Apollo Help Center
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Short, step-by-step guides for everyday work in Apollo.
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1How to sign up for ApolloCreate your Apollo account in minutes: sign up, add your company, and start issuing professional invoices right away.2How to edit your company detailsUpdate your company's name, address, tax number and bank account in Apollo so they appear correctly on every document.3A tour of the Apollo dashboardLearn your way around the Apollo dashboard, sidebar navigation, quick search, and switching between companies.4How to create an invoice in ApolloLearn how to create an invoice in Apollo: add a customer, list your items, set the dates, and issue the document.5How to download an invoice as a PDFDownload any invoice as a PDF straight from its page in Apollo, or share a public link so your customer can view it online.6How to record a payment on an invoiceLearn how to record a payment on an Apollo invoice, log a partial payment, and see when the invoice becomes fully paid.
Getting started#
Create your account, add your company details and learn your way around.
- How to sign up for ApolloCreate your Apollo account in minutes: sign up, add your company, and start issuing professional invoices right away.
- How to edit your company detailsUpdate your company's name, address, tax number and bank account in Apollo so they appear correctly on every document.
- A tour of the Apollo dashboardLearn your way around the Apollo dashboard, sidebar navigation, quick search, and switching between companies.
Invoices#
Issue, send and track invoices, and record the payments you receive.
- How to create an invoice in ApolloLearn how to create an invoice in Apollo: add a customer, list your items, set the dates, and issue the document.
- How to download an invoice as a PDFDownload any invoice as a PDF straight from its page in Apollo, or share a public link so your customer can view it online.
- How to record a payment on an invoiceLearn how to record a payment on an Apollo invoice, log a partial payment, and see when the invoice becomes fully paid.
- How to connect your Shopify store to ApolloConnect your Shopify store to Apollo with the Apollo Invoicing app so orders become invoices automatically, and review how orders are processed.
- How to connect your WooCommerce store to ApolloConnect a WooCommerce store to Apollo without a plugin or manual API keys, so orders automatically become invoices, estimates and recorded payments.
- How to track unpaid and overdue invoicesSee which invoices are unpaid, partially paid or overdue in Apollo, filter and search the invoice list, and send a reminder.
- How to share a public invoice linkTurn on a public share link for any invoice in Apollo so your customer can view and download it online without signing in.
- How to invoice in a foreign currencyBill an international customer in their own currency: choose it on the invoice form and enter every price in that currency.
- How to add discounts to an invoiceGive a customer a discount on an invoice line, either as a percentage or a fixed amount, and see it reflected in the totals.
- How to connect a custom online store to ApolloConnect your own online shop to Apollo with a signed webhook or the API, so orders automatically become invoices, payments and credit notes.
Customers, items and taxes#
Keep your customer list, product and service catalogue and tax rates in order.
- How to add a customer in ApolloLearn how to add a new customer in Apollo, fill in their contact and tax details, and find every document you've issued them in one place.
- How to manage your items catalogCreate products and services in Apollo's catalog, set their price and tax, then reuse them with one click on every new invoice or estimate.
- How to manage tax rates in ApolloCreate and edit tax rates on the Taxes page in Apollo, then apply them to items and to lines on invoices, estimates and other documents.
Estimates and other documents#
Estimates, credit notes, advance invoices and delivery notes.
- How to create an estimate in ApolloCreate an estimate for a customer in Apollo, set how long it stays valid, and share it as a browser preview link or as a downloaded PDF.
- How to turn an estimate into an invoiceOnce a customer accepts your estimate, convert it into an invoice in Apollo with one click, without retyping the customer or the line items.
- How to issue a credit note in ApolloIssue a credit note for all or part of an already issued invoice straight from its view, or create a standalone credit note in Apollo.
Settings and branding#
Logo, templates, numbering and the default text on your documents.
- How to add your logo and brand colorUpload your company logo, pick a brand color, and add a signature so your invoices and estimates look professional.
- Set default notes and payment terms in ApolloLearn how to pre-fill a default note, payment terms and footer so every new invoice, estimate and other document in Apollo starts ready to go.
- How to set up units and brands in ApolloCreate alternate units or brands in Apollo, each with its own address, logo, numbering and document defaults for invoices.
Payments, reports and exports#
Payments overview, revenue analytics, expenses and exports for your accountant.
- How to view all your paymentsUse the Payments page in Apollo to see every recorded payment in one list, jump to its document, and edit or delete it.
- How to read your reports and analyticsUse the Analytics page in Apollo to check sales, cash, receivables and activity for any period, compared to the one before it.
- How to export documents for your accountantExport invoices, estimates, credit notes and other documents from Apollo to Excel, CSV or a PDF archive for a date range.
- How to record an expense in ApolloLearn how to add a business expense in Apollo by scanning a receipt or entering it manually, and how to record its payment.
- How to see your expenses by category in ApolloUse the Expenses by category report in Apollo to review spending per financial category, by month, for any date range you choose.
Team and subscription#
Invite colleagues and manage your subscription.
- How to invite team members to ApolloInvite teammates to your company in Apollo and assign each one the admin, editor, or viewer role to control their access.
- How to manage your personal Apollo account settingsChange your Apollo interface language and theme, check your email verification status, and set your analytics preference.
- How to manage your Apollo subscriptionCheck your current plan, upgrade your subscription, and review your full billing history in Apollo's settings.
- How to migrate from Apollo v1Bring an organization from Apollo v1 into the new Apollo app: verify your legacy credentials and start the import.