Client Invoicing

Create and send invoices to your clients.

Send professional invoices to your clients for your bookkeeping and accounting services.

Creating an invoice

1. Go to invoicing

   From the firm dashboard, go to Billing → Invoices or open a specific client and go to their billing section.

2. Create new invoice

   Click New Invoice.

3. Select client

   Choose the client this invoice is for.

4. Add line items

   Add your services:

   • Description
   • Quantity (hours, months, etc.)
   • Rate
   • Amount
5. Review and send

   Preview the invoice, then click Send.

Invoice details

Each invoice includes:

Field	Description
Invoice number	Auto-generated (customizable format)
Invoice date	When invoice is issued
Due date	Payment due date
From	Your firm details
To	Client details
Line items	Services and amounts
Subtotal	Sum of line items
Tax	Optional tax amount
Total	Amount due
Notes	Optional notes or terms

Service templates

Save time with service templates:

Create a template

1. Go to Firm Settings → Billing → Service Templates
2. Click New Template
3. Enter:
   • Service name
   • Description
   • Default rate
   • Default quantity

Using templates

When creating an invoice:

1. Click Add Service
2. Select from your templates
3. Adjust quantity if needed

Common templates

• Monthly bookkeeping
• Quarterly review
• Tax preparation
• Payroll processing
• Consultation (hourly)

Recurring invoices

Set up invoices that repeat automatically:

1. Create the invoice

   Build the invoice as normal.

2. Make it recurring

   Click Make Recurring before sending.

3. Set schedule

   Choose frequency:

   • Weekly
   • Bi-weekly
   • Monthly
   • Quarterly
   • Annually
4. Set duration

   Until cancelled or for a specific number of occurrences.

5. Save

   Invoices generate and send automatically on schedule.

Invoice customization

Branding

Invoices use your firm branding:

• Your logo
• Your colors
• Your contact information

Configure in Firm Settings → White Label → Branding.

Invoice format

Customize the invoice template:

Element	Customization
Logo position	Top left, center
Color scheme	Your brand colors
Terms	Standard payment terms
Notes	Default footer notes
Numbering	Prefix and format

Payment terms

Set default payment terms:

• Due on receipt
• Net 15
• Net 30
• Net 45
• Net 60
• Custom

Override per invoice if needed.

Sending invoices

Email delivery

When you send an invoice:

• Client receives email with PDF attached
• Email includes “Pay Now” button
• Tracks when client views it

Other delivery

Download PDF to:

• Print and mail
• Attach to other emails
• Upload to client portals

Receiving payments

Online payment

Clients click “Pay Now” in the email or portal:

• Enter credit card or bank info
• Payment processes immediately
• Invoice marked as paid

Record offline payment

If client pays by check or other method:

1. Open the invoice
2. Click Record Payment
3. Enter amount and method
4. Invoice marked as paid

Partial payments

Accept partial payments:

1. Record the partial amount
2. Invoice shows remaining balance
3. Client can pay rest later

Invoice status

Track each invoice:

Status	Meaning
Draft	Not yet sent
Sent	Delivered to client
Viewed	Client opened email/viewed invoice
Paid	Payment received
Partial	Partial payment received
Overdue	Past due date, unpaid
Void	Cancelled

Overdue invoices

When invoices are overdue:

Automatic reminders

Enable reminders in settings:

• First reminder: X days after due date
• Second reminder: X days after first
• Continue until paid or limit reached

Manual follow-up

• Send additional reminder
• Call the client
• Apply late fee (if in your terms)

Reporting

Track invoicing performance:

• Outstanding AR — Total unpaid invoices
• Average days to pay — How quickly clients pay
• Collection rate — Percentage collected on time
• Revenue by period — Invoiced amounts over time

View in Firm Dashboard → Billing → Reports.

Firm overview

Return to the Firm Mode overview.