Invoicing

Stop Chasing Payments With Spreadsheet Invoices

Professional invoices that clients can view and pay online. Branded documents, payment links, automatic reminders, and real-time tracking — so you spend less time on billing and more time on work.

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Acme Corp

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AKAlex Kim
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From

Acme Corp

123 Business Ave, San Francisco

INV-2024-042

Pending

Issued: Mar 1, 2024

Due: Mar 31, 2024

Bill to

TechStart Inc

DescriptionQtyRateAmount
Website Redesign — Phase 11$8,500.00$8,500.00
UX Research & Wireframing40$150.00$6,000.00
Frontend Development60$175.00$10,500.00
QA Testing & Launch Support1$2,500.00$2,500.00
Subtotal$27,500.00
Tax (8%)$2,200.00
Total$29,700.00

Invoice Detail

Every invoice detail at a glance

Open any invoice to see the full document, payment summary, schedules, credit notes, and payment history — all in one view. Record payments, share links, and track status without switching screens.

InvoicesINV-2024-042
Public Link
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A

From

Acme Corp

123 Business Ave, San Francisco

INV-2024-042Pending

Issued: Mar 1, 2024

Due: Mar 31, 2024

Bill to

TechStart Inc

DescriptionQtyRateAmount
Website Redesign — Phase 11$8,500.00$8,500.00
UX Research & Wireframing40$150.00$6,000.00
Frontend Development60$175.00$10,500.00
QA Testing & Launch Support1$2,500.00$2,500.00
Subtotal$27,500.00
Tax (8%)$2,200.00
Total$29,700.00

Invoice List

All your invoices, sortable and searchable

See every invoice with status, amounts, due dates, and client info. Filter by status, search by client, and spot overdue invoices before they become problems.

Invoices7
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InvoiceAccountStatusTotalDueIssuedDue Date
INV-2024-042
Acme Corppartial$29,700.00$14,850.00Mar 1Mar 31
INV-2024-041
TechStart Incpaid$8,750.00$0.00Feb 28Mar 28
INV-2024-040
Global Systemspaid$24,000.00$0.00Feb 25Mar 25
INV-2024-039
Greenleaf Cooverdue$3,200.00$3,200.00Feb 15Mar 15
INV-2024-038
Peak Labspaid$16,800.00$0.00Feb 10Mar 10
INV-2024-037
Meridian Codraft$5,400.00$5,400.00Feb 8
INV-2024-036
Synapse Digitalpending$12,350.00$12,350.00Feb 5Mar 5

Capabilities

Everything you need to invoice professionally

From creating the invoice to receiving payment — tools that make billing effortless.

Branded Documents

Invoices with your logo, colors, and custom fields. Line items, taxes, discounts, and terms — all professionally formatted.

One-Click Sending

Email invoices directly to clients with a payment link included. Track opens, views, and payment status in real time.

Online Payments

Accept payments via Stripe, PayPal, and bank transfer. Invoices auto-reconcile when payment arrives.

Recurring Invoices

Set up templates with custom frequency — weekly, monthly, quarterly. Invoices are generated and sent automatically.

Partial Payments

Accept deposits, milestone payments, and payment schedules. Track what's paid and what's outstanding at a glance.

Public Invoice Links

Share a unique link for each invoice. Clients can view, download PDF, and pay online — no login required.

Multi-Currency

Invoice in any currency. Exchange rates are calculated automatically and reports consolidate to your base currency.

Aging Reports

See which invoices are current, overdue, or approaching due dates. Filter by client, date range, or status.

FAQ

Common questions about Invoicing

Yes. Add your company logo, choose colors, and configure which fields appear on your invoices. You can also add custom notes, terms, and footer text to match your brand.

Clients receive an email with a link to view the invoice online. From there, they can pay via Stripe (credit card), PayPal, or follow bank transfer instructions. When payment arrives, the invoice status updates automatically.

Yes. Create a recurring template with any frequency — weekly, monthly, quarterly, or yearly. Invoices are generated and optionally sent automatically on schedule. You can pause, edit, or stop recurring invoices anytime.

The invoice tracks the total, amount paid, and remaining balance. You can record multiple payments against a single invoice. The status updates to 'Partial' until the full amount is received.

Yes. Create credit notes linked to an invoice for refunds, discounts, or corrections. Credit notes reduce the invoice balance and are tracked separately for your records.

Yes. Set the currency per invoice — clients see their local currency, and your reports consolidate everything into your base currency with automatic exchange rate calculations.

Yes. When a client accepts an estimate, convert it to an invoice with one click. All line items, amounts, and client details carry over — no manual re-entry.

Yes. Every invoice has a unique public URL. Share it via email, messaging apps, or embed it in your client portal. Clients can view, download, and pay without creating an account.

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Send professional invoices connected to your projects and CRM. Clients pay online — your books update automatically. Free 14-day trial.

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