IRQDocs Help & Guides
Find practical help for using IRQDocs, along with clear guides to invoices, quotes and receipts.
Using IRQDocs
Help with business details, saved clients, documents, sharing, conversion and account features.
How do I use my Business Profile?
Save business details and document defaults so new invoices, quotes and receipts are quicker to prepare.
How do I use Saved Clients?
Save reusable client details and fill new invoices, quotes and receipts without entering the same information again.
How do I save and return to a document?
Automatically save invoices, quotes and receipts to your account and reopen them from the Dashboard.
How do I find and sort saved documents?
Search, sort and refresh saved invoices, quotes and receipts from the IRQDocs Dashboard.
How do I duplicate a saved document?
Create a separate copy of a saved invoice, quote or receipt and review its new number and date.
How do I delete a saved document?
Permanently remove a saved invoice, quote or receipt after checking what will be affected.
How do I convert a quote into an invoice?
Turn a saved quote into a new editable invoice while keeping the original quote unchanged.
How do I create a receipt from an invoice?
Turn a saved invoice into a new editable receipt while keeping the original invoice unchanged.
How do I create and use a share link?
Create a read-only link for a saved invoice, quote or receipt and replace it after making changes.
Invoices, quotes and receipts
Practical guidance on creating documents, what to include and which document to use.
How do I create an invoice?
Create a clear invoice, check the totals and download or share the finished document.
What should an invoice include?
A practical checklist of the business, client, payment and line-item details to include on an invoice.
What is the difference between an invoice, quote and receipt?
A practical explanation of when to use a quote, invoice or receipt and how the three documents relate.
Quote vs estimate: what is the difference?
How a quote and an estimate differ, how the terms vary by region and when to use each before issuing an invoice.