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Get Started in Five 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 and proposals.
Go to Settings → Organization and fill in:
  • Business name (required) — appears prominently on all invoices
  • Email, phone, and full address
  • Website (optional)
This information appears on all your invoices and client-facing documents, so make sure it’s accurate!
Brand color — Select your primary color in Settings → Organization. Applied to invoices, public pages, and buttons.Logo — Go to Invoices → Customize → Upload Logo (PNG, JPG, or SVG, recommended 200x200px–400x400px with transparent background). Appears on all invoices and public pages.Note templates — Create reusable text blocks in Invoices → Customize for payment terms, thank you messages, late payment policies, etc. Optionally set one as the default for all new invoices.
Set defaults in Settings → Organization:
  • Currency: USD or CAD (can override per invoice)
  • Due days: Payment timeline — e.g., Net 30 (due date auto-calculates from issue date)
  • Sales tax: Your standard tax percentage (can override per line item)
  • Invoice numbering: Automatic sequential (INV-001, INV-002, etc.)
Add Business Context so the agent gives more relevant, accurate assistance.Go to Agent Settings → Context and describe your business, services, target clients, communication style, and invoicing preferences.

Learn more about Business Context

See full examples and best practices for customizing your agent.
Ask Every Agent: “Update my organization name to ABC Consulting” or “Set my default invoice terms to Net 45” or “Change my brand color to navy blue”

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Step 2: Add Your First Client and Contacts

Clients are the companies you invoice. Contacts are the people at those companies who receive your invoices and proposals.
Go to Clients → Add Client and enter:
  • Company name (required)
  • Phone, address, website (optional)
After saving, click the Enrich button to let Every Agent pull company details from Gmail, Calendar, and the web. If you’ve already enriched a client, click the more options menu and choose Enrich Again.
Open the client → Edit → Add Contact to add people:
  • Name and email (needed for sending invoices)
  • Phone, job title (optional)
  • Set invoice and proposal roles (Primary or CC)
Or go to Contacts to manage contacts independently and link them to clients.
Bulk import your network from LinkedIn or Google:
  • Contacts → Import → LinkedIn (upload Connections.csv)
  • Contacts → Import → Google Contacts (one-click import)
  • Or on the Home dashboard → Import Data → Scan Contacts for AI-powered suggestions
Ask Every Agent: “Create a new client named ACME Corp” or “Import my Google contacts” or “Scan my contacts and find potential 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!
Services are reusable billable work templates. Products are packaged items or deliverables with structured pricing.Create them in Services or Products, then reuse them in invoices and proposals instead of typing line items from scratch every time.
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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Step 5: Install the Mobile App (Optional)

Every works as a Progressive Web App (PWA) — install it on your phone for a native app experience with faster loading, offline access, and a home screen icon.
Automatic: Use Every in Chrome for a few minutes — Chrome shows an “Install Every” banner. Tap Install.Manual: Tap the Chrome menu (⋮) → “Install app” or “Add to Home Screen” → Confirm.
  1. Open Every in Safari (Chrome on iOS does not support PWA installation)
  2. Tap the Share button (square with arrow)
  3. Scroll down → “Add to Home Screen”
  4. Tap “Add”
  • Updates are automatic — you’ll see a “New version available” prompt when we deploy changes
  • Offline access is read-only — view previously loaded invoices and clients without internet
  • Creating or modifying data requires a connection

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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 Google Workspace, then connect Xero, HubSpot, or Granola in Agent Settings.

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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 services and products early - Reusable catalogs make invoicing and proposals much faster.

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Need Help?

Contact Support

Have questions? Our support team is here to help at hello@every.ai

Common Workflows

Learn how different businesses use Every

Troubleshooting

Solutions to common issues and problems