GlowInvoicing - Tenant User Guide

Your dashboard

The dashboard is the first page after you sign in. It shows what your plan includes: total invoiced, charts, recent invoices and anything that needs attention.

1. Use the menu on the left to open any area. Click a heading to fold or open a group.
2. The top bar shows your company, your plan and the FBR mode (Sandbox or Live).
3. Your name menu (profile, privacy, log out) is at the top right.

Company profile

Tell us who you are. This appears on every invoice and quotation.

1. Enter your company name, address, phone and tax numbers.
2. Upload your logo (PNG or JPG).
3. Press Save.

Bank accounts

Add the bank accounts customers should pay into. They can be printed on your invoices.

1. Press Add bank account and fill in the details.
2. Mark one account as the default.

Invoice settings

Choose your invoice number prefix, payment terms and the note printed at the bottom.

1. Change the prefix if you like (for example INV-).
2. Set the default payment terms.
3. Press Save.

Regional settings

Region, currency and time zone. Pakistan companies use PKR and Asia/Karachi.

Tax rates

Create the tax rates you use on invoice lines, such as 18% sales tax.

1. Add a rate with a name and percentage.
2. Set the default rate for new lines.

Customers

All the people and companies you bill.

1. Use Search to find a customer.
2. Press Add Customer to create one.
3. Open a customer to see their invoices.

Add a customer

Fill in the customer details. Email and mobile are required.

1. Enter name, email and mobile number.
2. For FBR invoices add the buyer's NTN or CNIC and province.
3. Press Save.

Items (products and services)

The catalogue you pick from when adding invoice lines.

1. Press Add Item.
2. Enter the name, price, unit and default tax.
3. For FBR add HS code, sale type and rate.

Add an item

Items speed up invoicing: choose one on an invoice and the line fills itself in.

Projects

Optional: group invoices by project for each customer.

Invoices

Your standard invoices. Filter by date, customer or status, and sort any column.

1. Press New Invoice.
2. Use the status filter to find unpaid invoices.
3. Use the icons on each row to view, edit, download or delete.

Create an invoice

Pick the customer, add lines and save as a draft.

1. Choose the customer and dates.
2. Press the grid icon beside an item box to pick from your catalogue.
3. Check the totals on the right and press Save.

Invoice details and payments

Open an invoice to download the PDF, mark it sent and record payments.

1. Press Record Payment and enter the amount and date.
2. Download the PDF or the payment receipt.

Quotations

Send a price offer first, then convert it to an invoice with one click.

Create a quotation

Works like an invoice. When accepted, press Convert to Invoice.

Recurring billing

Bill the same customer automatically every month, quarter or year.

1. Press Add Plan, choose customer, items and the schedule.
2. Each cycle creates a draft invoice for you to review.

FBR connection

Shows which FBR environment your company uses and whether the connection works. The GlowInvoicing team switches FBR on for you.

1. Send your FBR token using the secure box (it is never shown again).
2. Wait for our team to apply it.

FBR onboarding checklist

Follow the checklist. FBR requires you to pass a list of test scenarios in the sandbox before going live.

1. Open each scenario and press Create test invoice.
2. Validate and submit it in the sandbox until all scenarios are green.

FBR sandbox invoices

Test invoices sent to the FBR sandbox. They are not tax invoices and do not count against your limit.

FBR live invoices

Real tax invoices registered with FBR.

1. Open an invoice and press Validate, then Submit.
2. After submission the invoice is locked and shows the FBR number and QR code.
3. To correct it, create a Debit Note.

Create an FBR invoice

Each line needs HS code, sale type, rate and unit. Pick them from the lists loaded from FBR.

1. Choose the buyer. Their NTN or CNIC is copied onto the invoice.
2. Add items; the tax details fill from the item.
3. Press Save draft, then Validate and Submit from the invoice page.

FBR help centre

Plain-language answers about FBR rules, error codes and what to do.

Reports

Pick a report, choose the dates and open it. Export to PDF, Excel, Word or CSV, or print.

1. Press a report name.
2. Set the period and press Run.
3. Use the export bar above the table.

Plan, usage and renewal

See what you have used, compare plans and renew or upgrade by bank transfer.

1. Choose the billing period (monthly, 6 months, yearly).
2. Press Select on a plan, pay by bank transfer and upload the proof.
3. We approve it and email you; your plan then updates.

Refer and earn

Share your link. When a company you referred buys a plan, you earn a reward.

My profile

Change your name, photo and password.

Appearance

Pick a theme and accent colour for your whole workspace. You can preview before saving.

Export my data

Download a ZIP of your customers, invoices, payments and more at any time.