Invoice from the hours you approved

Invoices, estimates and credit notes

• Build an invoice draft from approved unbilled hours. There are several ways to group the lines.
• Build a draft from billable expenses.
• Issuing an invoice gives it a gap-free number, like INV-0001.
• Every document has a PDF.
• Credit notes correct an issued invoice, in part or in full.

Sending

• Email invoices, estimates and statements to your clients.
• Turn on optional payment reminders.

Estimates

Clients can accept or decline an estimate. An accepted estimate becomes an invoice draft.

Recurring invoices

Set a weekly, monthly or yearly schedule. The app creates a draft each time. You check it and issue it.

Pay online

• Connect your own Stripe account in Billing settings.
• Turn on Pay online for an issued invoice.
• The client pays by card through Stripe Checkout.
• The payment is recorded when Stripe confirms it.

Other payments

Record payments by hand, including partial payments. Anything extra becomes credit.

Client statements

Statements show a running balance for each currency.

Currencies

Currencies stay separate and are never added together. That includes USD, EUR, GBP, CAD, AUD, CHF, JPY and more.

Client portal

• Turn the portal on for each client.
• Invite contacts with an email sign-in link.
• Contacts see their invoices, estimates, credit notes, statements and PDFs.
• They can accept or decline estimates, and pay online.
• Portal contacts aren’t counted as people on your plan.