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Invoicing

Invoicing

Personalize and customize your invoices. Never has invoicing been so easy.

InvoTracker Invoice List

This is your invoicing list. View all of your invoices at a glance. Search, edit, email, delete, view when the invoice was sent & more all from this module. Invoices which are still due show up in red.

Create An Invoice

InvoTracker Invoice List
  • Pick your template (estimate or invoice).
  • Customize each invoice, or use your company wide defaults.
  • Add customers directly from the invoice screen so there's no jumping around.
  • Customer information automatically fills in when selecting a customer.
  • Don't need a shipping customer? Easy, just leave that part blank and it wont generate on the invoice.

Add Your Invoiced Items

  • Add items to your invoice right from your inventory.
  • Don't worry, you can set custom prices when needed right from the invoice.
  • Don't have an inventory? No problem, pick custom item from the list!
InvoTracker Invoicing Items

Add Notes & Required Deposits

InvoTracker Invoice Payments & Deposits
  • Personalize each invoice with notes.
  • Pick your tax rate if needed, or pick none from the list.
  • Invoice totals calculate automatically when needed as the invoice is updated.
  • Add as many payments as needed to each invoice, or let your customer pay on the customer portal!
  • Deposits are unlimited as well, add as many as you'd like.

Request Your Customers Signature

Do you require a customers signature on your invoice or estimate? Our invoicing system allows you to request their digital signature. Your customers can also sign from the customer portal.

Personalized Invoice Delivery

The email your customer receives with the invoice looks like it came from your company. Your companies logo and contact information are displayed. If your company has payments enabled, a link will also be provided so the customer can pay online via the customer portal, or a secure link if the customer does not use your portal.