Client Invoicing

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

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Creating an invoice

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Invoice details

Each invoice includes:

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Service templates

Save time with service templates:

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Create a template

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

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Using templates

When creating an invoice:

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

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Common templates

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

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Recurring invoices

Set up invoices that repeat automatically:

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Invoice customization

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Branding

Invoices use your firm branding:

• Your logo
• Your colors
• Your contact information

Configure in Firm Settings → White Label → Branding.

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Invoice format

Customize the invoice template:

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Payment terms

Set default payment terms:

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

Override per invoice if needed.

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Sending invoices

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Email delivery

When you send an invoice:

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

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Other delivery

Download PDF to:

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

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Receiving payments

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Online payment

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

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

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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

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Partial payments

Accept partial payments:

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

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Invoice status

Track each invoice:

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Overdue invoices

When invoices are overdue:

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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

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Manual follow-up

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

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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.