Create a sales invoice or cash receipt
PDF invoices with tax panels. Clients pay you outside Onevyu.
In this help article
PDF invoices with tax panels. Clients pay you outside Onevyu. This page is a Onevyu product help article — not a marketing landing page. Use the steps in the app after you sign in, or start from the help center if this is not the guide you need.
More help topics
- Personal Instagram or WhatsApp — Switch Instagram to a Professional account, link a Facebook Page, and see what the WhatsApp Business Platform needs versus the phone apps.
- Connect Instagram & WhatsApp — Business assets only: WhatsApp Business + verifiable number, Instagram Business on a Facebook Page. Personal WhatsApp will not connect. Meta’s 24-hour messaging window applies.
- Follow-ups & Needs your approval — Queued for review is not auto-send. Approve drafts under Follow-ups → Needs your approval after you log in.
- Inbox / Conversation AI — Draft replies in-thread from Conversation CRM — AI suggests; you send. Email replies go through Onevyu mail; Onevyu never reads your Gmail.
- Invoices & how clients pay — Professional PDF invoices — clients pay you directly; Onevyu does not collect invoice payments. Public link is view-only.
- Corporate financial statements — Board-ready P&L and balance sheet from CRM data (PDF/Excel) in your reporting currency. Trust the source counts — not an audit opinion.
- Bookings & Google Meet — Client Bookings tab for sessions; connect Google Calendar for Meet links. Public booking page uses your profile short id.
- AI Assistant (/command) — Plain-English confirm-first CRM help. Open /command after login — not a separate /assistant app.
- Meta 24-hour rule & WhatsApp templates — Free-text Meta replies within 24h of the customer’s last message. After 24h WhatsApp needs Meta-approved templates.
- Lead capture without Meta — Shareable intake forms and QR links when prospects never message you first — no WhatsApp or Instagram setup required.
- Trial, billing & refunds — 5-day Pro trial of the full product (no card). After you pay, cancel stops renewal only — payments are non-refundable. Manage billing in Settings → Billing.