Tutorials
Short, practical guides to help you get the most out of the dashboard.
The full product guide is the user guide. The API is documented on the developer docs, not copied here.
Getting started
Create your account, learn the layout of every nav item, switch between Expense and Creator modes, and set the language and currency before you upload your first file.
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Upload your first invoice
Three ways to get invoices into InvoLoops — drag-and-drop, the Upload page, or email forwarding — plus what to expect from extraction and where files end up.
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Approve invoices in the Pending queue
Walk through every control on the Pending page — the vendor filter, the unlinked filter, per-card actions (Approve, Reject, Skip, change vendor), bulk approve, regenerate extraction, and pagination.
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Find anything in the Invoices list
Tabs, filters, every column, sorting, search, and the buttons that take you to a file preview or the full invoice detail.
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Edit a single invoice
Every field, button, badge and panel on /invoices/[id] — including the audit log, file preview, period lock warning, and how Re-extract differs from Edit.
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Manage vendors
Tour the Vendors page, the per-vendor detail screen, aliases and merge, default categories, the income-source toggle, and the extraction rules that teach the AI vendor-specific quirks.
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Resolve duplicate uploads
How InvoLoops detects duplicates, what a duplicate group looks like, and the actions available for keeping one row and dismissing the rest.
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Read the Dashboard
Every card, chart, filter, and tab on /dashboard — what each metric means, how the time-range picker works, and how to drill from a chart into the underlying invoices.
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Income and Profit pages
The two analytics pages dedicated to revenue and net profit — what each chart shows, the filters they share with the Dashboard, and how the VAT toggle changes the math.
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Issue invoices in Creator mode
The full Creator-mode workflow — sidebar layout, the Outbound list, every document type, the new-invoice form, customers, templates, credit notes, and the SHAAM/ITA status column.
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Tour the Settings hub
All four Settings tabs — General, Invoices, Security, Billing — and every card inside: account info, business entity, MFA, password, API keys, plan usage, and the email forwarding alias.
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