Invoice automation
Invoices are drafted from the work you already track, and reminders chase what’s still owed.
| Customer | Bookings | Amount | Status |
|---|---|---|---|
| Bluefinch Dental | 12 | $1,850.00 | Ready |
| Quillmoor Academy | 31 | $4,120.00 | Ready |
| Kestrel Property | 8 | $960.00 | Ready |
| Larkbell Care | 15 | $2,240.00 | Ready |
| Alder & Finch | 0 | $0.00 | No bookings |
Create draftsFeatures
Invoicing apps expect you to type it all in. Yours starts from the records you already keep.
Bookings, jobs or hours, from your own system or a spreadsheet.
One draft per customer, with the right lines and amounts.
Check the preview, then approve in Xero as you do today.
Clients pay by card through Stripe, and the invoice is marked paid.
Your Google Docs template, filled in and sent as a PDF from Gmail.
October bookings
Pay by card
Page 1 of 1
See what’s owed and overdue at a glance, with email and text reminders before and after the due date.
| Customer | Invoice | Due | Status | Amount |
|---|---|---|---|---|
| Bluefinch Dental | 0412 | Oct 31 | Paid | $1,850 |
| Quillmoor Academy | 0413 | Oct 31 | Due | $4,120 |
| Kestrel Property | 0398 | Oct 15 | Overdue | $960 |
| Larkbell Care | 0401 | Oct 20 | Paid | $2,240 |
Customer story · Higher education, North America
The whole booking cycle used to run on one spreadsheet.
Works with
Plus 10,000+ more apps. Browse the app directory
FAQ
Plans start at $30 a month, after a Free trial. Your Xero or QuickBooks subscription stays as it is. See pricing
You can start the day you sign up. Connect Xero, try a first invoice run on your real records, then switch it on.
No. Invoices are drafted in your current Xero, QuickBooks or FreshBooks account.
Yes. Records can come from your own system, a spreadsheet or any app you connect in Integrations.
