ADAM INVOICING

User Manual

A practical, step-by-step guide to operate Adam Invoicing.

1. Create your account

  1. Open the homepage and click 'Sign up free'.
  2. Enter your email and a password, or continue with Google.
  3. You start on the free plan (15 issued invoices per month).

2. Set up your first company

  1. Once signed in, go to Companies → New company.
  2. Fill in business name, country, currency, tax ID (NIF/CIF for Spain), and upload a logo.
  3. Adjust logo size and position — this is exactly how it renders on your PDF invoices.
  4. Choose an invoice prefix and starting number for each series (invoice / proforma / albarán / receipt).

3. Add customers

  1. Go to Customers → New customer.
  2. For Spanish clients use the AI Lookup box: type a company name or NIF and click Search to prefill the form.
  3. Set the customer's language, currency and — if you want automated reminders — turn on 'Auto-send AI payment reminders'.

4. Build a product catalog

  1. Open Products → New product.
  2. Add a name, description, unit price, unit and default tax rate.
  3. Saved products can be dropped into any invoice with one click.

5. Create and issue an invoice

  1. Click Invoices → New invoice.
  2. Optionally click 'Import from file (AI)' to prefill from a scanned receipt or PDF.
  3. Pick the customer, series, and add product lines.
  4. Click 'Save draft' to keep it as a draft, or 'Issue' to allocate the next invoice number and lock the number formatting.

6. Send an invoice by email

  1. Open the invoice detail page.
  2. Click 'Send to client' — the PDF is generated and attached automatically.
  3. Delivery, opens and bounces are visible in the Email delivery card on the same page.

7. Record and correct payments

  1. On the invoice detail page click 'Record payment'.
  2. Enter amount, method, and optionally email a receipt to the client.
  3. Made a mistake? Each payment row has Edit and Delete buttons that recompute invoice balance and status.

8. Automated reminders

  1. In Customers, toggle 'Auto-send AI payment reminders' for the clients that opt in.
  2. Every day at 08:00 UTC the scheduler drafts localized reminders for overdue invoices and sends them.
  3. You can review sent reminders in the invoice's Email delivery panel.

9. AI Automations page

  1. Open AI in the sidebar.
  2. Use 'Receipt OCR' to bulk-scan receipts, review each extracted field, and save the draft invoice.
  3. Use 'Insights' to see trends, cash-flow and top late payers for the last 30 / 90 / 180 days.

10. Manage plan and limits

  1. The free plan allows 15 issued invoices per month per company.
  2. When you hit the cap, issuing new invoices is blocked — drafts still work.
  3. Open Pricing to see plans; upgrade to Starter (50 invoices, 150 reminders, 3 members) or Pro (unlimited invoices, up to 3 companies, up to 10 members).