Invoice Management

Create professional invoices with our powerful builder. Manage line items, taxes, and send invoices directly to clients.

Creating Invoices

Auto-generated Numbers: Sequential invoice numbering with custom prefixes (INV-2024-001)
Dynamic Line Items: Add unlimited products/services with automatic calculations
Tax Configuration: Set tax rates per invoice with automatic tax calculations
Multiple Currencies: Support for USD, EUR, GBP, CAD, AUD, JPY, CHF, CNY, INR, MXN

Choose from your existing client database or quickly add a new client. Client information is automatically populated on the invoice.

Add products or services with descriptions, quantities, and unit prices. Totals are calculated automatically as you type.

Set invoice dates, payment terms, tax rates, and add any special notes or payment instructions.

Preview your invoice, choose a PDF template, and send directly to your client via email or share a public link.

Work in progress invoices that haven't been sent to clients yet

Delivered to client and awaiting payment

Payment received and invoice completed

Past due date and requiring follow-up

Voided invoices for record keeping

Use a consistent prefix like "INV-2024-" to keep invoices organized by year

Set clear payment terms (Net 15, Net 30) to manage cash flow expectations

Include detailed line item descriptions to avoid client confusion

Use view tracking to know when to send friendly payment reminders