Documentation
Guides, explanations and answers for every Nori Docs feature.
Getting started
- Create your account
- Dashboard
- Set up your company details
Team
- Create a team
- Invite members
- Roles & permissions
- Team settings
- Revoke a member invitation
- Resend a member invitation
- Set up SSO
- Delete a team
Invoices
- Send an invoice
- Create an invoice
- Bill a quote
- Set a payment term
- Payment QR code
- Invoice preview
- Save as template
- Create an invoice from a template
- Templates
- Recurring invoices
- Create and file an e-invoice
Proposals
- Create a proposal
- Send a proposal
- Share a proposal / preview
- Proposal history
- Collaboration
- Change a proposal status
- Change the proposal currency
- Discounts
- Discount label
- Surcharge
- Document preview
- Define line items
- Reorder line items
- Optional line items
- Use products in a line item
Time tracking
- Streams
- Time Pools
Banking
- Accounts
- Transactions
- A transaction in detail
- Match receipts to a transaction
- Receipts
Products
- Create a product
- Edit a product
- Delete a product
Customers
- Create customers
- Edit customers
- Delete customers
Connections
- Connect Toggl
- Connect your bank account
- Connect Notion
- Connect Rize
- Connect Pipedrive
- Connect Google
Add a group line
Create proposal variants
API
Documents
- Create your own document in Nori
PDF Templates
- Simple PDF customizations