Accounts Receivable
Quotes
Provide estimates to your clients with quotes. Clients can approve quotes from their portal. Quotes can be converted to invoices manually or automatically upon approval.
Quotes support the following additional features:
Invoices
Invoice your clients for products, services, and billable time. Clients can pay invoices from their portal. You may also import time for the client's project(s). You may also specify payment terms, tax rates, and more.
Invoices support the following additional features:
- Online payments
- Multiple currencies
- Packing slips
- Time imports
- Projects
- Recurring invoices
- Automatic billing
- Postal mailing
Receipts
Issue receipts to your customers for money paid. Receipts are issued automatically when a client pays an invoice from their portal. You may also create receipts without an invoice or manually convert an invoice to a receipt if you received payment outside of Invoiced.ai.
Receipts support the following additional features:
Refunds
Issue refunds to customers from an existing receipt. You may give a full refund, a partial refund, or multiple partial refunds. You may also choose to refund with the payment processor, such as Stripe, to return the money to the customer's payment method. However, you can also choose not to refund with the payment processor in the event you have already refunded the customer elsewhere, such as an in-person cash refund.
Refunds support the following additional features: