![]() One-click payments make it easier for customers to pay online from their phone or tablet, and over 75% of Square invoices are paid within a day. Square Invoice lets users create and send customized invoices, schedule recurring billing, and track the status of an invoice in real time. Today, a free plan remains and a paid subscription version with more features is also offered. When combined with some of the additional features covered below, we think Square Invoice is one of the best apps for business owners who want to centralize their payment and invoicing needs. In 2014, Square also added a free invoice functionality. Since 2009, Square has become a mainstay for small business owners who need simple and streamlined payment processing. Select: Custom pricing and features, generally for larger companies.Premium: $55 per month for unlimited billable clients.Plus: $30 per month for up to 50 billable clients.Lite: $17 per month for up to five billable clients.You can select one of the following paid plans: The software integrates with over 100 third-party apps, including Gusto and Zoom.įreshBooks offers a 30-day trial, and if it’s a good match for your business. In addition to invoicing, a FreshBooks account also gives users access to time and expense tracking, project management, payments, and reporting. Fortunately, you can still send and review invoices with the FreshBooks mobile app. Invoicing and other services can be accessed via desktop, tablet, or mobile, though some users report that the mobile app lacks some features offered by the desktop version. Clients can make credit card or ACH payments, making it a winning combination for business owners and customers alike. This software also comes with a suite of accounting tools and award-winning customer service.įreshBooks gives users customizable invoices with options for recurring invoicing and auto payment. We chose FreshBooks as the best overall invoicing software because of its value, accessibility, and scalability for business owners, regardless of the size or nature of their business. To add a new payment account, you must do this in the web app.Ĭlick " Save Changes" once you are done editing the invoice.More expensive than basic invoicing software Using the calendar drop down, you will see today's date in blue and a blue circle around the invoice's current date Note: we will not allow you to enter an invoice number that is already in use for this vendor Note: If this invoice has already been sent to your accounting system, you will receive a pop up message alerting you that the changes won't be synced! If you want to edit the invoice, you can click on the pencil icon next to Invoice Details, which takes you to an editing screen. If the invoice is all set, you can click " Approve" at any point and watch your countdown dwindle to zero! Toggle over to see the "Image Uploads", allowing you to see the image and then easily switch your view between the two.Expand on a product to see more details like packaging, or you can also select expand-all to see the details on every product at once.Expand to see payment account, and taxes, delivery, other fees.It gives you a high level view of the invoice, with options to expand for more details: When you click into the invoice itself, you will land on the Invoice Details page. There is a bright orange dot next to any invoice that contains at least one new product or vendor item. Here you will see a list (with a running total) of all invoices awaiting your attention. You can also access this list through the invoices tab in the nav bar. If you have invoices to approve, it will show up here (because we're assuming too that you have the correct user permissions).Ĭlicking in this box will take you straight to the the filtered view of all invoices needing approval. When you log in to the mobile app, you will now see a new box up top called " Your Tasks" There are aspects to this feature, like editing products, that are only available in the web app. For instructions on how to use this feature in the web app, go here: Using Invoice Approval. To access this feature and edit your invoices through Mobile, you must FIRST set up Invoice Approval in the web app. You can specify that every single invoice requires approval, or you can easily set rules to limit the approval requirement to certain vendors or expense categories with charges exceeding certain amounts. If you want tighter control over your invoice process, you can require that invoices be approved in MarginEdge before being sent to your accounting system.
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