How to use Numwisely

These guides are written for daily operations, not developers. Follow each workflow step to keep uploads, reviews, and invoicing accurate.

Getting Started

Understand the app structure, sign in, and set up your workspace on day one.

How to import files correctly and choose the right processing mode.

Clean, edit, and validate transactions before finalizing.

Read and interpret your financial overview, charts, and spending trends.

Create, finalize and send invoices, correct them with credit notes, and get paid.

Prepare recurring invoice drafts for regular clients, then review and send them.

Build your invoice visual identity and reusable layouts.

Configure sender email and deliver invoices reliably.

Track recurring expenses and automate reminders.

Set legal business details used in invoices and communications.

Diagnose and fix common issues across upload, review, invoicing, and login.