Invoicing
Everything invoicing does today.
Everything below works in the product today. Nothing on this page is a roadmap item.
The document
What ends up on the invoice, locked in the moment you finalize.
Stored PDFs
The PDF is rendered and stored when you finalize, and your client’s link serves that file. Changing a finalized invoice means reverting it to draft, which clears the PDF and the link.
- Numbers in sequence
- Allocated in order at finalize. A number is retired only if you revert a finalized invoice to draft and then delete it.
- Details locked at finalize
- Change a client’s address later and invoices you already sent stay exactly as they were.
- Quote to invoice
- When your client accepts a quote, a draft invoice is created from it. The two stay linked.
The flow
Day-to-day invoicing without the day-to-day attention.
Recurring cadences
Daily to yearly, ending on a date, after a set number of invoices, or never.
- Invoice editor
- Add discounts, shipping, attachments and custom fields.
- Tax and discounts
- Add tax, discounts and shipping as a percentage or a fixed amount.
- Optional auto-send
- Turn it on per profile and each new invoice is finalized and emailed to your client without you opening it.
- Pause and resume
- Pause a recurring profile and resume it later, or stop it for good. Invoices already sent stay as they are.
Reliability
What happens when something goes wrong, so you don’t have to watch for it.
Automatic retries
If an email send fails for a temporary reason, it tries again on its own, up to five attempts.
- Bounces on the invoice
- If an email bounces, the invoice shows the reason and a Retry button.
- Account isolation
- Other accounts cannot see your data. Isolation is enforced where the data lives, not bolted on higher up.
- Point-in-time recovery
- The database is backed up continuously and can be rolled back to an earlier point if something goes wrong.
Access and API
Script your own workflows, or send a client a link.
REST API
Invoices, quotes, clients, recurring profiles and payments over REST, signed in with your account session. A documented spec lets you generate a client in any language.
- Public recipient links
- Recipients open the invoice from email without an account.