Invoicing and tax
Invoices that survive an audit
An invoice is a legal document, not a receipt email. Numbered without gaps, itemised with the billing period, exportable as a PDF, and corrected through credit notes rather than by editing history.
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.
Partial payments, credit and refunds
Take part of an invoice now and the rest later, hold credit that applies itself on the next renewal, and refund 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.
Reminders that stop when they should
Overdue reminders cancel themselves when the invoice is paid, the service is cancelled, or the renewal is no longer owed.
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?
Tax is configured as rules applied per client and per product, which covers VAT, GST and sales tax. Country-specific e-invoicing clearance is not shipped.
Related capabilities
Try invoicing and tax on your own server
The free plan covers up to 25 clients with the full billing engine. Run it on a spare server and see whether it fits.
Free up to 25 clientsNo card requiredYour server, your data