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Invoices

Invoices gives you everything you need to get paid: create the invoice from what you already agreed or did, send it to your client and follow its balance until it is paid, without retyping the same details.

  • Invoices built from proposals, projects and expenses
  • Manual or configurable automatic reminders
  • Recurring invoices generated on their date
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Sample screen with fictitious data.

From agreement to payment

  1. Prepare the draft

    Start from an accepted proposal, from a project or from scratch. Add line items, taxes, discounts and notes.

  2. Review and issue

    Check the PDF with your tax details and your client's. When you issue it, the invoice gets the next number in your own numbering.

  3. Send it to your client

    By email, from your organization's address, or with a secure link your client opens without creating an account.

  4. Follow up on payment

    Record partial or full payments and send reminders for overdue invoices. The balance updates with every transaction.

What you can do with Invoices

  • Invoices from accepted proposals

    Turn an accepted proposal into an invoice with the same line items, prices and taxes your client approved.

  • Invoices from projects

    Bill a project's billable tasks with the time your team tracked and their hourly rate.

  • Expenses billed back to the client

    Expenses marked as billable appear ready to be added as line items on the client's invoice.

  • Recurring invoices

    Schedule installments every month or every few months, on the day you choose from the 1st to the 28th. Turn on automation and they are generated and sent on their date.

  • Payment reminders

    Send an individual or bulk reminder, or enable automatic notices before and after the due date. Set the days in advance and the follow-up frequency, and pause automation when needed.

  • Discounts and taxes

    Apply discounts before or after tax and multiple taxes per line, including compound taxes from your catalog. Client withholdings are prefilled on new invoices and reduce the amount they need to pay.

Correct with credit notes, without touching the original invoice

An issued invoice is never rewritten. When an amount has to be refunded or discounted, you create a credit note and apply it to the invoice: the balance updates and there is a record of why it changed.

You can do it in a single step from the invoice itself. Before you confirm, you see the reason, the amount and the balance that will remain. The credit can also be applied to other invoices from the same client.

In the client portal, each client sees their invoices, their balance and the payments recorded, and downloads the PDF. Drafts and voided invoices are never shown to them.

Frequently asked questions

Can I use my own numbering?

Yes. Your organization sets the series and the numbering. Each invoice's number is fixed when it is issued, even if you later change the format for the next ones.

Does my client need an account to see the invoice?

No. You can send a secure read-only link that opens without signing in. If you revoke it, it stops working everywhere, including the copy that went out by email.

Can ChatGPT or Claude make an invoice?

Yes. Connected to your organization, they turn an accepted proposal into an invoice or prepare a new one with its lines. And if you give them an old invoice, they load it with its original number, dates and payments without issuing, sending or notifying anything.

Can I record partial payments?

Yes. Each payment is applied to the invoice and its status changes to partially paid or paid depending on the balance. From Payments, a single payment can also be split across several invoices.

Are recurring invoices sent automatically?

If you turn on automation, yes: each installment is generated on its date, in your organization's time zone, and emailed from your organization's address. If you prefer to review them first, leave it off and generate them yourself when they are due.

Can I invoice in another currency?

Yes, each invoice keeps its own currency. Totals on the main dashboard and in Reports use your organization's currency, so amounts are never mixed with an exchange rate nobody set.

Can I adjust reminders for one client?

Yes. You can change their follow-up frequency, disable their advance notices and choose to send to all their billing contacts. The 10, 5 and 1 day advance notices are initial settings you can change.

Invoices works together with

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Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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