Documentation

Documentation

Comprehensive guides and API documentation to help you get the most out of Invoice My Clients.

How to

Find the task, follow the steps

Every section below is a job you do in the app, with the steps in order, the lowest plan that has it, where it is done (the web app, the Android app, or both), what must be in place before you start, and a link to the full feature page. Sign in at app.invoicemyclients.com to follow along.

Open the app

Invoices

Create, send, and get an invoice paid

Every plan, including FreeFree: 25 invoices a month and 5 active clients. Scheduling, recurring invoices and cloning start on Starter; bulk invoicing on Professional.

Web and Android app

The invoice editor handles line items, tax, discounts, and the payment link. One Schedule action covers both a one-time send later and a recurring series.

Recurring invoices feature

Before you start

  • To be paid online: Stripe connected under Settings, then Payments (see Connect Stripe below).
  • To email an invoice: an email address for the client.
  1. 01Open Invoices and choose New Invoice. Pick a client, add line items, and set the due date. Totals, tax, and discounts calculate as you type. The editor shows the live preview beside the form; a different look is one click away under Templates.
  2. 02Choose Send to email the invoice with a secure payment link, or Download PDF to deliver it yourself. Get Link copies a shareable link to the same invoice page.
  3. 03When a client pays online the invoice marks itself paid. For cash, cheque, or bank transfer, open the invoice's Actions menu and choose Record Payment; the same form takes a partial payment.
  4. 04To send later, or to bill the same client on a schedule, choose Schedule in the Actions menu. The Scheduling and Recurrence window takes a one-time date and time, or a repeat (weekly, monthly, every 3 or 6 months, annually, or custom), a stop date, and your time zone. Once set the item reads Update Recurring.
  5. 05Receipts are their own documents. Every payment recorded on an invoice gets one, and New receipt on the Receipts page (Create Receipt on the phone) is a quick receipt for money taken outside the pay page: the amount, who paid, what for, how they paid, and the date. Show it, email it, or text it; nothing is sent until you choose. On an estimate, Record deposit received does the same for its deposit. New receipts share one numbered sequence that follows your invoice numbering (REC-202610-001 beside INV-202610-001); receipts issued before 26 October 2026 keep their R- numbers.
  6. 06Clone an invoice to start the next one from it, Archive the ones you no longer need in the list, and open History on any invoice for every send, view, and payment with its date.
  7. 07An invoice number, a client or business name, an email subject, a title, your business address, and your phone number cannot contain a web address. The app refuses the save, and any send by email, text, or mail, with a message naming the field to fix.
DiscountsShipping and handlingE-invoicing

Templates

Pick the invoice template new invoices start from

Every plan, including Free

Web app

The templates on invoicemyclients.com/templates are the same ones inside the app. Pick a default once; any draft can still switch.

Browse the template library
  1. 01Open Settings, then Templates. Each card previews a template from the library (standard invoice, the trade and industry editions, estimate, receipt, and so on). Choose Preview to see it with your details.
  2. 02Choose Set as default on the one new invoices should start from. The Default badge moves to it; existing drafts keep their template.
  3. 03On any draft, the Document drawer in the editor lets you switch template for that invoice only, and Fields shows which inputs the template uses.
  4. 04From the website, every template page has a quick start: Start with a template creates an account with just your email and lands you on a new invoice using that template, with Make it my default on the way in.
  5. 05Settings, then Invoicing, then Document Theme sets the classic or modern look of your client-facing documents independently of the template.
Progress billing

Clients

Add clients one at a time or import a list

Every plan, including FreeFree: 5 active clients.

Web app

Clients carry their own billing details, preferred language, and payment acceptance, so a new invoice starts with the right defaults.

Client import feature
  1. 01Open Clients and choose New Client. Enter the name, billing email, phone, and address, and set the Preferred Language; client-facing documents and emails for that client follow it.
  2. 02To bring in an existing list, choose Download Template, fill the CSV in the app's column layout (Client Name, Client Email, Street Address 1 and 2, City, State, Post Code, Client Phone, Client Mobile, Accept Online Payments, Preferred Language), then choose Import Clients and upload it. Missing columns are named in the error; a valid file imports in the background and you are notified when it is done.
  3. 03Export Clients downloads the same layout, so a list can round-trip through a spreadsheet.
  4. 04Duplicates are detected as you add clients; choose Merge to combine two records and their invoices.
  5. 05Each client page holds the client's invoices, a Statement of account (Starter and above) you can view or send, and Create Remittance for payments covering several invoices. Clients do not have a standing portal login; they receive a secure link for each invoice, estimate, or statement.
  6. 06A client you no longer bill can be deleted from the client page actions; their invoices stay in your records. There is no archive for clients, only for invoices.

Items

Save the things you sell or rent once, then pick them

Every plan, including Free

Web app

The item catalog holds your products, services and rental items with their price, unit and tax setting. Every invoice editor and the estimate pricing table can add them as lines. It is a price list, not stock control: it does not count inventory.

Compare plans
  1. 01Open Settings, then Items, and choose New item. Give it a Name and a Price, and choose what it is Priced per: each, hour, day, week or month. SKU, Category, a line description and details shown under the line are optional, and Taxable sets whether tax applies.
  2. 02On an invoice, in either editor, choose Add from catalog beside the add-line control. Search by name, SKU or category, set the Quantity, and choose Add line. The line arrives with the saved price, unit and tax setting.
  3. 03For an item priced per day, week or month the picker also asks for the number of periods. The line quantity is the count times the periods, and the details say so, for example 40 x 3 days.
  4. 04An estimate pricing table has the same Add from catalog control, so a quote and the invoice made from it use the same saved items.
  5. 05A line added from the catalog is a copy. Edit it on the document without changing the catalog, and change a catalog price without touching documents already written.
  6. 06To keep a line you typed by hand, choose Save to catalog on that line, in either invoice editor or an estimate pricing row. It is saved as a per-unit item at the line's rate and tax setting. The line needs a description first, and a name already in your catalog is not saved twice.
  7. 07An item that has been used is archived rather than deleted, so past documents keep their history. Archived items stay out of the pickers; Show archived and Restore bring one back.
Proposals

Payments

Connect Stripe and accept online payments

Every plan, including FreePartial payments start on Starter. Saved cards and automatic charging are paused for every account. The pay link in a sent message is on paid plans; Free sends the PDF link. Payment QR codes: one on Free, three on paid plans.

Web and Android appConnecting Stripe and the payment settings are on the web; Record Payment and Show pay QR work on the phone too.

Online payments run through Stripe, the one processor live today. A payment is charged through our Stripe platform account and transferred to your own connected Stripe account in the same transaction, and the invoice updates when the client pays.

Payments feature

Before you start

  • A Stripe account in your business's name, connected and verified with Connect with Stripe. Until it is, clients cannot pay online.
  • Online payments allowed for the client (Accepts online payments on the client record).
  1. 01Open Settings, then Payments, and under Online Payments choose Connect with Stripe. Complete the Stripe onboarding with your business and bank details, or link an existing Stripe account.
  2. 02Once connected, clients can pay by card, bank account (ACH), Apple Pay, Google Pay, Link, Cash App Pay, or Amazon Pay, as Stripe allows in their region. Under Payment methods your clients can use you choose which ones are offered, for the whole account or for one client on their page. Affirm and Klarna appear in that list for large invoices but are not offered to clients yet: they are still being activated on our Stripe platform account. On paid plans the email or text you send carries the View and pay link; on Free it carries the link to the PDF only.
  3. 03Invoice My Clients adds no markup: the fee taken from a payment equals Stripe's processing cost, and nothing goes to us. Payouts from Stripe to your bank follow Stripe's schedule and Stripe's rules for your account, which we do not control. If a payment is disputed and lost, or refunded, Stripe charges its costs to us as the platform, and we recover them from your later payments. You pay the processing fee by default. Under Who pays the card processing fee you can pass it to the client as a surcharge on US credit cards where that is legal, for the whole account or for one client; debit and prepaid cards and bank payments are never surcharged.
  4. 04Partial Payments (Settings, then Payments; Starter and above) lets clients choose how much to pay, up to the balance, on the invoice page. Each payment records against the balance and the invoice closes at zero; you can also record a partial payment yourself. For a fixed schedule of payments, use an installment plan (below).
  5. 05Auto-Pay (Settings, then Payments) lets clients save a card and opt in to automatic charges after a grace period you set (1 to 7 days after the due date). Automatic charging is currently paused while payer authorisation is verified: saved cards are kept, no charge is made without the client paying, and the client page says so.
  6. 06QR Code Payments adds Venmo, Cash App, or Zelle codes to invoices for clients who pay that way; Payment Instructions prints your bank details for transfers. Payments made this way are recorded with Record Payment.
  7. 07For a client standing in front of you, open a sent, unpaid invoice and choose Show pay QR: a full-screen code of that invoice's pay page with the amount due. It is on paid plans with Stripe connected and online payments on for that client; on Free the button explains that the invoice page has no way to pay. After the client pays an invoice in full you can ask them for a review: see Ask a client for a review, below.
Automated collections

Reviews

Ask a client for a review after they pay

Every plan, including Free

Web app

Once a client has paid an invoice in full, you can send them one short thank-you with a link to your review page. The link can be any review site: Google, Trustpilot, Houzz, Angi, Facebook or another.

Payments feature

Before you start

  • A Review link saved under Settings, then Business.
  • The invoice paid in full.
  • An email address for the client.
  1. 01Open Settings, then Business, and paste the address of your review page into Review link. Any https page works: your Google Business Profile review link, Trustpilot, Houzz, Angi, Facebook or another site where clients review you.
  2. 02Open an invoice the client has paid in full and choose Ask for a review, then Send request. Nothing is sent until you confirm, and nothing is ever sent automatically. The client needs an email address on the invoice or on their client record.
  3. 03The client gets one thank-you email with a Leave a review button, in English or Spanish to match the invoice. A request can be sent once per invoice, and the invoice then shows when it went. A refund or a dispute after the client paid does not take the option away. Review requests go by email; sending them by text is not switched on for any account.
  4. 04Ask every client who paid in the same way, not only the ones you expect to be happy: Google and Trustpilot do not allow businesses to ask selectively, and do not allow anything to be offered in return for a review. Yelp does not allow businesses to ask for reviews at all, so Settings shows that rule when the link is a Yelp page.
  5. 05Review requests are sent from the web app. The Android app does not have them.

Interest, fees and discounts

Charge interest or a late fee, offer an early-payment discount

Starter and above

Web app

Late invoices can accrue interest; early payers can get a discount; tipping and shipping lines are a switch each. All of these are Starter and above. A flat late fee is built but still in preview.

Interest on overdue invoices
  1. 01Open Settings, then Finance. Under Interest on Late Payments set the rate and the Interest Recurrence Interval; interest accrues on the overdue invoice itself and shows on the payment page and in reminders. Change it per invoice where a contract says otherwise.
  2. 02A flat Late fee (Settings, then Collections), added once the day after an invoice is overdue, is built and in preview: it is not yet available to accounts on any plan, so use interest for now.
  3. 03Under Finance, Early Payment Discount sets a percentage off for paying within a number of days. The invoice shows both amounts and the payment page honours the discount only inside the window, so nobody argues about which figure applies.
  4. 04Discounts turns on per-invoice and per-line discounts in the editor; Tipping lets clients add a tip when paying; Settings, then Invoicing, then Shipping adds a shipping and handling line.
  5. 05Tax: under Finance, Enable tax on invoices and set the Default Tax Rate (%), which new line items pick up; each line can be marked taxable or not. The late fee calculator and the glossary explain how to size interest and fees.
Early-payment discountsDiscountsShipping and handlingSales tax

Progress billing

Bill one contract in stages, with retainage

Professional and above

Web app

A job holds the schedule of values; each application bills the percent complete per line, holds and releases retainage, subtracts earlier applications, and ends as a normal invoice.

Progress billing feature

Before you start

  • Progress Billing turned on under Settings, then Invoicing.
  1. 01Open Settings, then Invoicing, and turn on Progress Billing. It then appears on the Invoices page and in the New menu.
  2. 02Choose New progress billing job, or Bill in stages on an accepted estimate to start from its lines. Enter the client, the schedule of values (up to 40 lines with the contract value of each), the Retainage % (0 to 50) and the Sales tax % per application if you charge tax.
  3. 03For each application enter the percent complete per line. The app works out what earlier applications already billed, the retainage held this time, the tax on this application, and the amount due, and creates the invoice on the construction template.
  4. 04Send each application like any invoice: email with a payment link, PDF, or mail. Partial payments are allowed.
  5. 05Retainage is released on the final application. The job view shows every application in order with its status, so the next one always knows what came before. Official AIA G702/G703 forms, lien waivers, and stored materials are not produced; attach your own.
Construction invoice templateGlossary: retainage

Installment plans

Let a client pay one invoice in scheduled payments

Professional and above

Web app

A plan splits one invoice’s open balance into weekly, biweekly, monthly or custom payments with an optional down payment. No interest or fees are added, and Invoice My Clients is not a lender.

Installment plans feature

Before you start

  • For automatic card payments: Stripe connected under Settings, then Payments.
  1. 01Open a draft or sent invoice and choose Payment plan. Set How often (Weekly, Every two weeks or Monthly), the Number of payments, the First payment date and an optional Down payment, which is due on the first payment date. A plan can have up to 60 payments over up to 5 years, and the payments add up to the balance to the cent. Suggest terms proposes terms from this client’s payment history by fixed rules.
  2. 02Set Automatic card payments to Off, Offer to the client or Require a card on file. Set End the plan after this many missed payments (2 by default, or Never) and the Days after a due date before a payment counts as missed (10 by default). Preview schedule shows every payment before you save.
  3. 03Choose Offer plan to client, or Start now with notice. Nothing is sent for you: send or resend the invoice so the client sees the plan on their invoice page.
  4. 04The client accepts on the invoice page with their typed name, a checkbox and the exact terms, and authorizes a card there if you offered automatic payments. Card charges run on the due dates with up to two retries within 7 days; you pay the processing fee. Payments apply to the oldest payment first, each gets a normal receipt, and the invoice PDF shows the payment schedule.
  5. 05On a live plan use Pause and Resume (Move the remaining dates by the pause), Move to end, Reschedule the rest, Cancel plan, Turn off automatic payments, and Reinstate on a new schedule after a plan ends for missed payments. Draft a reminder writes a message for the late payment that you edit before sending. A plan at risk opens a Payment plan at risk case in Escalations. You can also ask the assistant, for example "let Acme pay this over 4 months": it proposes the terms and creates the plan only after you confirm. Plans are set up on the web; the Android app has no plan screens.
Use case: a client cannot pay at onceWhite paper: long-term installment plans

Invoice from a document

Turn a document, or a batch of 25, into draft invoices

Professional and aboveEach document read uses one AI document and receipt scan: 50 a month included on Professional, 250 on Business, then billed per extra scan.

Web app

Drop a PDF, photo, or Word file and the AI drafts the invoice from it for you to confirm. Up to 25 documents run as one background batch.

Document AI feature
  1. 01Open Invoices and choose Invoice from a document. Drop one file to read it now, or choose Upload several documents to read up to 25 at once and give the batch a name if you like.
  2. 02A batch runs in the background; you can close the tab. Each document becomes a draft invoice with the fields the AI read and a confidence flag on anything worth checking. Nothing is sent until you confirm.
  3. 03A file the AI cannot read, or that is not what its name says, is reported by name with the reason instead of stopping the batch. When the batch is done you are told in the app, and by email and text if those alerts are on.
  4. 04Every invoice from a batch carries its batch label; filter the invoice list by Document batch to find them, and Recent batches lists the last ones. Start the next batch when one completes.
  5. 05The same reading handles a remittance or a check you photograph (it proposes the payment match for you to confirm) and, on Business, Purchase order from a document.
Deductions and receiptsPurchase orders

Time tracking

Track hours and turn them into an invoice

Professional and aboveFree can view the Time page; tracking and billing time need Professional.

Web app

Timers, projects, and billable rates live in the same app as your invoices, so unbilled time never has to be re-typed.

Time tracking feature

Before you start

  • For suggested entries: a Google, Outlook or iCal calendar connected under Settings, then Integrations, then Calendar.
  1. 01Open Time. Start a timer, or add an entry with a start and end, and assign it to a client and a project so its rate applies.
  2. 02The Projects view creates a project per engagement with its own Rate; every entry on that project inherits it. Settings, then Finance, then Default Hourly Rate with Apply to Time Tracking sets the fallback.
  3. 03The List, Calendar, Reports, Summary, Profitability and Client Profitability views show where the hours went.
  4. 04When you are ready to bill, open Unbilled Time, pick the client, and choose Create new invoice or Add to existing invoice. Entries become line items you can edit before sending.
  5. 05Under Settings, then Integrations, then Calendar, connect Google, Outlook, or an iCal feed and turn on Suggest time entries from my calendars: meetings appear as suggested entries you accept with one click. It suggests; it does not write to your calendar.
ReportsHow to invoice for hours worked

Estimates

Send an estimate, collect a signature, convert to invoice

Professional and above

Web and Android app

Estimates combine a scope, a pricing table, and an e-signature. An accepted estimate becomes the invoice with the same line items, or a progress-billing job, and later changes to it are recorded as signed change orders.

Estimates feature

Before you start

  • For a deposit the client pays online: Stripe connected under Settings, then Payments.
  • For the client to accept from a link: an email address for the client.
  1. 01Open Estimates and choose New Estimate. Pick the client, write the scope in sections, and add a pricing table with quantities and rates. Settings, then Estimates, can require a digital signature and ask for a deposit on acceptance.
  2. 02Choose Send. The client receives a secure link, reviews the estimate, and accepts with Sign to Accept, typing their full name as the signature. You are notified when it is viewed and when it is accepted.
  3. 03When the estimate asks for a deposit, accepting it creates a deposit invoice for that amount and the client sees Pay Deposit on the same page. Paying it, or recording a cash or check payment yourself, marks the deposit as collected and notifies you. When you convert the estimate to an invoice or bill it in stages, the deposit that was actually collected is credited once, shown as a Credit row. A deposit invoice carries no interest, late fee or automatic reminders. This applies to estimates accepted from 11 October 2026; an older accepted estimate has a Create deposit invoice button instead. Two limits to know: a deposit paid through a processor other than Stripe shows as collected the next time the estimate is opened, not at once, and the credit is not yet sent to QuickBooks or Xero.
  4. 04To send at a set time, choose Schedule and enter the date and time. If others must sign off first, open Approvals in the sidebar and Add approver; each approver marks Approve or Reject with a comment and the estimate shows All approvals received before it goes out.
  5. 05Once accepted, choose Convert to Invoice. The pricing table carries over line by line and the signed estimate stays attached. For a contract billed in stages, choose Bill in stages instead to start a progress-billing job from it.
  6. 06When the job changes after acceptance, use Change orders on the accepted estimate. Each change order is numbered and shows the price difference and the revised contract total, and the accepted estimate itself stays as it was. Save a draft, then choose Sign in person for the client to sign on your device, or Send for approval so they approve it remotely with a code sent by email. Once approved, choose Bill this change order to create a change order invoice or add it to a draft invoice; billing only creates or changes a draft, which you review and send yourself. Download PDF saves a copy.
  7. 07To send a document with the estimate, such as a rental agreement, a spec sheet or your terms, choose Attach a file on the estimate (up to 20 MB each). The client sees each attachment in the estimate link with a download, before they sign. For a cover, choose Upload cover in the estimate sidebar and pick a wide image. It appears at the top of the estimate the client opens from their link.
Purchase orders

AI assistant

Bill by chat or by voice

Every plan, including FreeVoice Mode is Professional and above; typed chat, and dictation into it, work on every plan.

Web and Android app

The assistant works on your real data: it drafts and sends invoices and estimates, looks up clients, bills unbilled hours, reads your reminders, puts an invoice on an installment plan, and builds reports. It is in the web app and the Android app. Every plan includes a monthly message allowance.

AI assistant feature

Before you start

  • For Voice Mode: the Professional plan or above, and microphone permission in the browser or on the phone.
  1. 01Choose Assistant in the header and describe what you need, for example "invoice Acme for 12 hours at 150". It shows the draft and confirms the details before anything is sent or changed; anything that goes to a client waits for you to approve that send.
  2. 02Switch to Voice Mode to talk instead of type. It listens, speaks back, and pauses for your confirmation on any action that sends or changes something. Pick its voice under Settings, then AI Assistant.
  3. 03Ask for a revenue, aging, or payment report and it answers with the numbers and a chart inline; Open saves it to the Reports page.
  4. 04Your monthly usage shows in the assistant and under Settings, then AI Assistant, with credit packs for busy months (see AI credit packs below).
  5. 05The same tools are available to Claude, ChatGPT, an IDE, or your own agent through the MCP server (see API and MCP below). Any plan can connect an AI assistant by signing in; connecting with an API key needs Professional or above.
Voice invoicingMCP server

Android app

Bill from your phone with the Android app

Every plan, including FreeFree to install. Each feature keeps the plan it has on the web: estimates and change orders, for example, are Professional and above.

Android app

Invoice My Clients for Android is on Google Play in the United States, listed as Invoice My Clients. It signs in to the same account as the web app, so everything you do on the phone is there on the web and the other way round. The app follows the phone's language, English or Spanish. The iPhone app is in development; until then, on an iPhone use app.invoicemyclients.com in the browser.

Android and other technical guidesGet it on Google Play

Before you start

  • An Android phone running Android 9 or later, with Google Play in the United States.
  • For alerts on the phone: notification permission. For dictation and Voice Mode: microphone permission.
  1. 01Install Invoice My Clients from Google Play. Sign in the way you do on the web: email and password, an email code, Google or Amazon, or your organization's single sign-on on the Enterprise tab; two-factor sign-in works as it does on the web. You can also create an account in the app.
  2. 02After you sign in once, the app offers fingerprint or face sign-in, saved as a passkey. From then on it opens the fingerprint prompt by itself when you open the app; turn it off in Settings. A passkey you made on the web works too.
  3. 03The app opens on the assistant. Type, dictate, or switch to Voice Mode to find, open, or draft an invoice or an estimate; it waits for your OK on every change and every send.
  4. 04The bottom bar reads Invoices, Estimates, the plus button, Assistant, and Settings. The plus button opens New Invoice, New Estimate, and Create Receipt. The invoice editor shows the same live preview as the web, with the invoice actions, such as send, record a payment, Show pay QR, and mail by USPS.
  5. 05Estimates work on the phone: build one with options and a deposit, take the client's signature with a finger in person, show the deposit QR code, send it by link, and convert it to an invoice. Change orders on an accepted estimate work there too.
  6. 06Once you allow notifications, every alert for your account (payments, views, reminders and the rest) arrives on the phone even when the app is closed; the bell in the app lists them. When Google Play has a newer version, the app offers the update and installs it in the background.
  7. 07Tap to Pay takes a contactless card or phone wallet on the phone, Android only (see Tap to Pay below). Some things are on the web only for now: reminder settings and the approval queue, installment plans, progress billing, clients, time tracking, and most of Settings, which the app opens as the web page. Each section on this page says where its task is done.
Android app privacy

Tap to Pay

Take a card payment on your Android phone

Starter and aboveStarter and above. Android only.

Android appAndroid only. Not in the web app and not on iPhone.

Tap to Pay lets a client pay an invoice in person by holding a contactless card or a phone wallet to the back of your Android phone, with no card reader. It is in the Invoice My Clients app on Google Play; it is not in the web app or on iPhone.

Payments featureGet the Android app on Google Play

Before you start

  • An Android phone with NFC turned on, running Android 13 or later, with the Invoice My Clients app from Google Play, and location permission for the app (the card network needs to know where an in-person payment happens).
  • The Starter plan or above.
  • Stripe connected under Settings, then Payments, with card payments active on your Stripe account and a statement name of your own set in Stripe (at least 5 characters). The charge shows your business's name on the client's statement.
  • A United States business: a US Stripe account and, under Settings, then Business, your street address, city, state, and a 5-digit ZIP code. Stripe registers that address as the place where your in-person payments are taken.
  • An invoice in US dollars, sent and not yet paid. Invoices issued under an Enterprise billing identity are not supported.
  1. 01Check the list in Before you start. Each item is checked again every time you take a payment, and the app names the one that is missing instead of failing silently.
  2. 02Open the unpaid invoice in the Android app and choose Tap to Pay. The app checks the phone (NFC on, Android version, location permission) and connects to Stripe.
  3. 03Hand the phone to the client or hold it out: they tap their card or phone wallet on the back of the phone.
  4. 04The payment is recorded on the invoice like an online payment, and the client's receipt shows the card details the card networks require.
  5. 05Fees: you pay Stripe's in-person processing fee at cost, with no markup from us, as you do for online payments (see Stripe's US pricing at stripe.com/pricing), and it is never added to the client's total. A tap the card declines costs 10 cents, also paid by you.
Android app privacy

Settings

Business details, numbering, branding, language

Every plan, including FreeYour logo, a brand colour and removing the "Powered by" line start on Starter.

Web appThe Android app opens these pages as the web page.

Settings shape every invoice you send. Set them once and the editor uses them as defaults. Search inside Settings finds any option by name.

Sales tax feature
  1. 01Under Business, enter your Business Information (legal name, address, contact details, Business Number or EIN); it prints on every invoice and estimate. Upload your Logo and choose a Brand Color here.
  2. 02Under Invoicing, set Invoice Numbering (prefix, number format, zero padding, yearly reset) and the Next Invoice Number. Estimates, purchase orders, receipts, and change orders follow the same format, width, and yearly reset, each with its own prefix and its own counter (EST-202610-001 beside INV-202610-001). New accounts start on INV-202610-001 style numbers; an existing account keeps the numbering it already uses. Also under Invoicing: the Default Payment Terms (due on receipt through one year), the Document Theme, the Invoice Editor you prefer, Shipping, and Progress Billing.
  3. 03Under Finance, set Enable tax on invoices and the Default Tax Rate (%), plus interest, discounts, early-payment discount, tipping, and your Default Hourly Rate.
  4. 04Under Interface, set Language for the app (the app is translated into English and Spanish for Mexico; the other languages in the list are not fully translated yet), and under Language and Region the Currency, Date Format, and Timezone that new invoices use. A client's own Preferred Language decides the language of what they receive.
  5. 05Payments, Collections, Notifications, Security, Integrations, Developer, Templates, Purchase Orders, Estimates, Account, and Billing each have their own section; Dismissed Alerts brings back notices you hid.

Notifications

Choose how you hear about payments, views and problems

Every plan, including Free

Web and Android app

Every event on an invoice (viewed, paid, overdue, a reminder sent, a dispute, a failed delivery) is a notification you can receive by email, text, push, or in the app, by category.

Automated collections feature

Before you start

  • For texts: your mobile number verified once under Settings, then Notifications.
  • For phone alerts: the Android app with notifications allowed.
  1. 01Open Settings, then Notifications. Under Notification Preferences the categories are Invoices, Payments, Reminders, Interest, Subscriptions, and System; the channels are Email, In-App, Push, and SMS. New accounts start with all of them on.
  2. 02SMS needs your phone number verified once on the same page. Quiet Hours holds texts until your chosen hours.
  3. 03In the app, the bell in the header lists every notification with the invoice it is about; tap one to open the invoice. The Android app (on Google Play in the United States) shows the same list and posts them to the phone's notification shade.
  4. 04WhatsApp appears in the channel list but is not yet a sending channel; nothing is sent over it today. Product news is a separate opt-in at the bottom of the page.
Payments

Security

Passkeys, two-factor sign-in, trusted devices, SSO

Every plan, including FreeSSO (SAML or OIDC), SCIM provisioning, email domains and team members are Enterprise.

Web and Android appPasskeys sign in on both; two-factor, trusted devices and single sign-on are set up on the web.

Sign-in protection is per account under Settings, then Security. Enterprise organisations add single sign-on and user provisioning.

Security at Invoice My Clients

Before you start

  • For a passkey: a phone or computer with a screen lock (fingerprint, face or PIN).
  1. 01Under Multi-Factor Authentication choose Authenticator App (any TOTP app such as Google Authenticator or Authy) or Email Authentication, and confirm with a code.
  2. 02Under Passkeys choose Add Passkey to sign in with your phone or computer's biometrics instead of a password; the Android app (on Google Play in the United States) signs in with the same passkeys.
  3. 03Trusted Devices lists the devices that can skip the second factor; remove one to require it again. Session Management signs out other sessions, and Password changes the password you use.
  4. 04Enterprise: Settings, then Enterprise, holds Single Sign-On (SAML or OIDC), SCIM Provisioning, Email Domains, Team Members, Require SSO for all members, and just-in-time account creation on first SSO sign-in.
  5. 05When an Enterprise organization invites an email that already has an account, that account is not joined on its own: the web app shows the invitation with Join and Decline. Nothing changes until you choose Join, which puts the new invoices you create under the organization; Decide later only hides it for now.
Enterprise (SSO and personas)

Reports and receivables

Build a report with the assistant, watch receivables on one screen

Every plan, including FreeThe AR dashboard (DSO, aging, forecast, escalation queue) is Professional and above.

Web appAsk the assistant for a report on either; the Reports page and the AR dashboard are on the web.

Reports are generated by the assistant from your live data and saved to the Reports page, each exportable as CSV. The AR dashboard shows what is owed and how late.

Reports feature
  1. 01Open Assistant and ask for the report you want: revenue by month, aging, tax collected in a period, payments by client, outstanding by client. It answers with a chart; choose Open to save it under Reports.
  2. 02Open Reports. Each saved report opens with its table and chart and an Export CSV button; the Time page has its own Reports, Profitability and Client Profitability views for hours.
  3. 03Open Receivables (Professional and above) for the AR dashboard: aging buckets, days sales outstanding, collection rate, a forecast of what should arrive when, and the escalation queue of invoices waiting on a decision.
  4. 04For a bookkeeping file, Settings, then Integrations, then Exports, offers Money Manager Ex (CSV or QIF) of client payments on every plan; the Receipts page exports the same.
AR dashboardMoney Manager Ex export

QuickBooks and Xero

Keep invoices and payments in your books automatically

Professional and above

Web app

Connect QuickBooks Online or Xero once and invoices and payments created here appear there as they happen, with the client as the customer or contact.

QuickBooks Online sync

Before you start

  • A QuickBooks Online or Xero company you can sign in to and allow access.
  1. 01Open Settings, then Integrations, and under Finance and Accounting choose QuickBooks Online or Xero. Sign in to the accounting company you want and allow access.
  2. 02Invoices you send and payments you receive or record sync to the connected company; the invoice shows its QuickBooks or Xero id and Pushed to QuickBooks or Xero once it is there. Customers from QuickBooks are pulled in as clients.
  3. 03A payment that fails to sync is listed under the integration card with the reason, so nothing goes missing silently; fix the cause and it retries.
  4. 04Payments your bookkeeper records directly in QuickBooks or Xero are imported on request from the integration card and matched to the invoice; a match the app is not sure of waits in review.
  5. 05Payout deposits with fees, credit notes, and automatic read-back are in final testing and will appear on the same cards when live; until then reconcile Stripe payouts from the payments report.
Xero syncIntegrations

Purchase orders

Create, approve, receive, and match a purchase order

Business and above

Web app

A PO records what a client agreed to buy from you; matching then checks every invoice you raise against that PO and, in three-way mode, against what was actually received, so nothing is over-billed.

Purchase orders feature

Before you start

  • Enable Purchase Orders turned on under Settings, then Purchase Orders.
  1. 01Open Settings, then Purchase Orders, and turn on Enable Purchase Orders. Set the PO prefix (the number follows your invoice numbering, with its own counter) and, under Matching and Enforcement, the default matching mode (None, 2-Way, or 3-Way) and the default tolerance as a percentage and an absolute amount. Zero means an exact match is required.
  2. 02Open POs and choose New PO. Pick the client, add the lines with quantity and unit price, choose the matching mode for this PO, and save. A PO starts as Draft and becomes Open once it has a total; the list shows Total, Invoiced, and Remaining for each one. A PO can also be drafted from a PDF with Purchase order from a document.
  3. 03To approve, open the PO, switch to the Activity tab, and add approvers by name and email (with an optional role such as AP Manager). Each approver marks the PO Approved or Rejected with a comment, and the PO carries the overall approval status. Approval is a record for your audit trail; it does not block invoicing.
  4. 04When goods or services are delivered, open the Receipts tab and choose New Receipt. Enter a receipt number and the quantity received per line, then Save Receipt. Partial receipts are fine; the Lines tab shows Received against ordered.
  5. 05To bill against the PO, choose Create Invoice on the PO. A draft invoice is pre-filled from the remaining lines. Matching runs automatically every time an invoice linked to the PO is saved: two-way compares quantity, unit price, and amount to the PO lines; three-way also requires the invoiced quantity to be within the received quantity. The result shows as Matched, Partially matched, Over-billed, or Unmatched on the Lines and Invoices tabs and in the invoice header.
  6. 06Optional: under Matching and Enforcement, turn on No PO, No Pay. Set the amount above which a PO is required and choose Warn (banner, send allowed) or Block (send prevented). Close a PO when it is fully invoiced; Cancel one that will not proceed; Reopen if needed. POs import and export as CSV.
Proposals

E-invoicing

Send an invoice over Peppol or DBNA

Business and above

Web app

Instead of a PDF attachment, a structured invoice is delivered into the buyer's accounting system over the Peppol network (EU, UK, Australia, New Zealand, Singapore) or the DBNA network (United States) through our access point partner, Storecove. Use it when a client, a public body, or a national mandate requires e-invoices.

E-invoicing feature

Before you start

  • Your company's Tax ID or VAT number and a Peppol Participant ID, or for the US network a DBNA Participant ID (EIN, DUNS or GLN).
  • The client's Peppol or DBNA Participant ID on their client record.
  1. 01Open Settings, then Integrations, and find E-Invoicing (Peppol + DBNA) under Productivity. Enter your Company Name, address, country, and Tax ID or VAT Number, plus your Peppol Participant ID (scheme and identifier, for example 0208:0123456789) and, for the US network, your DBNA Participant ID (EIN, DUNS, or GLN). Choose Set Up E-Invoicing; registration on the network is handled for you, with no developer account needed. Sandbox mode lets you test first.
  2. 02On each client that will receive e-invoices, open the client record and enter their Peppol Participant ID or DBNA Participant ID. The field validates the format as you type.
  3. 03Create the invoice as usual with complete line items, tax rates, and currency; the network validates the document before it is delivered.
  4. 04In the invoice's actions, the e-invoice card shows the network it will use and sends it; the card then tracks the delivery status and names the reason if the network refuses it, so you can fix and re-send. You can still email the PDF or download it alongside.
  5. 05

    The same send is available over the REST API with an API key (see API and MCP below). Pass a network only when both Peppol and DBNA are set up for you and the client. For clients without a network identifier, email with a payment link remains the normal path.

    Send an invoice as an e-invoicebash
    curl -X POST -H "Authorization: Bearer $IMC_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"network":"PEPPOL"}' \
  "$IMC_API_BASE/v1/invoices/INVOICE_ID/send-einvoice"
Physical mail

Physical mail

Mail a printed invoice, first-class, standard, or certified

Professional and abovePostage is billed per piece on top of the plan, shown before you confirm.

Web and Android app

The invoice is printed and posted for you through our mail partner, with delivery tracking on the invoice, so a client who ignores email or a matter that needs a paper trail still gets a formal, dated letter.

Physical mail feature

Before you start

  • Your complete business address under Settings, then Business; it prints as the sender.
  • The client's full postal address.
  1. 01Make sure your own business address is complete under Settings, then Business; it prints as the sender. Give the client a full postal address under Clients.
  2. 02Open the invoice and choose Send by Mail in the Actions menu. The recipient address is verified as the drawer opens: verified, corrected with a suggested fix you can accept, or undeliverable, which still lets you send with a warning.
  3. 03Pick the mail type: USPS First-Class Mail (3 to 5 business days, $2.49), USPS Standard Mail (5 to 14 business days, $1.49), or USPS Certified Mail (3 to 5 business days, tracking and signature, $12.99). Optional add-ons are a return envelope (+$1.49) and color printing (+$0.99); extra pages add $0.25 each. The itemised cost and total show before you confirm.
  4. 04Confirm with Send by Mail. The invoice then shows the piece's status: Mail pending, processing, in transit, in local area, delivered, returned, failed, or cancelled, with the last-mailed date. Choose it again for a repeat notice.
  5. 05Use Certified for balances that may end in a dispute or small claims: the signature requirement and the delivery record on the invoice are your evidence that the notice arrived. The Collect drawer sends a demand letter the same way.
Automated collections

Automated collections

Turn on the engine, set the limits, handle the escalations

Professional and above

Web app

It watches every sent invoice with a balance and prepares AI-written email reminders on a fixed ladder. It has two modes, set by "Ask me before each reminder" under Settings, Collections. On: each reminder that comes due is held in Collections, Escalations with its exact wording and channel, and you are notified. Approve sends that wording within about 15 minutes, outside the quiet hours of your client; Skip sends nothing and moves on to the next reminder. A held reminder stays held until you decide, or is withdrawn if the invoice is paid or its reminders stop. Off: reminders send by themselves on schedule, without asking. Every new account starts with reminders on and the setting on; on Free and Starter the setting is saved, but no reminders are prepared or sent until the account is on Professional or above. Existing accounts are never switched on silently: you get a one-time offer in the app (a card on the Invoices page, and a notification on the web and in the Android app) to turn reminders on in ask-first mode, and nothing changes until you choose. Reminder settings and the approval queue are on the web; the Android app does not have them yet. It pauses when a payment fails or a dispute is opened, and routes the cases that need a person to your Escalations queue.

Automated collections feature

Before you start

  • The Professional plan or above for reminders to be prepared and sent.
  • An email address for the client: reminders are sent by email only.
  1. 01Open Settings, then Collections, and turn on Enable automated collections. Choose Stop chasing after a partial payment and Escalate disputes to me as you prefer, then save. Nothing is sent for any account until this switch is on.
  2. 02Set the limits: Max reminders per invoice (default 5) and the Auto-send confidence from 0 to 1 (default 0.7). Each reminder is drafted by the assistant; when its confidence is below the threshold, a standard reminder template is sent in its place. The reminder is still sent.
  3. 03Set Quiet hours as a start and end hour (0 to 23) in the client's local time, or leave them blank to allow sending at any time. Reminders that fall inside quiet hours move to the next allowed time.
  4. 04The cadence is fixed, counted from the due date, and email only: a friendly email on day 1, firm emails on day 7 and day 14, and a final email on day 30, after which the invoice is escalated. An invoice is chased only while it is sent, unpaid, and not mid auto-pay; a recorded payment promise pauses it until the promised date (recording a promise is in preview and not yet available to accounts); turning the engine off pauses every active campaign.
  5. 05Work the queue under Escalations in the top navigation (the badge shows the count). Each case is tagged Dispute, Repeated payment failure, Email undeliverable, Needs review, Final notice, Chargeback, Wrong recipient, Asked to stop contact, or Short payment, and shows the balance, days overdue, reminders sent, and the suggested message. Choose Approve and send, Mark resolved, Dismiss, or Refer to collections partner.
  6. 06Disputes and chargebacks arrive from Stripe automatically: the case opens in the queue and the invoice's reminders pause until you resolve it. Client contact roles (Settings, then Collections) send later reminders to accounts payable and the signer as well as your contact.
AR dashboardConcierge collections

Clients who stall

Record a promise, send a statement, escalate to a letter

Every plan, including FreeLive today: statements and the vendor kit, on Starter and above. In preview and not yet available to accounts: payment promises, late fees, signed agreements, demand letters, the evidence packet and the collections handoff.

Web app

When a client goes quiet, the client page holds the statement of account and the vendor setup kit, both live. The Collect drawer's other tools (payment promise, late fee, signed agreement, demand letter, evidence packet and collections handoff) are built and in preview: they are not yet available to accounts on any plan.

Clients who stall
  1. 01In preview, not yet available: open the invoice and choose Collect. Under Payment promise choose Record promise and enter the Promised date the client gave you; automated reminders pause until it passes and resume on their own if nothing arrives. Clear promise ends it early.
  2. 02From the client page, Statement of account lists every open invoice with its age: View statement to check it, Send statement to email the PDF to the client (Starter and above).
  3. 03Vendor setup kit (Starter and above, live) attaches your W-9, insurance certificate and payment details to an invoice email so a new customer's accounts payable can onboard you without a back-and-forth. In preview, not yet available: Late fee adds a flat amount the day after an invoice is overdue (set under Settings, then Collections). Interest on overdue invoices is live on Starter and above.
  4. 04In preview, not yet available: Signed agreement (Professional) attaches the client's accepted terms to the invoice so the record is complete. Demand letter by certified mail sends a formal notice by USPS Certified Mail with tracking; the postage is charged to your card on file after you approve it.
  5. 05In preview, not yet available: Export evidence packet gathers the invoice, its history, every message sent and the delivery records into one file for small claims. Collections handoff (Business) exports the case for the collections agency of your choice; there is no agency integration, the export is the handoff.
Physical mailUse case: a client who stopped answering

API and MCP

Create an API key, use the REST API, webhooks, and the MCP server

Professional and aboveFree and Starter have no API keys and no REST API. They can still connect an AI assistant (Claude, ChatGPT and others) to the MCP server by signing in.

Web appKeys are created on the web; the API and the MCP server are used from your own tools and AI clients.

API keys and the REST API are included on the Professional plan and above, and any plan can connect an AI assistant to the hosted MCP server by signing in. One key works for the REST API and for the MCP server that gives Claude, an IDE, or your own agent the assistant's tools; webhooks push events to your systems as they happen.

API feature

Before you start

  • For an API key: the Professional plan or above. Connecting an AI assistant by signing in works on every plan.
  1. 01Check your plan first. API keys and the REST API are available on Professional, Business, and Enterprise. A Free or Starter account cannot create a key or call the API (upgrade under Settings, then Billing), but it can connect an AI assistant to the MCP server by signing in.
  2. 02Open Settings, then Developer, and under API Keys enter a Key Name and choose Generate New Key. The key is shown in full once and masked afterwards; it starts with imc_live_. Store it in a secret manager, and choose Revoke on the same page to disable it immediately if it leaks. You can create at most five keys a minute. A key acts only on your own account: it reads and writes your invoices, clients, and remittance advices and nothing belonging to anyone else, and client records returned by the API never include a social security number or a bank account number.
  3. 03

    The REST API takes and returns JSON over HTTPS. Your base URL and the full parameter reference are under Settings, then Developer, then API Documentation. Send the key as a bearer token in the Authorization header. A new invoice is created as a draft, numbered from your invoice settings.

    Set your key and base URLbash
    export IMC_API_KEY="imc_live_your_api_key"
export IMC_API_BASE="https://YOUR_BASE_URL"
    List sent invoicesbash
    curl -H "Authorization: Bearer $IMC_API_KEY" \
  "$IMC_API_BASE/v1/invoices?status=SENT&limit=10"
    Create a draft invoice with one line itembash
    curl -X POST -H "Authorization: Bearer $IMC_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"clientName":"Acme Corp","clientEmail":"billing@acme.com","itemDescription":"Consulting","itemRate":150,"itemQuantity":10}' \
  "$IMC_API_BASE/v1/invoices"
  4. 04

    These are all the endpoints. The businesses path is a second address for clients. List endpoints accept since and limit (50 by default, 100 at most), and invoices and remittance advices also filter by status. No endpoint emails an invoice to a client: send invoices from the app. The send-einvoice route delivers over Peppol or DBNA and needs e-invoicing set up (Business and above). The remittance send route marks an advice as Sent and does not email anyone. Every error is JSON with an error message; a missing, unknown, revoked, or expired key gets 401.

    REST endpointshttp
    GET    /v1/invoices
POST   /v1/invoices
POST   /v1/invoices/:id/send-einvoice
GET    /v1/clients
POST   /v1/clients
GET    /v1/remittance-advice
POST   /v1/remittance-advice
GET    /v1/remittance-advice/:id
PATCH  /v1/remittance-advice/:id
POST   /v1/remittance-advice/:id/send
    Error responsejson
    {
  "error": "Invalid or expired API key"
}
  5. 05

    Webhooks are set up separately and do not use an API key. Under Settings, then Integrations, then Webhooks, add an HTTPS endpoint URL and pick the events or subscribe to all; the Signing Secret is shown once. Send a test event from the same card. Events cover invoice (created, updated, sent, viewed, voided, overdue, and more), payment (initiated, succeeded, failed, recorded), client (created, updated), remittance (created, sent, acknowledged), and recurring (scheduled, canceled). Verify each delivery with the signature: a hex HMAC-SHA256 of the timestamp, a dot, and the raw body, keyed with your signing secret. Respond within 10 seconds; a failed delivery is retried after 5 seconds and again after 25.

    Headers on every deliveryhttp
    X-Webhook-Event: invoice.sent
X-Webhook-Timestamp: 2026-10-11T15:04:05.000Z
X-Webhook-Signature: <hex HMAC-SHA256 of "timestamp.body">
    Verify the signature (Node.js)javascript
    import { createHmac, timingSafeEqual } from 'node:crypto'

// rawBody is the request body exactly as received, before JSON parsing.
export function isFromInvoiceMyClients(headers, rawBody, signingSecret) {
  const timestamp = headers['x-webhook-timestamp']
  const received = String(headers['x-webhook-signature'] ?? '')
  const expected = createHmac('sha256', signingSecret)
    .update(`${timestamp}.${rawBody}`)
    .digest('hex')
  return (
    received.length === expected.length &&
    timingSafeEqual(Buffer.from(received), Buffer.from(expected))
  )
}
  6. 06

    For the MCP server, point your AI client at the server URL over Streamable HTTP. A client that supports MCP sign-in needs only the URL: it opens Invoice My Clients, you sign in, see what the client is asking for, and approve or deny it. Other clients send an API key as a bearer token. Signing in works on every plan; an API key needs Professional or above. The client gets the tools the in-app assistant uses (invoices, clients, payments, estimates, time, reports, collections, and more) and lists each one when it connects. Calls that would contact your clients, such as sending an invoice, starting a recurring send, or resuming reminders, run only if you approved sending when you connected and you OK each send in your AI client; otherwise do them in the app. The same snippets are under Settings, then Developer, then MCP Server.

    Claude Code, with sign-inbash
    claude mcp add --transport http invoice-my-clients https://mcp.invoicemyclients.com/mcp
    Claude Code, with an API keybash
    export IMC_API_KEY="imc_live_your_api_key"
claude mcp add --transport http invoice-my-clients https://mcp.invoicemyclients.com/mcp \
  --header "Authorization: Bearer $IMC_API_KEY"
    Cursor (.cursor/mcp.json), with sign-injson
    {
  "mcpServers": {
    "invoice-my-clients": {
      "url": "https://mcp.invoicemyclients.com/mcp",
      "type": "streamable-http"
    }
  }
}
    Cursor (.cursor/mcp.json), with an API keyjson
    {
  "mcpServers": {
    "invoice-my-clients": {
      "url": "https://mcp.invoicemyclients.com/mcp",
      "type": "streamable-http",
      "headers": {
        "Authorization": "Bearer imc_live_your_api_key"
      }
    }
  }
}
  7. 07Zapier and Make connect through the REST API and webhooks today (beta, no native app listing yet), so they need an API key and the Professional plan or above. On the MCP server, an Enterprise organization can send an X-Persona-Id header to act as one of its billing identities.
MCP serverIntegrations

Remittance advice

Send a remittance advice link and collect the acknowledgement

Every plan, including FreeReading a remittance or check with the AI to match the payment is Professional and above.

Web app

A remittance advice tells the client exactly which invoices a payment covered. It lives at a public /ra/ link the client can open without signing in and acknowledge, which closes the loop without a reconciliation email thread.

Remittance advice feature
  1. 01Create one in any of three ways: when you record a payment, tick Also record payment for selected invoices to cover several at once; from a client page choose Create Remittance and fill in the RA number, payment date, method, reference, total, notes, and the amount applied to each selected invoice; or let a Stripe batch payment generate one automatically, linked from the payment drawer.
  2. 02Open the advice. It shows the RA number and status (Draft, Sent, or Acknowledged), the payment date, method, and reference, the total remitted, an Applied Invoices table with invoice total, applied amount, and outstanding balance, and your notes. Print or Download PDF from the same page.
  3. 03Choose Email to Client. The client receives the /ra/ link by email (and by text if they have a phone number on file), you receive a confirmation copy, and the status moves to Sent.
  4. 04The client opens the link and chooses Acknowledge Receipt. The status becomes Acknowledged, and the remittance.acknowledged webhook fires if you subscribe to it. The advice stays attached to the payment and the invoices it covers.
  5. 05

    Remittance advices are also available over the REST API, which needs an API key and so the Professional plan or above (see API and MCP above). An accounts payable system can list, create, and update them without opening the app. The send route marks an advice as Sent; it does not email anyone, so use Email to Client in the app when the client should receive the link.

    Remittance advice endpointshttp
    GET    /v1/remittance-advice
POST   /v1/remittance-advice
GET    /v1/remittance-advice/:id
PATCH  /v1/remittance-advice/:id
POST   /v1/remittance-advice/:id/send
Payments

AI credit packs

Buy AI credits when the monthly allowance runs out

Every plan, including Free

Web app

Every plan includes a monthly allowance of AI messages: 20 on Free, 150 on Starter, 10,000 on Professional, and 25,000 on Business; Enterprise allowances are pooled. Busy months can top up with prepaid credit packs; credits never expire.

AI assistant feature
  1. 01A message is one completed request to the assistant, typed or spoken. Everything the assistant does inside that request, such as looking up a client, drafting an invoice, and sending it, counts once. Your usage for the current cycle shows in the assistant panel and under Settings, then AI Assistant.
  2. 02When the allowance is spent, the assistant stops until the next billing cycle unless you hold credits. The message you see at that point offers Buy credits and Upgrade plan.
  3. 03To buy, open Settings, then AI Assistant, and under AI credit packs choose AI message credits. Pick a pack of 100, 500, or 2,000 messages; the price depends on the model class your plan runs on (Sonnet 5 on Free and Starter, Opus 5.5 on Professional and above). Buy opens Stripe Checkout and you return to the same page with the balance updated.
  4. 04Credits are drawn only after the monthly allowance is gone, and unused credits carry forward with no expiry date. Upgrading raises the monthly allowance and keeps any credits you already hold.
Plans and AI allowances

Deductions

Log expenses and scan receipts

Every plan, including FreeReceipt scans: 50 a month included on Professional, 250 on Business.

Web app

Deductions is the expense log. Free can log by hand; Starter and above track and categorise; Professional and Business add receipt scanning with an included monthly allowance, so a photo of a receipt becomes a categorised entry.

Deductions feature
  1. 01Open Deductions from your account menu. To log by hand, use Add Deduction Manually: description, amount, vendor, date, and notes, with a category (Equipment, Marketing, Meals, Office Supplies, Professional Services, Travel, Utilities, or Other). Choose Add Deduction.
  2. 02To scan, drop a JPG, PNG, GIF, or PDF onto Scan Receipt or click to browse, then choose Process Receipt. The AI extracts the description, amount, vendor, and date, and places the full transcribed text in the notes for you to check before saving.
  3. 03The meter beside Scan Receipt shows your included AI document and receipt scans used this month (50 on Professional, 250 on Business) and any extra scans billed; extra scans cost $0.35 each on top of your plan. Free and Starter see an Upgrade link instead. Invoice from a document and remittance reading draw on the same allowance.
  4. 04Search by description, vendor, or note, filter by category and date range, and read the Spending Breakdown, Category Breakdown, and Total Spending panels. Each row is marked Manual or Scanned, and the receipt image stays attached.
Reports

Guides and articles

Longer reads on invoicing, cash flow, and getting paid

Practical guides written for freelancers, agencies, and small finance teams. Each one stands on its own.

Legal & policy documents

These official resources define permitted use of the platform and how we respond to abuse:

Privacy PolicyTerms of ServiceAcceptable Use PolicySecurity

Still stuck?

Answers and a human when you need one

The help center covers the most common questions. For anything else, support answers email within one business day.

Visit the help centerContact support