Invoices

Create and send professional Invoices quickly and easily to your Contacts. Add your logo and even a personal message to each Invoice.

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Create invoices that fit your business needs, to offer better service to your clients. Quickly add packages, à la carte items, and standard items.

From your Invoice, you will be able to access a variety of features*:

  • Sales Tax
  • Due dates
  • Payment Plans
  • Recurring Invoices
  • Discounts
  • Tipping

Invoices will also be automatically branded with your logo, fonts, and colors to add a professional touch.

*Please refer to each feature for package information.

Can my clients pay online?
Yes, when you enable an integration with Stripe, Square, or PayPal.

Can I manually mark an Invoice as paid?
Yes. If a client pays by cash or check, you can manually record the payment.

Can my Invoices have line item descriptions?
Yes, you can have descriptions for each service or product listed on an Invoice.

Invoices are available in Level One, Level Two, and Level Three.

Document Limits:

  • Free CRM - 4 per 90 days
  • Level One – 20 per month
  • Level Two – 35 per month
  • Level Three – Unlimited per month

What are you waiting for?

Succeed More. Do Less.

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