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Tag: automation

The Benefits of Automation for Small Businesses

In business, automation is generally understood to be the use of technology to complete tasks and processes that would usually be done manually by you or your team. There are many examples of automation that we come across in our daily lives, from confirmation of purchase emails from e-commerce stores to hotel chain discount vouchers […]

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Additional Users Activity Notification Settings

Enterprise Ninja

As part of the Invoice Ninja Enterprise plan you can create additional account users, set permissions of what additional account users can view/create/edit, and receive notifications for actions taken by users!

​Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Client-Portal & Vendor Document Upload

Enterprise Ninja

Allow your clients & vendors to upload documents in their client/vendor-side portal to keep all agreements organized and accessible!​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Additional Users & Set Permissions

Enterprise Ninja

As part of the Invoice Ninja Enterprise plan you can create additional account users, set permissions of what additional account users can view/create/edit, and receive notifications for actions taken by users!

Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)

Create a Free Account!

Banking Integration

Enterprise Ninja

We understands that automating transaction imports are a huge asset when it comes to getting paid and staying organized.

Invoice Ninja has partnered with Yodlee, a specialist provider of secure bank data connections, to offer bank, credit cards, and PayPal transaction data syncing.

  • Import Bank & Card Transactions
  • Match Deposits to [Multiple] Invoices
  • Match Withdrawals/Expenses to Vendors
  • Enable “Autosync” download transactions

 

​Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Custom Domain "Billing.YourCompany.com"

Enterprise Ninja

Looking for a fully branded experience?

The Invoice Ninja Enterprise Plan allows you to create a custom URL “Invoicing.YourCompany.com” for your clients portal to view & pay invoices online!

​Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Attach 3rd Party Files to Invoices & Expenses

Enterprise Ninja

The Invoice Ninja Enterprise Plan allows you to attach proposal files, agreements, design work files, all types of documents to your invoices & client-side portal!

Upload & attach .doc, .ppt, xls, .jpg, .png, .pdf files, and more, all together with your client’s invoices & client-side portal!

Files can be attached to your company for all clients to see, attached individually per client, or attached individually per invoice &/or expense!

Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)

Create a Free Account!

Custom Client-Portal Subdomain

Ninja Pro Features

Customize your client portal URL to match your branding YourBrand.Invoicing.co

Build trust by showing your branding when clients click to view their invoices & client-side portal online!​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Storefront Functionality

Ninja Pro Features

Enable third-party apps to create invoices within your account.

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Automated Workflow

Ninja Pro Features

Use the power of Zapier, Make, Pabbly, Integrately to integrate with Invoice Ninja with hundreds of apps to automate workflow!

With Zapier you can integrate your Invoice Ninja with thousands of other apps. and streamline your cross-app workflow with smooth automated functions.

With Make you can connect Invoice Ninja to your favorite apps & services. Just create a scenario that will watch for new data being created in a specified app and it will automatically trigger actions in Invoice Ninja, or vice-versa!

See all automations here!

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Custom Reminder Emails

Ninja Pro Features

The Invoice Ninja Pro Plan allows you to create custom email reminders based on the invoice date or invoice due date. Define date parameters to remind your clients before or after invoices are due to ensure you GET PAID!

Set “First, Second, Third” or “Endless” reminders to ensure invoices are not overlooked and you get paid faster!

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Custom Invoice Email Design

Ninja Pro Features

Email our great looking invoice emails by using existing “Light”, “Dark”, or “Plain” invoice email design templates, or create your own!

Invoice emails are 100% customizable! Use dozens of available variable options to ensure your emails are customized per client with custom values!

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Set​ a ‘BCC’ Address for Invoice & Quote Emails

Ninja Pro Features

Do you need others in your company to get notified that invoices were sent out, but don’t need everyone to see? ​Include additional company members for email “BCC” notifications when invoice emails are sent to clients.

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Custom Invoice & Quote Number Sequencing

Ninja Pro Features

The Invoice Ninja Pro Plans allows you to create custom invoice number sequencing for invoices, quotations, payments, and clients by using dozens of available dynamic variables provided in your account!

Custom number sequencing, include date formatting, custom client ID’s, more!​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Automatic Late Fees on Unpaid Invoices

Ninja Pro Features

Looking to motivate clients to pay on-time? Set up invoice late fees that apply automatically when invoices pass their due dates. You can set up late fees as a percentage % of the invoice or as a flat $$$ value. 

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Reports, Accounts Aging & Client Statements

Ninja Pro Features

The Invoice Ninja Pro & Enterprise Plans offer extremely robust reporting options:

  • Client Reports
  • Contact Reports
  • Document Reports
  • Invoice Reports
  • Invoice Items Reports
  • Payments Reports
  • Product Library Reports
  • Profit & Loss (P&L) Reports
  • Tasks Reports
  • Transactions Reports


Each report’s data can be grouped in various methods with custom date parameters defined. Reports can then be exported as a CSV file for further review/use.

​Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Enable Invoice Approval Checkbox or Client Signature

Ninja Pro Features

Ensure that you document client agreements! With the Invoice Ninja Pro & Enterprise plans you can require an “Approve Terms of Business” checkbox or enable an e-signature in order for your clients to approve quotations or access to the payment page from invoices.

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Customize Email Subjects & Body Text

Ninja Pro Features

Ensure that your emails are opened! The Invoice Ninja Pro & Enterprise Plans allow you to create custom email subject lines & body templates for every aspect of your account: 

  • Invoice emails
  • Payment emails
  • Partial Payment emails
  • First, Second, Third Reminder Invoice Due emails
  • Custom emails!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Fully Customizable Invoice Template Designs

Ninja Pro Features

Pro & Enterprise Accounts have 11 invoice template designs to start with! You can then create custom designs based on any template giving you true creative freedom!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Attach Invoice & Quotations PDFs to Emails

Ninja Pro Features

Many clients want their invoice PDF with the first email! Enable attaching quotation & invoice PDF’s to all client emails sent out!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Client Subscriptions: Recurring & Auto-Billing

Ninja Pro Features

Create Client Subscriptions: Recurring & Auto-Billing Subscriptions.

 

​Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create "Client Groups" Workflow Settings

Ninja Pro Features

Show different company logos & contact details to different client groups, configure different payment terms to different client groups, use different languages to different client groups, many use cases!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Send Invoices & Quotes via Gmail & MSN Accounts

Ninja Pro Features

You can email invoices, quotes, & payment reminders via your Gmail or MSN accounts! This ensures that your clients experience a truly branded experience and see your company name only!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Custom Fields & Invoice Designs

Ninja Pro Features

Create custom fields on your quotes & invoices!

  • Single line of text
  • Calendar date-selector
  • Paragraphs of text
  • Drop-down options selector

Up to 4 custom fields per section: Client fields, Product table columns, Invoice data, more! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Link Multiple Companies (x10) with 1 Login

Ninja Pro Features

Interlink up to 10 companies! With 1 log-in you can access your accounts and move between companies with 1-click!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Live .PDF Invoice Preview

Forever Free

View your invoice PDF’s as they are created in real-time! Ensure that everything looks amazing before emailing them out for payment!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Overpayment & Underpayment Settings

Forever Free

Enable ability to overpay/underpay an invoice.

“Underpaying”: Set a minimum amount that you will accept and your clients can underpay an invoice with an amount they choose, within your defined minimum limit.

“Overpaying” allows clients to send a tip!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Localization of Language & Currency Settings

Forever Free

Invoice Ninja supports dozens of languages, currencies, time & date formatting options, and much more.

You can can also customize any labels/wording used within your account. Examples of common changes are “Invoice” to read “Tax Invoice” and “Quotation” to read “proforma”. You can customize everything within your account!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Vendor Purchase Orders

Forever Free

Create Purchase Orders to email out to your Vendors. When PO’s are approved they are then be converted into Expenses! Expenses can be rebilled to  clients or used to run reports!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Kanban Boards to Manage Projects

Forever Free

A Kanban board is a project management tool which provides a visualization of single or multiple tasks & workflows. It’s a tool based on a work philosophy originating in Japan which emphasizes focus on one particular task at a time over a multitask approach, as well as the benefits of collaboration.

Kanban boards are designed to make planning, managing, and completing tasks easier thanks to a visual overview of the entire work process. You get to see what needs to be done, when it needs to be done, who needs to do it, and how much is left to do, all on one color-coded board.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Multiple Contacts Per Client

Forever Free

When quoting or invoicing your client, you may need to include multiple contacts to receive your quotes & invoices. Sales, billing, management teams? You can create multiple contacts per client to ensure all emails sent are seen by the correct people to get you paid!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Custom Payment Instructions

Forever Free

If you don’t wish to integrate with our existing payment gateway integrations for online payments, you can create custom instructions for your clients to see! The most common is providing bank details/wire instructions.
 
-Navigate to Settings>Online Payments, click “Configure Gateways”
-Click the “+” and select “Custom” under the option of providers.
-You can then put into place instructions for your clients.
 
With this option, when your clients click “Pay Now” on the invoice, your custom payment instructions will pop-up!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 
Create a Free Account!

Enabling/Disabling Nav Modules

Forever Free

Add or remove “modules” from your account navigation & client-side portal. 

  • Invoices
  • Recurring Invoices
  • Quotes
  • Credits
  • Projects
  • Tasks
  • Vendors
  • Purchase Orders
  • Expenses
  • Recurring Expenses
  • Bank Transactions

Only add those modules to the navigation that you’re using, to increase efficiency and streamline your account navigation!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Taxes per Invoice Total or per Invoice Line-Item

Forever Free

Powerful tax settings.

  • Create up to 3 separate tax rates per invoice total.
  • Create up to 3 separate tax rates per individual invoice line-item!

You may have line-items (services or products) that are tax exempt, others that require taxation. You can create multiple tax situations per client or invoice! 

Invoice Ninja also supports creating inclusive & exclusive taxes per client as needed

  • Exclusive taxation: $100 + 10% = $110
  • Inclusive taxation: $100 + 10% = $100 ($90.91 + tax $9.09)

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Enable/Disable Recurring When Cloning

Forever Free

Save time by cloning invoices within a client, or clone an existing invoice to a new client! You may wish to clone a invoice from one client to another and set up the new invoice as recurring with auto-billing, or vice versa! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Setup Automatic Credit Card Gateway Fees

Forever Free

You may wish to pass along your credit processing fee to your clients if they pay by credit card, or simply to encourage your clients to pay by ACH bank transfer! Set up automatic fees at your discretion or enable the fee to auto-match your gateway fee!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Bulk Emailing Invoices & Quotations

Forever Free

If you wish to semi-automate emailing out invoices & quotes to your clients, utilize the bulk send feature! Simply select all the invoices & quotes and click “Send” and your account will automatically que them up to go out! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Multiple Currencies & Languages

Forever Free

Invoice Ninja supports dozens of languages & currencies!

You can set different languages & currencies per client! Is your account in English, but it would be nice if your French speaking clients saw their client portal in French or Spanish speaking clients seeing payment instructions in Spanish? We have you covered!

Languages and currencies can be set per individual client!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Importing Expenses & Vendors

Forever Free

Keep all records up to date & run accurate reports by importing Expenses. Expense importing can be done manually anytime, or you can automate it with our new banking Yodleee integration!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Item & Product Library System

Forever Free

Why waste time typing? Create product & services in your Product Library! When creating invoices simple click from the line-item selector to quickly populate invoices and email them out!

Your product library also works (optionally) together with the Inventory feature! You can define the # of inventory stock available and when creating invoices the product library will reduce inventory levels and notify when you’re running low!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Alerts When Client Views & Pays Invoices

Forever Free

Want to know when your client clicks to view their invoice?

Set up notifications when clients view quotes, invoices, make payments, and also if a clients payment fails. 

If you have additional account users, you can also be notified when your User are creating and sending out quotes & invoices! 

Many notification options to keep you informed of all actions taking place within your account!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Projects, Tasks & Track Time

Forever Free

Task time-tracking allows you to accurately record every second spent on each individual task and quickly transfer timed data to the relevant invoice.

When you’re done with a task or series of tasks within a project, simply click and send your work-time to an invoice with 1-click!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Accept Deposits & Partial Payments

Forever Free

Do you require a deposit or down-payment from clients to commence your work?

Set partial payments/deposits with unique due dates for partial payments/deposits! After your client pays the partial payment the invoice will automatically update itself with the balance due and set the new final invoice due date.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Approved Quotes Auto-Convert to Payable Invoices

Forever Free

Automate your workflow! When you email out quotations to your clients, they can “Click to Approve” the quotation which then converts the quote into a payable invoice!

Invoices can then be paid online with 1-click, and your account documents all steps!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Client-Side Portal & Invoices/Payments History

Forever Free

Every action your clients take is recorded and viewed into their client-side portal. 

Invoices, quotes, payments and more are tracked.

Uploaded documents, payment methods, client-profile – everything is accessible and recorded to ensure a smooth experience for you & your clients!

Your clients also have dynamic functionality to run their balance statements with custom date & data parameters!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Recurring Invoicing & Auto-Billing Clients

Forever Free

If you have clients that need to be billed again & again on a fixed schedule (weekly, monthly, etc…), Invoice Ninja offers auto-billing via the world’s favorite payment gateways:

  • Stripe
  • WePay
  • Braintree
  • Authorize.net​​
  • Mollie
  • GoCardless
  • Square
  • Eway Rapid
  • PayFast
  • Checkout.com
  • Paytrace
  • Forte

Auto-billing (AKA “token billing”) is a feature that enables the payments system to capture your clients’ credit card details and store them for billing at a future date. Token billing enables auto-billing, which means future invoices can be issued automatically. Invoice Ninja integrates seamlessly so you can enjoy all the advantages of token billing via your Invoice Ninja account.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Track Inventory Levels

Forever Free

The inventory management feature works together with your “product library”!

Set inventory stock within your product library with threshold notifications. When you create invoices and populate invoice line-items, the inventory stock levels will reduce automatically! When your stock runs low the system will email you a notification reminder to stock up!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Invoice Template Designs

Forever Free

Beautiful well formatted invoices are critical to show clients that you mean business!

Invoice Ninja offers 11 invoice template designs. Free users have 4 free invoice templates, Pro & Enterprise user have all 11 invoice template designs.

Each invoice template can be customized with your company logo, colors scheme to match your brand, and detailed formatting customizations are also offered!

Give your clients a truly branded experience with your company by customizing your invoice templates to match your company branding! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Online Payment Gateways

Forever Free

Integrating your Invoice Ninja account with a payment gateway allows clients to pay their invoices with 1-click! 

The payment gateway processes the transaction in the background while your client never leave their Invoice Ninja client-side portal. Seamless! 

Integrate your invoices with: 

  • Stripe Payments
  • WePay Payments
  • PayPal Payments
  • Checkout.com Payments
  • Braintree Payments
  • PayFast Invoice Payments
  • Authorize.net Payments
  • Square Payments
  • Mollie Invoice Payments
  • Many more!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Upload your Company Logo

Forever Free

Providing your clients a branded experience is critical for professionalism and building trust. Upload your company logo to your preferred invoice template design.

All accounts, Free & Pro/Enterprise, are able to upload logos an customize their invoice colors to match their logo & company brand theme.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create & Email Invoices & Quotes in Real-Time

Forever Free

Real-time PDF preview creation shows your invoice review as you build it in real-time. Utilize the product library to quickly populate invoices with 1-click, view the invoice .PDF preview to ensure everything looks awesome, and send it out!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Dynamic Dashboard Data

Forever Free

View revenue, invoices sent, recent activity data. Track upcoming invoices, invoices past due, and more!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!