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Invoices

Quotes, invoices and receipts that look like a real business sent them, numbered for you, with your own bank details on them.

Open InvoicesAbout the invoice generator

Set up once

  1. 1Add your business name, email and how clients pay you: bank, account name and number. These go on every document.
  2. 2Add a logo, address, tax ID, your usual terms and a colour whenever you like, from Business details.

Make a quote or an invoice

  1. 1Choose New invoice, or Quote if the client has not agreed yet. Pick a client or add one on the spot.
  2. 2Add a line for each thing you did or sold, with quantity, price and tax. Totals update as you type, and the draft saves itself.
  3. 3If a company client deducts withholding tax, enter their rate so the amount due matches what they will pay.
  4. 4Choose Issue. It gets its number and can no longer be changed; drafts never count against your plan.

Send it and get paid

  1. 1Share the link by WhatsApp or anything else, or choose Email it. Your client opens it on any phone, downloads the PDF and copies your bank details.
  2. 2A client can accept a quote with their name. Turn an accepted quote into an invoice with one tap.
  3. 3When money arrives, choose Record a payment. The invoice moves to part paid or paid, and you can make a receipt from it.

Keep track

  1. 1The top of the list shows what is owed to you, what is overdue and what came in this month. Tap one to see those invoices.
  2. 2Each document shows when the client opened it, and its history.
  3. 3Need to change an issued document? Void it and make a copy. Its number is kept and never reused, which is what your accountant will expect.

Invoices that repeat

  1. 1Open an invoice and choose Repeat this invoice. Pick how often, the date of the next one, and when to stop, if ever.
  2. 2Choose what happens on each date: a draft for you to check, or issued and emailed to the client. If it cannot be sent, it waits as a draft and you get an email saying why.
  3. 3Repeating lists them all. Tap one to change the dates, pause it or stop it. Invoices already made are kept.

Client statements

  1. 1Clients shows everyone you bill, with what each still owes. Tap a client for their statement: every invoice and payment, with a running balance.
  2. 2Share the statement's link, email it or download the PDF. The link always shows the latest, so you can send it once and it stays current.
  3. 3Make a new link at any time; the old one stops working.

Good to know

Stuck? Write to techrelatedsolutions@gmail.com and a person replies, usually within one working day.