使用指南 / User Guide

以下步驟協助你於幾分鐘內完成第一張專業單據，並持續管理客戶、付款狀態及收入紀錄。

The steps below help you create your first professional invoice in minutes and keep your clients, payment status and revenue records organised.

在設定頁上載公司 Logo、輸入公司名稱、聯絡資料、銀行戶口及 FPS 資料，並選擇文件語言及條款。

In Settings, upload your logo and enter your company name, contact details, bank account and FPS information, then choose your document language and terms.

在客戶頁加入客戶代碼、公司名稱、聯絡人及備註，日後開單時可直接選擇。

In Clients, add the client code, company name, contact person and notes so you can select them when creating documents.

選擇客戶、加入服務項目及金額，或使用 AI 協助整理初稿。所有內容及價格都可自行修改。

Select a client, add the services and amounts, or use AI to prepare a draft. Every description and price remains editable.

選擇範本及語言，下載專業 PDF 文件，或透過電郵發送給客戶。

Choose a template and language, download the professional PDF, or send it to your client by email.

收款後更新文件狀態，於儀表板查看待收款項、逾期文件及每月收入。

Update the document status once paid, and review outstanding balances, overdue documents and monthly revenue on the dashboard.

為月費服務或長期客戶建立定期單據設定，減少每月重複輸入。

Create recurring invoice profiles for retainers and ongoing clients to reduce repetitive monthly work.

如有任何疑問，請電郵至 hello@lumiflow.dev。

If you have any questions, email us at hello@lumiflow.dev.