Invoices Up

Start your billing day by clearing a month’s work in minutes. Connect Invoices Up to your FreshBooks account, pull in drafts or outstanding invoices, and open the bulk editor to make wide changes at once. Adjust item names, quantities, unit prices, and tax rules in a spreadsheet-style view. Apply a new tax rate across a filtered set, round totals, or swap currencies before you post. Preview totals with the built-in tax calculator, validate changes, and push updates back to FreshBooks instantly. If you manage projects or hourly work, tag lines by project, import time entries, and convert them into accurate billable amounts in a single pass.

Build and send at scale without losing the personal touch. Start with quotes or estimates, then convert approved ones to invoices with one click. Use templates with your logo, terms, and per-client notes. Set recurring schedules for retainers and subscriptions, or generate project bills tied to milestones. Add checkout links for card and wallet payments, accept mobile payments on-site, and log cash or bank transfers when clients pay offline. Customers can review their history and balances in the portal, download PDFs, and pay on the spot. If a card fails, dunning flows notify clients and retry charges. Automated reminders nudge late payers before you step in.

Stay on top of cash flow with a single screen. The dashboard highlights new, due, overdue, and paid invoices, plus average payment time and aging by client. Filter by project, manager, tag, or currency to spot risks and trends. Drill into an invoice’s full history to see what changed and when. Segment your contact database by industry, region, or plan to tailor pricing or taxes. Export clean CSVs of invoices, line items, payments, and clients for your accountant or BI tool. Use multi-currency reporting to reconcile across markets, and keep a tight audit trail for every change.

Close the month with a checklist that takes care of itself. Run a bulk refresh to apply new tax slabs, update prices, or shift discounts, then sync everything to FreshBooks. Generate statements, verify settlements across online channels, and record remaining offline payments. Lock recurring schedules, reminder cadences, and dunning rules so next month starts ready. With consistent templates, precise line-item control, and live sync, your team can move from error-prone manual edits to a reliable invoicing routine that scales as you grow.