Invoicing Made Easy

With Smart Invoice, billing your clients couldn’t be easier. Simply select a client from the dropdown list (or add a new client on-the-fly), enter any combination of line items, including hours, products, expenses, flat rate services and discounts and you’re ready to save or send. You can even preview an invoice before e-mailing it and download a PDF version for your records (or to print and snail mail to your client).

From a single screen, you can access all the features you need to create, send and track detailed invoices.

• Automatically calculate taxes and late fees
• Add attachments to invoices before sending if desired
• Get automatic notification when an e-mailed invoice has been viewed by your client

Customizing Your Invoices

Smart Invoice offers many ways to customize your invoices. Add your logo and choose colors that complement your brand to give your billings a professional look and feel. You can also set a variety of default preferences to automate many elements of your custom invoice design.

• Modify our invoice template CSS if desired, or upload your own custom CSS design
• Use our Domain Mapping capability to send invoices from your Web site instead of ours
• Select our default payment terms or create your own

Setting up Clients

Smart Invoice has built-in contact management features that make it easy to set up and manage your clients. Import client information using a variety of popular software programs and file formats or enter new clients or contacts on-the-fly.

• Import contacts from a variety of formats supported by popular programs like Outlook, Outlook Express and Excel, as well as the vCard standard
• Create tasks, log time and add notes from a contact’s main screen
• Supports multiple contacts per client if desired

Create and Track Estimates

Like invoices, estimates are created in just a few simple steps. And when the work is accepted or complete, a single click transforms an estimate into an invoice that you can modify as needed before sending to your client.

• Add notes such as estimate expiration date or special payment terms
• Get automatic notification when an e-mailed estimate has been viewed by your client
• Tracks outstanding estimates by date for easy follow-up

Easily Accept Credit Cards

Our built-in support for payment services like PayPal, Authorize.net, 2CO and Google Checkout* make it easy to accept online credit card payments. Fast setup means that getting paid instantly for completed work couldn’t be easier.

Smart Invoice automatically tracks payments made through your gateway, verifies receipt, notifies you when payments are made and marks the invoices as paid.

• Helps you get paid faster for completed work
• Set up automatic recurring credit card billings
• Add multiple payment option links to each invoice if desired

*Additional gateway fees from payment processors may apply.

Recurring Invoicing and Billing

For companies that invoice clients a recurring fee for a specific product or service, like Web hosting or monthly retainer fees, Smart Invoice allows you “set it and forget it.” Our recurring invoicing feature automates this process while providing you with monthly and yearly revenue projections from your recurring charges.

If you’ve set up a payment gateway to accept credit card payments, you can even bill your client’s credit card automatically for their recurring invoice amount.

• Assign a single recurring invoicing template to multiple clients
• Control options like start date and frequency of recurrence
• Allow clients to pay by check or use the recurring billing feature to automatically charge their credit cards

Reporting Made Easy

With Smart Invoice, everything you need to know about your account activity is available at-a-glance. From Invoice Summary, you’ll get instant access to all invoices, including draft invoices, open estimates and past due invoices (with on-screen aging). From Sales Reports, you can generate a wide variety of sales, payment and expense reports in seconds.

• Export reports to Excel to create custom views of your Smart Invoice data
• Track billable and non-billable expenses using detailed reports with many options
• Gather valuable business intelligence (BI) around your clients’ payment habits to optimize collections

API Access

The Smart Invoice API allows technology-savvy users and developers to create customized tools and applications that take advantage of Smart Invoice functionality.

Add-on applications that use the API and are already available for Smart Invoice include QuickBooks Integration, Time Tracking & Expense Widget for Mac, iPhone Integration and the Smart Invoice Simple Store.

• Create Web, desktop and mobile applications that integrate with your Smart Invoice account
• Sample code is provided for creating and managing a variety of actions
• All API communication is encrypted over HTTPS

Create Projects & Track Time

Smart Invoice isn’t just an invoicing system. It’s also an easy-to-use project management tool. Set up projects, create tasks and track your time and expenses each step of the way. And when it’s time to invoice your clients, the billing details will already be there!

• Excellent tool for collaborating time and tasks on a multi-person team
• Track hours spent on flat rate projects to monitor profitability
• Time-tracking widget lets you record billable hours without logging in