Invoices & estimates

Create, send, edit and track invoices and estimates, including recurring invoices.

• Create an invoiceStart a draft, add your customer and line items, and see how BillingMart works out the totals before you send.
• Custom fields on invoices and estimatesAdd your own details, such as a job address or a policy number, to invoices and estimates, and learn which ones print and which block a send.
• Send an invoiceWhat Save and send does, who gets the email, what happens when the customer's email is not confirmed, and what counts as a send.
• Change, void or delete an invoiceWhat you can edit on a draft and on a sent invoice, how to void one, why a paid invoice refuses, and what deleting means.
• Credit notes and adjustmentsLower what a customer owes with a credit note, close a balance you will not collect with a write-off, and see how each shows on the invoice.
• Create, send and convert an estimateWrite an estimate, send it for your customer to accept or decline in their portal, and turn an accepted one into a draft invoice.
• Recurring invoicesSet up a schedule that creates and sends the same invoice on a repeating date, and learn what repeats unchanged and what happens at your sending limit.
• Installment plansSplit one total across a set number of invoices that go out on a schedule, and see how the shares are worked out and what your plan must include.
• Payment remindersHow automatic reminders before, on and after the due date work, how to change the cadence, send one by hand or pause one invoice, and what stops them.
• What counts as a sendWhich actions use up your monthly sends, which never do, and what still works when you reach your limit.
• Invoice PDFs and languagesGet an invoice as a PDF, choose the language your customer sees, and learn which of the 13 languages are translated and which scripts the PDF cannot print yet.
• Templates, logo and coloursHow invoice templates, the pay page theme, your logo and your colours work, where each one shows up, and why nothing goes live until a person publishes it.