Create invoice
Add products and services, taxes, shipping, customer credits and attachments, then save, send or download.
Step-by-step lesson in the AcademyBookkeeping and banking
Sales and getting paid
Expenses and payables
Inventory and fixed assets
Reports and closing
Control and scale
23 modules · one set of books
AI agents that book, reconcile and close.
See all features → Every module and screen → Bookkeeper sign in →Invoices, proposals, checkout, payments, customers and sales tax.
Add products and services, taxes, shipping, customer credits and attachments, then save, send or download.
Step-by-step lesson in the AcademyFind, filter, send reminders, duplicate, refund, process returns, resend payment links and view an invoice as your customer sees it.
Step-by-step lesson in the AcademySet invoice numbering and choose among the invoice email formats.
Step-by-step lesson in the AcademyBill a retainer up front and apply it to later invoices.
Step-by-step lesson in the AcademyCreate recurring invoices that generate and email on a daily, weekly, monthly or yearly schedule.
Step-by-step lesson in the AcademyBuild a proposal, send a secure approval link, let the customer approve or decline, then convert it to a one-time, recurring or progressive invoice.
Step-by-step lesson in the AcademyCreate reusable payment pages with one or more items, share them as a link or QR code, take payments on the spot and track collections.
Step-by-step lesson in the AcademyConnect Stripe from fiscal50, wait for verification, map Stripe balance and fees, and view payouts.
Step-by-step lesson in the AcademyRecord full, partial and multiple-invoice payments with discounts, withholding, overpayments and other payments.
Step-by-step lesson in the AcademyAdd customers and use each customer’s dashboard, ledger, timeline, statements and advances.
Step-by-step lesson in the AcademyMaintain the list of products and services you sell.
Step-by-step lesson in the AcademyCreate the sales tax rates you charge and assign them to items and invoices.
Step-by-step lesson in the AcademyTrack revenue, pending invoices, credits and amounts due.
Step-by-step lesson in the AcademyStart a free month of Starter and follow along with the guides.
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