Getting Started

Welcome to BooleanBooks - your comprehensive invoicing and business management solution!

What is BooleanBooks?

BooleanBooks is a powerful platform designed to help you:

• Create and manage professional invoices
• Track payments and expenses
• Manage your clients and inventory
• Generate financial reports
• Streamline your business operations

Getting Started

This guide will walk you through the essential steps to set up your account and start using BooleanBooks effectively. Follow these steps in order, or jump to any section that interests you.

Let's get started!

The first step is to set up your business profile. This information will appear on your invoices and help personalize your experience.

Access Settings

1. Click on your profile icon in the top right corner
2. Select Settings from the dropdown menu
3. Navigate to the Organization or Profile section

Add Business Information

Fill in the following details:

Company Details

• Company Name: Your business or organization name
• Business Type: Select your business structure
• Tax ID: Your tax identification number (if applicable)
• Industry: Select your industry type

Contact Information

• Email Address: Your primary business email
• Phone Number: Business contact number
• Website: Your business website (optional)

Address

• Street Address: Your business location
• City, State, ZIP: Complete address details
• Country: Your country of operation

Branding

• Company Logo: Upload your logo (recommended size: 200x200px)
  • Supported formats: PNG, JPG, SVG
  • Your logo will appear on all invoices

Set Default Preferences

• Default Currency: Choose your primary currency
• Date Format: Select your preferred date format
• Time Zone: Set your business timezone
• Fiscal Year: Define your fiscal year start date

Once you've completed your profile, you're ready to move to the next step!

Before creating invoices, you'll need to add clients to your system. This makes invoicing faster and helps you track client relationships.

Navigate to Clients

1. Click Clients in the sidebar menu
2. Click the "Add New Client" button (usually in the top right)

Enter Client Information

Basic Details

• Client Name: Company or individual name
• Email Address: Primary contact email
• Phone Number: Contact phone number

Billing Address

• Street Address: Client's billing address
• City, State, ZIP: Complete address
• Country: Client's country

Additional Information

• Contact Person: Name of primary contact (if applicable)
• Tax ID: Client's tax identification number
• Payment Terms: Default payment terms (e.g., Net 30)
• Notes: Any special instructions or notes

Save Your Client

Click "Save" to add the client to your database. You can edit this information anytime.

Tips

• Add Multiple Clients: You can add as many clients as needed
• Import Clients: Use the import feature to bulk add clients from a CSV file
• Client Groups: Organize clients into groups for easier management

Once you have at least one client added, you're ready to create your first invoice!

Setting up payment methods allows your clients to pay invoices directly online, making it easier for you to receive payments.

Access Payment Settings

1. Go to Settings (click your profile icon)
2. Navigate to Payments section

Payment Method Options

Stripe Integration (Recommended)

Stripe allows clients to pay via credit card or bank transfer.

1. Click "Connect Stripe" or "Set Up Stripe"
2. You'll be redirected to Stripe's authorization page
3. Sign in or create a Stripe account
4. Authorize the connection
5. Return to BooleanBooks

Benefits:

• Automatic payment recording
• Secure credit card processing
• Support for multiple currencies
• Real-time payment notifications

PayPal Integration

1. Click "Connect PayPal" or "Set Up PayPal"
2. Enter your PayPal business email
3. Configure currency settings
4. Authorize the connection

Benefits:

• Popular payment method
• Easy for clients to use
• Supports multiple currencies

Bank Transfer

1. Click "Add Bank Account"
2. Enter your bank details:
   • Bank name
   • Account holder name
   • Account number
   • Routing/Sort code
   • SWIFT/BIC code (for international)
3. Save the account

Note: Bank transfer payments are recorded manually when you receive them.

Manual Payment Methods

You can also record payments for:

• Cash
• Check
• Other payment methods

Enable Payment Links

Once payment methods are configured:

1. Enable "Payment Links on Invoices" in settings
2. Payment buttons will automatically appear on invoices you send
3. Clients can click to pay directly

Test Your Setup

• Create a test invoice
• Send it to yourself
• Try making a payment to ensure everything works

Your payment setup is complete!

Customizing your invoice template ensures your invoices look professional and reflect your brand.

Access Invoice Templates

1. Go to Settings
2. Navigate to Invoice Template or Templates

Choose a Template

BooleanBooks offers several pre-designed templates:

• Classic: Traditional invoice layout
• Modern: Clean, contemporary design
• Minimal: Simple and elegant
• Professional: Business-focused design

Select a template that matches your brand style.

Customize Your Template

Branding Elements

• Logo: Your uploaded logo will appear automatically
• Color Scheme: Choose colors that match your brand
  • Primary color for headers and accents
  • Secondary color for highlights
• Font Style: Select a font that reflects your brand

Layout Options

• Header Style: Choose how your company information appears
• Item Layout: Configure how line items are displayed
• Footer Content: Add terms, notes, or additional information

Invoice Details

• Invoice Number Format: Customize how invoice numbers are generated
  • Example: INV-{YEAR}-{NUMBER} → INV-2024-001
• Default Terms: Set default payment terms
• Default Notes: Add standard notes to all invoices
• Tax Display: Configure how taxes are shown

Preview Your Template

1. Use the Preview button to see how invoices will look
2. Make adjustments as needed
3. Save your template

Save Your Template

Click "Save" to apply your template. All new invoices will use this template automatically.

Tips

• Consistent Branding: Use your brand colors and logo consistently
• Clear Information: Ensure all important details are visible
• Professional Look: Keep the design clean and professional
• Test Print: Print a sample invoice to ensure it looks good on paper

Your invoice template is now customized!

Now that your account is set up, let's create your first invoice!

Navigate to Invoices

1. Click Invoices in the sidebar menu
2. Click the "New Invoice" button (usually in the top right)

Fill in Invoice Details

Select Client

• Choose a client from the dropdown
• Or click "Add New Client" to create one on the fly

Invoice Information

• Invoice Date: Today's date (default) or select a date
• Due Date: Set when payment is due (e.g., 30 days from invoice date)
• Invoice Number: Auto-generated based on your template settings

Add Line Items

Click "Add Item" or "Add Line Item" to add products or services:

For each item, enter:

• Description: Name of the product or service
• Quantity: Number of units
• Unit Price: Price per unit
• Tax: Select applicable tax rate (if any)
• Total: Automatically calculated

Tips:

• Add detailed descriptions so clients understand what they're paying for
• Use inventory items if you've set up your inventory
• You can add multiple line items

Configure Taxes

• Tax Type: Select tax type (Sales Tax, VAT, GST, etc.)
• Tax Rate: Enter the percentage
• Tax Calculation: Choose if tax is included or added

Additional Information

• Notes: Add any special notes for the client
• Terms & Conditions: Payment terms or other conditions
• Discount: Apply a discount if applicable (percentage or fixed amount)

Review Your Invoice

Before saving:

• Review all line items and totals
• Check calculations are correct
• Verify client information
• Ensure dates are accurate

Save or Send

You have two options:

Save as Draft

• Click "Save Draft" to save without sending
• You can edit and send later
• Useful for invoices that need review

Send Invoice

• Click "Save & Send" or "Send Invoice"
• The invoice will be emailed to your client
• A PDF copy is automatically generated
• Payment links are included (if payment methods are set up)

After Sending

• The invoice status changes to "Sent"
• You'll receive a confirmation
• The client receives an email with the invoice
• You can track when the client views the invoice

Next Steps

• Track Payments: Monitor when payments are received
• Send Reminders: Set up automatic reminders for overdue invoices
• View Reports: Check your invoice and payment reports

Congratulations! You've created your first invoice! 🎉

Your dashboard is your command center. Let's explore what you can see and do here.

Dashboard Overview

The dashboard provides a comprehensive view of your business at a glance.

Key Metrics

At the top of your dashboard, you'll see:

• Total Revenue: Sum of all paid invoices
• Outstanding Invoices: Amount yet to be received
• Overdue Amount: Invoices past their due date
• Total Expenses: Sum of all recorded expenses
• Net Profit: Revenue minus expenses

Charts and Analytics

Expense Categories Chart

• Visual breakdown of expenses by category
• Filter by time period (Current Month, 6 Months, 12 Months)
• Helps identify spending patterns

Payment Status Chart

• Shows percentage of paid vs unpaid invoices
• Filter by time period
• Track payment trends over time

Recent Activity

• Recent Invoices: Latest invoices created
• Recent Payments: Latest payments received
• Recent Expenses: Latest expenses recorded
• Upcoming Due Dates: Invoices due soon

Quick Actions

From the dashboard, you can quickly:

• Create a new invoice
• Record a payment
• Add an expense
• Add a new client

Customization

• Date Range: Filter dashboard data by date range
• Currency: View amounts in your preferred currency
• Refresh: Click refresh to update data in real-time

Navigation Tips

• Sidebar Menu: Access all main sections
• Search: Use the search bar to find invoices, clients, or items
• Notifications: Check the bell icon for important updates
• User Menu: Access settings, profile, and logout

Regular Monitoring

Check your dashboard regularly to:

• Monitor cash flow
• Track outstanding payments
• Review expense patterns
• Stay on top of due dates

Your dashboard is now your business intelligence hub!

Congratulations! You've completed the essential setup. Here are some additional features to explore:

Advanced Features

Inventory Management

If your plan includes inventory:

• Add Products: Create a catalog of products/services
• Track Stock: Monitor inventory levels
• Set Reorder Points: Get alerts when stock is low
• Use in Invoices: Quickly add items from inventory

Expense Tracking

• Record Expenses: Track all business expenses
• Categorize: Organize expenses by category
• Attach Receipts: Upload receipt images
• Link to Clients: Mark expenses as billable
• Tax Tracking: Track tax-deductible expenses

Reports & Analytics

Access comprehensive reports:

• Profit & Loss: Revenue vs expenses
• Cash Flow: Money in and out
• Balance Sheet: Assets and liabilities
• Tax Reports: Tax summaries for filing
• Client Reports: Revenue by client
• Sales Reports: Performance analytics

Payment Tracking

• Record Payments: Manually record received payments
• Payment History: View all payment transactions
• Payment Reminders: Set up automatic reminders
• Payment Links: Enable online payments

Client Management

• Client Groups: Organize clients into groups
• Client Notes: Add important information
• Invoice History: View all invoices per client
• Payment History: Track payment patterns

Tips for Success

Best Practices

1. Regular Updates: Keep client information current
2. Timely Invoicing: Send invoices promptly
3. Follow Up: Remind clients of overdue invoices
4. Organize: Use categories and tags effectively
5. Backup: Export data regularly for backup
6. Review Reports: Check reports monthly to understand your business

Automation

• Recurring Invoices: Set up invoices that repeat automatically
• Payment Reminders: Automate overdue invoice reminders
• Email Templates: Customize email messages
• Auto-numbering: Configure automatic invoice numbering

Integration

• Accounting Software: Connect with QuickBooks, Xero, etc.
• Bank Feeds: Import transactions automatically
• API Access: Use the API for custom integrations

Getting Help

If you need assistance:

• Knowledge Base: Browse articles and guides
• Help Documentation: Comprehensive documentation
• Contact Support: Reach out via email or chat
• Video Tutorials: Watch step-by-step videos

You're All Set!

You now have everything you need to start managing your business with BooleanBooks. Remember:

• Start simple and add features as you need them
• Explore the platform to discover what works best for you
• Don't hesitate to reach out for help

Happy invoicing! 🚀