invoice automatically.
- Set your tax numbers
Go to Profile → Tax data and enter your tax number and VAT ID, so invoices are tax-compliant.
- Create & send your invoice
Tap New Invoice, add a customer and line items, then share the ZUGFeRD PDF by email or WhatsApp.
💡 Tip: explore the full feature list or read the guides on ZUGFeRD, QR payments and more.
1 Profile
1.1 Company data
This is the information printed on every invoice you create. Your logo appears in the top-left corner; your company name, address, phone and email appear below it. Fill this in once and every invoice is automatically branded and complete.
1.2 Bank details
Your bank details make it easy for customers to pay: InvoYX generates a payment QR code on every invoice directly from your IBAN, so customers can pay with a single scan. The IBAN is checked automatically so you can't mistype it. You enter three things: your IBAN, the BIC, the bank name and the account holder.
Payment note — this is the payment instructions printed on the invoice. It is pre-filled automatically, but you can customize it with placeholders if you have special requirements:
{dueDate} {iban} {accountHolder} {days} (days remaining until payment is due) {fee}
1.3 Tax data
Your tax data is used in invoice calculations, the PDF and e-invoice output, tax exports and reports. Enter it once and every document is tax-compliant.
- Tax number — the tax number you received from your tax office (in Germany the format is e.g. 12/345/67890). It identifies you to the tax authorities. InvoYX prints it on your invoices and includes it in ZUGFeRD e-invoices.
- VAT ID (USt-IdNr.) — your EU-wide VAT identification number (e.g. DE123456789). You need it for cross-border business within the EU and for validating your customers' VAT IDs. InvoYX prints it on invoices and includes it in ZUGFeRD e-invoices.
2 Invoice defaults
Set up how your invoices are numbered and paid: the invoice-number prefix and starting number, the default tax rate, and the payment term (how many days your customer has to pay). Set this once and every new invoice follows your rules automatically.
3 Language, currency & country code
- Language — the language of the app's menus and buttons.
- Currency — the default currency, shown on every invoice.
- Document language — the language your invoices and tax reports are generated in. You can use the app in your own language while your documents are written in your customer's language — one of InvoYX's key strengths for international work.
- Country code — the default dialing code added to phone numbers for new customers (e.g. Germany +49).
4 Reports & accounting exports
Filter reports by month, quarter, year or a custom period, and export your data for your accountant in the format they use. Scroll down to filter by time period.
Supported export formats include: DATEV (Germany), Austria, Abacus/Bexio (Switzerland), UK HMRC MTD, USA QuickBooks, Sweden SIE-4/Visma, Norway SAF-T, Denmark e-conomic, Finland Procountor, Netherlands Exact, Spain ContaSol, France CogiD, Italy Fatture in Cloud, Poland wFirma, Türkiye Logo, Romania SAGA, generic Excel, BiH Pansoft, Russia, Japan and Hungary Számlázz.hu. You can set your default format here.
E-invoicing: every invoice is a ZUGFeRD / Factur-X hybrid PDF. You can also export all income and expenses at once from the dashboard.
5 Dunning (payment reminders)
Turn on dunning and InvoYX helps you chase late payments automatically. You get three reminder levels, each with its own number of days and late fee, plus a status so you always know whether the first, second or third reminder was already sent. Also included: payment reminders, payment confirmations, partial-payment confirmations and formal dunning notices.
6 Message & invoice templates
Email / WhatsApp templates
Every message — email, WhatsApp or any other app — can be customized. Sensible default text is pre-filled, but you can tailor the wording for: invoices, payment reminders, payment confirmations, partial-payment confirmations and dunning levels 1, 2 and 3.
Invoice templates
If you bill the same services again and again, save them as a template and import it into any new invoice — no retyping line items.
7 Notifications & storage
Notifications
Switch notifications on or off as you like. InvoYX can remind you daily to create a backup, so you never lose your data.
Storage
On Android you can choose where your data is stored. On iPhone the folder name is shown for reference.
8 Security & backup
Security (app PIN)
Create an app PIN and InvoYX will open only with that code. The same PIN is used to encrypt your backup, so your financial data stays private.
Backup & transfer
- Daily backup — InvoYX asks daily whether to create a backup, and updates it with your permission.
- Create backup — create a backup at any time, or import an existing one onto a new device.
- Share backup — send your encrypted backup by email, WhatsApp or save it to a folder.
? Frequently asked questions
How do I create my first invoice?
Tap New Invoice, add a customer (or import one from your contacts), add your line items and save. Then share the PDF by email or WhatsApp — it's a ZUGFeRD/Factur-X hybrid that accounting software reads automatically.
Does my invoice show bank details for payment?
Yes. Once you enter your IBAN under Profile → Bank details, every invoice carries a payment QR code your customer can scan to pay instantly.
What is ZUGFeRD / Factur-X and why does it matter?
It's the standard for hybrid e-invoices: a normal PDF that also contains machine-readable data, so your customer's accounting software (DATEV, Lexoffice, SAP and more) imports it automatically.
Can I use InvoYX in my own language?
Yes — 27 languages, and the app language is independent from the invoice language. Use the app in your language, invoice in your customer's.
Where is my data stored and is it safe?
Only on your device. No cloud, no server, no account. Backups are AES-256 encrypted with your PIN, and the app itself can be PIN-locked.
How do I back up my invoices?
InvoYX reminds you daily. Go to Profile → Backup & Transfer to create, import or share an encrypted backup at any time.