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Get Started in Four Steps

Set up your Every account and send your first invoice in 15 minutes.

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Step 1: Set Up Your Organization

Your organization stores your business information, branding, and default settings that appear on all invoices.
Go to Settings → Organization and fill in:
  • Business name (required)
  • Email, phone, and address
  • Website (optional)
This information appears on all your invoices, so make sure it’s accurate!
In Settings → Organization, set up:
  • Brand color - Used in templates and invoice pages
In Invoices → Customize, set up:
  • Logo - Appears on invoices and public pages
  • Note templates - Reusable text blocks for invoice notes (payment terms, thank you messages, etc.)
Set defaults in Settings → Organization:
  • Currency: USD or CAD
  • Due days: Payment timeline (e.g., Net 30)
  • Sales tax: Your standard tax rate
  • Invoice numbering: Automatic sequential
Ask Every Agent: “Update my organization name to ABC Consulting” or “Set my default invoice terms to Net 45”

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Step 2: Add Your First Client

Clients are who you invoice. Create them manually — when Google Workspace is connected the email field surfaces Google Contacts suggestions and auto-fills matching details.
Go to Clients → Add Client and enter:
  • Name (required) and email
  • Phone, address, website (optional)
  • CC email addresses (up to 2 for invoice copies)
After saving, open the client record and click the Enrich button to let Every Agent pull company details from Gmail, Calendar, and the public web. If you’ve already enriched a client, you can click the more options menu (⋮) and choose Enrich Again.
Connect Google in Settings → Integrations. On the Home dashboard, the Import Data card includes Scan Contacts, which analyzes your Google Contacts, Gmail, and Calendar. When complete, click to review the suggested contacts and select the ones you want to add as clients. You can also ask Every Agent to “scan my Google contacts and add the clients you find.”
Ask Every Agent: “Create a new client named ACME Corp with email [email protected]” or “Scan my Google contacts and add any that look like clients.”

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Step 3: Create Your First Invoice

Go to Invoices → Create Invoice and:
  1. Select a client
  2. Add line items (description, quantity, rate, tax)
  3. Set payment terms (issue/due dates, PO number)
  4. Add notes or attach files (optional)
Invoice totals calculate automatically as you add line items!
Offerings are service/product templates with pre-set pricing.Create them in Offerings → Add Offering → Enter name, description, rate → SaveThen quickly add offerings to invoices instead of typing details manually.
Review the preview, then:
  • Save as Draft to save without sending, or
  • Send Invoice to email immediately
When sent, clients receive a professional email with:
  • Invoice PDF attached
  • Secure link to view and pay online
Draft invoices can be edited anytime before sending.
Ask Every Agent: “Create an invoice for ACME Corp for 5,000inconsultingservices"or"InvoiceXYZCompanyforthewebsiteproject,5,000 in consulting services" or "Invoice XYZ Company for the website project, 15,000, due in 30 days”
Enable online payments so clients can pay invoices instantly with credit cards.
Settings → Payments → Connect Stripe Account → Complete onboarding (business info, bank account, identity)Once connected, invoices include a Pay Now button for instant credit card payments.
Clients with online payment options pay significantly faster!
With Stripe connected:
  • Clients pay via secure payment page (credit/debit cards)
  • Invoice status updates to Paid automatically
  • Funds deposit to your bank account per Stripe’s schedule
  • Email notifications for all payments
Processing fees: Typically 2.9% + $0.30 per transaction
Record offline payments: Open invoice → Record Payment → Enter amount, date, method, notes → SaveInvoice status updates automatically.
Ask Every Agent: “Connect my Stripe account” or “Record a $5,000 check payment from ACME Corp”

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What’s Next?

You’re now ready to use Every! Here are some features to explore:

Track Time

Use the timer widget to track billable hours and convert them to invoice line items.

Manage Expenses

Track business expenses, scan receipts with AI, and bill them back to clients.

Create Proposals

Send professional proposals and convert approved proposals into invoices.

Automate Recurring Invoices

Set up recurring invoices for clients you bill regularly (monthly, quarterly, etc.).

Use Every Agent

Chat with AI to create invoices, import data, analyze finances, and get business insights.

Connect Integrations

Sync with Google Workspace (Gmail, Calendar, Contacts) and HubSpot CRM.

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Tips for Success

Complete organization setup first - Proper configuration makes everything else easier and ensures professional invoices.
Enable client enrichment and online payments - AI enrichment saves time, and online payments get you paid faster.
Create offerings early - Templates for common services speed up invoicing significantly.

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Need Help?

Common Workflows

Learn how different businesses use Every

Troubleshooting

Solutions to common issues and problems