Smart invoicing automates billing, speeds up payments, and improves cash flow with accurate, easy-to-use digital tools.

Go to Invoices

Click on Smart Invoice

Click on New Invoice to create new Invoice. Create date range to find invoices within selected date range. Click on Reset dates to reset date range. Select client with invoice client to create an invoice for selected client. Click on Auto-Invoicing to create rule for auto invoicing. When it's time to auto-invoice, system will scan for outstanding amounts and create an Invoice or add a line item to a Draft invoice. If you choose to 'Run Now', the system will tell you the end-date. Click on History to view invoicing history for selected date range.

Click on Draft to draft invoices for selected clients. Click on Unpaid to create unpaid invoices for selected clients. Click on Send to send invoices to selected clients. Click on Paid to create paid invoices for clients with cash, check, e-transfer, or other.