Automated Invoicing Software

Billed automates three parts of invoicing: creating recurring invoices on a schedule, calculating taxes from your saved settings, and sending the payment reminders you set up on an invoice. You still decide what goes on each invoice, and for each recurring profile you choose whether invoices go out on their own or wait as drafts for you to check.

Billed's invoice software page says: "For clients you bill on a schedule, set up a recurring profile once." It goes on: "Choose the billing frequency (daily, weekly, monthly or yearly) and how many invoices to send, or keep sending until you stop." and "Billed creates the invoices automatically and either sends them or saves them as drafts for you to check."

Billed's recurring invoices page says: "Invoices are created automatically and sent to your customers according to your settings." It also lists: "Choose how many invoices you want to send or send invoices indefinitely." and "Auto send invoices or save them as draft to recheck and send later."

Billed's invoice software page says: "Save your tax rates and settings once, and Billed calculates taxes automatically when you create invoices and estimates." Billed's help article on items and services says: "This tax will be automatically added to the invoices and estimates where you use this item or service."

The invoice software page also says you can "save the products and services you sell so you can pull them into an invoice instead of retyping them." Billed's help article on creating an invoice says you add a saved item this way: "Add them to invoices by writing the item's name and selecting it to autofill the entire section." For a charge you haven't saved, the same article says to add a line item and "fill this section to charge against new items and services."

Billed's help article on payment reminders says: "This option enables the billed users to send payment reminders automatically to their clients." It also says: "You can set a schedule of payment reminders before and after the invoice's due date." and "You can send up to three reminders."

Billed's invoice software page says: "Payment reminders can be customized."

For time you've tracked, Billed's help center says: "Billed allows you to generate invoices against billable time log entries." For an estimate the client has approved, Billed's invoice software page describes how you "convert an approved estimate into an invoice", and Billed's help article on converting estimates says: "You can add and edit any information here."

For costs you paid for a client, the help article on creating an invoice says: "If there are any unbilled expenses of a particular client, you can add these expenses to the client's next invoice. The expense will appear as a line item in the invoice."

These are sample figures, and the 6% tax rate is a sample too; ask your accountant which taxes apply to your work. A bookkeeper bills a client 600.00 a month. The bookkeeper sets up a monthly recurring profile for 12 invoices, set to send automatically, with the 6% rate saved in the tax settings.

Each invoice comes to 600.00 + 600.00 × 6% = 600.00 + 36.00 = 636.00, and the 12 invoices total 12 × 636.00 = 7,632.00. On each invoice the bookkeeper sets three payment reminders: 3 days before the due date, and 3 and 10 days after it.

Billed's invoice software page says: "You can customize the emails Billed sends to match your business voice, or set up your own SMTP settings so they come from your own email account."

On payments, the same page says: "Connect your Stripe account and every invoice you send gets a pay button, so clients can pay by card." It also says: "Connect PayPal to add a PayPal option as well." For checks or cash: "When a client pays by check or cash, record it as an offline payment so all your income is in one place." And after the payment: "After a client pays, you can send them a payment receipt." For invoices that aren't paid yet: "Invoice reports show which invoices are paid, partially paid or past due, and you can see who owes you money and send them a payment reminder."