You can create and send digital invoices to your clients using our platform. Additionally, you can enable automated payment reminders and also track the status of your invoices.
Invoicing Features are currently only available to Pro and Pro Plus subscribers.
Create an invoice
On the left side panel, navigate to Invoices
Click on New Invoice
Fill out the Invoice Form
Enter your client’s details or select them from the list if you’ve already saved them to your Customer Directory.
You can invoice any amount between PHP1 and PHP10,000,000.
You can customize your digital invoice by adding a description of the services or goods being invoiced, adding a note to your client, or even adding a private comment for your own records.
You can also attach up to 3 files related to the invoice, such as receipts or other supporting documents.
Preview and publish your invoice
Be sure to double-check all the details, as you won’t be able to make any edits after publishing your invoice
Turn on overdue reminders
We'll take care of reminding your customer about their payment, so you won't have to! We’ll help you out by sending your customer up to 3 weekly reminder emails when an invoice is overdue.
How will my invoice look to my customers?
Once you’ve shared your published invoice, we will send an email and SMS notification to your customer. This is what the email will look like.
Your customer can click View Invoice to see their billing details online and download the Invoice for their record-keeping purposes.