Invoicing

Invoicing 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

Taxes

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

Discounts

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

Notifications

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

F.A.Q.