Customer Data & Billing History

Your customers, all in one place. Quickly check client revenue, billing history, and any outstanding balances, so you can determine which clients are helping or hurting your business.



Create classic invoices quickly with ease

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Customer Dashboard

All their data in one, centralized place. Always know where you stand with each customer so you can serve them better and plan for the future.

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Customer History & Activity

View invoices, payments, and what’s past due for each customer at a glance. Get instant notifications on any client activity. Everything you need to make the right decisions for your business.

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A Seamless Customer Experience

Send customers statements and billing history with the click of a button. Or send a link to their own self-serve client portal, where they can see their own data. Learn more about it here.

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Ready to Automate?

Simplify invoicing, save time, and stay organized with an Invoicequick account. Set it up in seconds and start collecting payments on autopilot.

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Customer Manager Features

Items & Tasks

Create Items and Tasks, so when you invoice - your descriptions and pricing get pre-populated. Doing this saves you time when invoicing, increases accuracy, and gives you reporting on which items or tasks are the best sellers.
  • Add unlimited items and tasks

  • Apply taxes directly to saved items and tasks

  • Add items and tasks without leaving an invoice

  • Assign income accounts for better reporting


Save tax presets you can use on the invoice level or the line-item level. You can even assign tax presets to items that populate automatically.
  • Add unlimited tax presets

  • Use tax presets on a line-item level, for the entire invoice, or both


Sometimes we want to discount one line item; other times, we want to discount the entire invoice - now you can.
  • Apply Percentage (%) or Flat discounts

  • Save unlimited discount presets

  • Use discount presets on a line-item level for the entire invoice or both

Sending Invoices

Sending invoices via email with secured links or attached PDFs has never been more accessible.
  • Send an email with a link to the invoice or/and with a PDF attachment of it

  • Send directly from the invoice or bulk-email invoices from the dashboard

  • Any way you send, activity tracking will be enabled

Accepting Payments

Getting paid is the most crucial part of the process. You can select multiple ways of getting paid on an invoice.
  • Payment options show on the customer view

  • Payment options are Stripe Payments, PayPal, ACH Payments, Check with more coming soon

Past-Due Reminders

Collecting past due payments can be uncomfortable; this automation handles it for you completely.
  • Save unlimited discount presets

  • Collect payments before too much time goes by. The longer the customer waits, the less likely they are to pay

  • Increased invoice payments automatically

Invoice Activity

See precisely every step of the invoicing process, including customer actions!
  • Are your customers viewing and clicking your invoice but saying they haven't received it?

  • Historical view of everything that happened on an invoice, from the day it was issued

  • Set notifications for important activities associated with an invoice

Invoice Contacts

Sometimes, not all invoices go to the same person at a company. You can correctly channel your invoices to the correct departments or people.
  • Increases processing speed by delivering invoices to the correct people every time

  • Change or update customer contacts who are assigned to an invoice at any time

  • Configure who is supposed to receive invoices and payment notifications on a company level

Custom Currency

Creating an invoice for a customer in another country? Do so without affecting all your other invoices!
  • Unlimited custom currencies on an invoice level

  • Simplify the customer experience when combining custom currency and custom languages on invoices

  • May create reporting issues due to various currencies

Custom Languages

Have customers in different countries? We've got you covered; now, you can send invoices in over 128 other languages on an invoice level!
  • Customize invoice languages

  • The entire invoice and fields will display the selected language

  • Doesn't affect your company settings

Invoice Numbering

Keeping track of invoices is made easier with automated invoice numbering, preventing duplicates and confusion.
  • Set a starting invoice number, and the system takes it from there

  • Ensures proper accounting at the end of the year

  • Customizable as you go, although not recommended

  • Duplication warnings prevent confusion

Issued & Due Dates

Incorrect due dates cause payment and cash-flow problems. Set it once or customize it as you go. 
  • Set due dates as a global setting on the invoice level

  • Late payment notifications will trigger based on this date

  • Change or update even after issuing the invoice

Payment Terms

Adding the payment terms to every invoice ensures proper processing and offers convenience to your customers.
  • Customize on the company level or invoice level

  • Shows on the invoice and customer view

  • Prevents payment delays with corporate customers

Client Notes

Adding a personal touch or important notes simplifies and improves the customer process.
  • Customize on the company level or invoice level

  • Shows on the invoice and customer view

Invoice as template

Sometimes we want to discount one line item; other times, we want to discount the entire invoice - now you can.
  • Save unlimited discount presets

  • Use discounts presets on a line-item level, for the entire invoice, or both.

  • Apply Percentage (%) or Flat discounts

Payment Stubs

Let's face it, some customers still pay by check. Make it easy for them, avoid errors, and get paid faster.
  • Shows the customer, invoice, and complete information

  • Tear off section, so it's easy to attach with the payment

  • Customers appreciate the professionalism

Convert to recurring

Creating the same invoice for the same customer again and again? Set it and forget it by creating a recurring invoice.
  • Convert to recurring and set when and who to send to

  • Will send the invoice automatically

  • Sends you notifications when the invoice is sent


Stay in control of your billings with automated notifications which let you know what's going on.
  • Customize how to receive notifications and for which events

  • Update and edit notifications at any time

Shareable links

Sharing the invoice link with customers ensures that they always see the most up-to-date invoice information. If you change a price, it updates instantly.
  • One-click invoice link sharing

  • Updates instantly on the customer side when saving an invoice

  • High security with SSL and encrypted URLs


Frequent Customer Management Questions

Is my customer data safe?

Yes, all data is safely secured with 256 bit SSL encryption.

What data is included?

When creating a customer you can set name, currency, address, city, state, zip, country, website, phone, fax, internal note (for you), label language. Each customer can have mutliple contacts and custom field notes.

How can I edit customer information?

Each customer has a profile where all data is stored, which you can find on the Customers page. There you can edit any customer and any information.

What does the client portal look like?

Each customer profile page has a client personal page for you and a client portal page for the customer. Customer can access the portal and see info like their invocies, statistics and more.

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