Let’s Dive Into Our
Invoice Generator Features
It might seem like a lot, but if you’re the kind of person who loves the details—this is for you.
Product & Service Items
Streamline your invoicing with pre-saved descriptions and pricing to save time and increase accuracy across all invoices.
• Add unlimited items and tasks for maximum flexibility.
• Pre-populate descriptions and prices to reduce invoice errors.
• Apply taxes directly to saved items for consistent accuracy.
• Add or edit items without leaving the invoice screen.
Taxes
Easily manage taxes with customizable presets, ensuring accuracy and compliance for every invoice you send.
• Create and save unlimited tax presets for all your needs.
• Assign tax presets at the line-item or invoice level.
• Automatically apply tax presets to saved items for faster setup.
• Simplify compliance with automated tax calculations.
Discounts
Offer flexible discounts to your customers, whether for specific items or entire invoices, with ease and precision.
• Apply percentage (%) or flat-rate discounts on invoices.
• Save unlimited discount presets for quick access.
• Use presets at the product/service or invoice level.
• Combine discounts for more tailored offers.
Sending Invoices
Deliver professional invoices to clients quickly with secure links or PDF attachments while keeping everything trackable.
• Send invoices via secure links or PDF attachments.
• Send individual or bulk email invoices from your dashboard.
• Track invoice delivery and activity for real-time insights.
• Invoices are always delivered securely with SSL encryption.
Accepting Payments
Make it easier for your customers to pay with multiple payment options available directly on their invoices.
• Enable Stripe Payments, PayPal, ACH, and more.
• Customers choose pay methods directly from their invoice.
• Secure transactions with industry-standard encryption.
• Track payments and mark invoices as paid instantly.
Past-Due Reminders
Automate reminders for overdue invoices to ensure timely collections and reduce the need for awkward conversations.
• Set up unlimited automated reminders for past-due invoices.
• Schedule reminders to ensure timely follow-ups.
• Keep track of overdue payments in one place.
• Improve cash flow with proactive automation.
Invoice Activity Tracking
Monitor every action related to your invoices, from viewing to payments, for better workflow management and transparency.
• Track when invoices are viewed, clicked, or paid.
• View a the history of invoice actions from issue to payment.
• Set notifications for important invoice activities.
• Get instant updates for greater transparency.
Invoice Contacts
Ensure invoices reach the correct department or contact every time to speed up processing and avoid delays.
• Track when invoices are viewed, clicked, or paid.
• View a the history of invoice actions from issue to payment.
• Set notifications for important invoice activities.
• Get instant updates for greater transparency.
Custom Currency
Send invoices in your customer’s preferred currency while maintaining consistency and avoiding confusion.
• Add unlimited custom currencies at the invoice level.
• Simplify international transactions with localized options.
• Combine currency and language for a seamless experience.
• Maintain clarity with accurate currency conversions.
Custom Languages
Easily communicate with clients in their preferred language by sending invoices tailored to their local needs.
• Choose from over 128 languages for invoices.
• Translate every field on the invoice automatically.
• Localize invoices without altering company settings.
• Enhance client relationships with personalized communication.
Invoice Numbering
Keep all your invoices organized with automatic numbering, preventing duplicates and ensuring proper record-keeping.
• Set a starting invoice number for consistency.
• Automatically generate sequential numbers to prevent errors.
• Customize numbering as your business evolves.
• Ensure accurate records for year-end accounting.
Issued & Due Dates
Avoid cash flow interruptions by setting clear issued and due dates for every invoice you create and send.
• Set global or invoice-specific due dates for flexibility.
• Automate reminders based on the due date.
• Update due dates even after an invoice is issued.
• Avoid payment delays with consistent settings.
Payment Terms
Define payment terms clearly to help customers understand expectations and ensure smoother, on-time payments.
• Customize terms at the company or invoice level.
• Display terms prominently on invoices for clarity.
• Prevent payment delays with clear expectations.
• Improve cash flow with detailed payment terms.
Client Notes
Add important notes or personal touches to invoices to improve communication and enhance the customer experience.
• Include custom notes on the invoice or company level.
• Highlight essential details for smoother communication.
• Improve customer satisfaction with personalized notes.
• Keep key details front and center for every invoice.
Save Invoices as Templates
Save time and effort by turning your frequently used invoices into reusable templates for future transactions.
• Save unlimited invoice templates for future use.
• Apply templates to save time on repetitive tasks.
• Ensure consistency with pre-approved designs.
• Tailor templates to suit specific customer needs.
Convert to Recurring Invoices
Save time and reduce repetitive work by automating recurring invoices for your regular customers.
• Convert any invoice into a recurring one in seconds.
• Schedule recurring invoices for hassle-free billing.
• Get notified when recurring invoices are sent.
• Improve efficiency with automated recurring payments.
Shareable Invoice Links
Easily share invoices via secure links that provide real-time updates and ensure data protection.
• Generate a secure link for any invoice instantly.
• Ensure customers always see the latest version.
• Update invoices in real time with immediate customer visibility.
• Protect data with SSL encryption for secure sharing.
Notifications
Stay updated on all billing activities with customizable notifications tailored to your specific needs.
• Choose which events trigger notifications.
• Customize how and when you receive alerts.
• Edit notification preferences anytime.
• Never miss an important update about your invoices.