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Invoices & reports

Get paid on schedule and see how the business is doing.

  1. Invoices at a glance

    Find your way around the Invoices page, understand each invoice status, and see what needs chasing.

  2. Create an invoice

    Bill any client from scratch or from a contract’s payment schedule, with line items, tax, currency and due date.

  3. Send an invoice and get paid

    Email an invoice to your client, record full or partial payments, send receipts, and handle payments clients report from the portal.

  4. Reminders and recurring invoices

    Chase late payments automatically and have retainer invoices created for you each period.

  5. Invoice settings

    Set the company details, numbering, terms, tax, automation and payment details used on every invoice.

  6. Use reports

    See how the business is doing across revenue, sales, delivery, team, support and clients, then filter, explore, save and export the numbers.