Invoices

Create, send, and track invoices for your clients — including one-time and recurring billing on autopilot.

Key Features

• Invoice Builder: Add line items from scratch, your product catalog, or service packages
• Automatic Numbering: Invoices are numbered sequentially (e.g., INV-2026-0001)
• Multi-Currency: Bill in USD, EUR, GBP, CAD, or AUD
• Discounts & Tax: Apply fixed or percentage discounts, and configurable tax rates on taxable items
• Payment Methods: Accept credit card (Stripe), bank transfer, check, PayPal, or cash
• Public Payment Link: Share a secure link so clients can view and pay without logging in
• Payment Recording: Log partial or full payments with method, reference, and notes
• Recurring Invoices: Auto-generate invoices on a weekly, monthly, quarterly, or annual schedule
• Renewal Reminders: Automatically email clients before a recurring invoice is due
• Dashboard Stats: See total revenue, outstanding balance, overdue count, and paid count at a glance

How to Use

Create an Invoice

1. Click New Invoice on the Invoices page
2. Select the client account and an optional contact
3. Set the invoice title, issue date, and due date
4. Add line items — enter a name, quantity, unit, and price for each
5. Apply a discount and/or tax rate if needed
6. Choose which payment methods to accept
7. Add any internal notes or client-facing terms
8. Click Save to save as a draft

Send an Invoice

1. Open the invoice and click Send to email it to the client
2. Or click Mark as Sent if you sent it another way
3. Share the public link directly with your client so they can view and pay online

Record a Payment

1. Open the invoice and click Record Payment
2. Enter the amount received, payment method, and an optional reference or note
3. Save — the invoice status updates automatically (Partially Paid → Paid)

Set Up Recurring Billing

1. Open any invoice and click Make Recurring
2. Choose the frequency (weekly, monthly, quarterly, etc.)
3. Set a start date and optional end date
4. Enable Auto-Send to have invoices emailed to the client automatically
5. Optionally enable renewal reminders (3, 7, 14, or 30 days before each invoice)
6. Save — new invoices will generate on schedule without any manual work

Manage Schedules

• Pause or resume a recurring schedule at any time
• Cancel a schedule to stop future invoices
• View all invoices generated from a schedule in one place

Tips

• Use Duplicate to copy an invoice and reuse it as a template for similar clients
• Overdue invoices are flagged automatically when the due date passes
• Draft and cancelled invoices can be deleted in bulk using the checkbox selection
• The Outstanding stat on the dashboard reflects all sent, viewed, and partially paid invoices