Invoices
Create, number, send and print invoices, and record payments and refunds.
- Create an invoicePick the customer, add your items and terms, check the live preview and save a draft. Then issue it when it’s ready to send.
- How invoice numbers work (and using your own)Invoices are numbered INV-0001, INV-0002 and onward automatically, never twice. You can type your own number on any invoice, or switch to your own numbering style.
- Send, share, print or download an invoice as a PDFSend your invoice as a private link by email or text, download a PDF or print it. Your customer sees your logo, payment instructions and the live balance. Download a PDF to keep your own copy.
- Record a payment on an invoiceWhen a customer pays, record it on the invoice. The balance, your books and the customer’s statement update on their own, and a receipt is ready to send.
- Change, void or refund an invoiceDrafts can be edited any time. Issued invoices are locked to keep your books right, so you make a corrected copy, void the old one, or record a refund.
- Sales tax and tax-exempt customersSet a tax rate on any invoice or quote, choose which lines are taxable, and mark customers with an exemption certificate so tax is removed and the certificate is printed.
- Use part numbers and SKUs on invoices and quotesType or scan a part number and the description, unit, price and tax fill in from your products & services. You can also show a Part # column on your documents.
- Turn a quote into an invoiceWhen your customer says yes, one tap creates a new invoice with the quote’s customer and items already filled in.
- Save and reuse invoice and quote templatesSave an invoice or quote you send often as a template, then start new ones from it with the lines, tax, terms and layout already filled in.Pro and Business
- Set up a recurring invoiceRepeat any invoice weekly, monthly, yearly or on your own schedule. Each one gets the next number automatically. Starter includes up to 3 active schedules; Pro and Business are unlimited.Starter, Pro and Business
- Payment reminders and overdue invoicesIntralyn reminds your customers before and after an invoice is due, and shows you what’s overdue on Home. You choose the timing, and on paid plans the wording.
- Change your document design, titles, labels and spacingIn Branding & documents you choose the design, font, paper size and spacing for everything you print and share, and rename titles and labels in your own words, with a live preview.
- Keep your own copies of invoices and documentsOpen any invoice, quote, receipt or document and choose Download PDF. That PDF is your copy. Intralyn keeps the record so you can open, change and download it again, but it doesn’t store copies for you.
Still stuck?
Email admin@intralyn.com and tell us what you were trying to do. We answer Monday–Friday, 9 a.m.–5 p.m. Central, excluding holidays.