How-To Guides

Step-by-step walkthroughs of the specific things you actually need to do — set up SMTP, import a Chase CSV, draft an estimate, configure recurring invoices, send a contract for signature.

Each tutorial assumes you're a working business owner with limited time and zero patience for marketing copy. Screenshots where they help, exact menu paths, the actual buttons you press. Most posts are 5-8 minute reads and end with a "what to do next" pointer to the related guide. If you're new to Daily Invoice Maker, the "first 10 minutes" setup walkthrough covers everything you need to invoice your first customer today.

How-To ⏱ 6 min

Tax Season Prep with Daily Invoice Maker: A Month-by-Month Playbook

Concrete month-by-month playbook for using Daily Invoice Maker to prepare for tax season in advance — bank imports, receipt capture, dashboard reviews, and the year-end report.

Daily Invoice Maker · May 5

How-To ⏱ 5 min

5 stars → 35 stars: how auto Google review follow-up triples local leads

Most tradespeople never ask for reviews. Set this once: when an invoice is Paid, the customer gets a Google review link by SMS (98% open rate) or email.

Daily Invoice Maker · May 11

How-To ⏱ 5 min

Dirty hands? Dictate your invoice notes with voice-to-text

Voice-to-text mic button in invoice and estimate notes. Native speech recognition, no audio sent to a server. Works offline-friendly on modern Android.

Daily Invoice Maker · May 11

How-To ⏱ 4 min

Recurring Invoices for Pool, HVAC, Lawn, and Cleaning Services: Setup Without Losing Track

How to set up recurring invoices for service businesses without losing track of one-off charges, missed visits, or rate increases. With concrete examples.

Daily Invoice Maker · May 5