Editor User Manual

What the editor is

All the free document tools, from the invoice generator to the purchase order generator, open the same editor in your browser. You can make an invoice, quotation, receipt, pay stub, purchase order and more, and switch between them without losing what you typed.

There is no account, no watermark and no time limit. Your documents are saved in your browser on this device, and nothing is uploaded to a server.

The three guided steps

1. 1

   Your business

   Enter your business name, address, email and phone, your tax ID if you have one, and a logo. If you want your own letterhead, upload it here and set the area the text may use.

2. 2

   Client and items

   Enter the client name (the only required field), then their email, phone and address. Add each item with a description, quantity and price. For WhatsApp, enter the phone with its country code.

3. 3

   Design

   Choose a design for the finished document. You can change it later without retyping anything.

The result screen: download, print and send

When the steps are done you see your document with an action bar. Each button does one job.

• Download PDF

  Creates a PDF you can save, attach or print. If the PDF does not download, use Print and choose Save as PDF.

• Excel

  Downloads the document as an .xlsx spreadsheet.

• Print

  Opens your browser print window. Thermal receipts are laid out for 58 mm and 80 mm rolls.

• WhatsApp

  Opens WhatsApp with a ready message to the client phone number you entered. The message is editable and can contain a share link.

• Email

  Opens your email program with the same message ready to send to the client email.

• Copy link

  Copies a share link. The document is stored inside the link itself, not on a server, so anyone with the link can view it and download the PDF.

• Edit

  Takes you back to the guided steps to change the document.

Quick edit and the advanced editor

Use Quick edit on the result screen for small fixes such as a client name, an item or a phone number. Open the Advanced editor when you want full control. It groups settings into sections such as Details, Items, Taxes and adjustments, Payments and deposits, Notes and terms, Signature and stamp, Your business, the WhatsApp and email message, and design settings for layout, fonts and colours.

In the advanced editor you can also switch between Edit and Preview, so you see the page as it will print.

The More actions menu

• New document

  Starts a fresh document. Your earlier ones stay saved.

• Open recent and All documents

  Reopens a saved document. All documents lists everything saved on this device.

• Edit business details

  Jumps back to the Your business step.

• Duplicate

  Makes a copy of the document to reuse for a repeat client.

• Mark as paid

  Appears on an invoice with a balance due and records it as paid.

• Convert to

  Turns a document into the next one. A quotation or proforma invoice can become an invoice, an invoice can become a receipt, delivery note or credit note, and a purchase order can become an invoice. The result is a new document and the original stays.

• Print and Download Excel

  Same as the buttons on the result screen.

• Export JSON backup and Import JSON

  Saves all your data to a file and loads it back, for example on another device.

• Clear all data

  Deletes everything saved in this browser. Export a backup first.

Where your data is kept

Documents, clients, products and settings are saved in your browser on this device. They are not sent to Nexora. That is why clearing your browser data, using another browser or switching devices means starting empty unless you import a backup.

If your browser blocks storage, which can happen in some private windows, a Not stored warning appears in the top bar. Your work still works while the page is open, but it is lost when you close it. Export a backup or open the tool in a normal window.

If something goes wrong

• The PDF does not download

  Use Print and choose Save as PDF as the printer. Also check that your browser is not blocking downloads from the site.

• WhatsApp opens without the client

  The client phone is missing or has no country code. Add it in the client step and try again.

• My documents disappeared

  They live in one browser on one device. Check you are in the same browser and window type, then import a JSON backup if you have one.

• The document number is wrong

  Open the advanced editor and change the document number in the document details.

• The text does not fit my letterhead

  Change the top and bottom margins in the letterhead step so the text sits inside the clear area.