Invoicing and tax
Invoices that survive an audit
Numbered without gaps, itemised by period, corrected by credit note.
Line items that explain themselves
Each line carries the period it covers and any addons folded into it, so nobody opens a ticket asking what they paid for.
Add funds, credit and refunds
Clients top up their balance ahead of time, credit applies itself on renewal, and refunds go back to the original rail.
Split and merge
Split one invoice in two, or merge several open invoices into a single payable. Both are available to staff and to clients.
Tax rules that follow the client
Configure rules per client and per product, inclusive or exclusive, with a tax report that reconciles against what you actually collected.
Nothing financial is deleted
Refunds and reversals are separate events, and every one leaves a record.
Questions
Invoicing and tax, in detail
Can I change the invoice numbering format?
Yes. The prefix and sequence are configurable, and imported invoices keep their original numbers so your history stays continuous.
Are invoices available as PDFs?
Yes. Every invoice renders to a PDF for download and for email, using your logo and business details.
Does it handle VAT, GST and sales tax?
Yes. Tax rules apply per client and per product, covering VAT, GST and sales tax.
Related capabilities
Try invoicing and tax on your own server
Free up to 25 clients, with the full billing engine.