Invoicing & estimates
How your client views and pays their invoice online
Last Updated: July 16, 2026When you send an invoice by email or by link, your client opens it in a secure web page — no account, no install. They review every detail — line items, taxes, amount due — and download the PDF. Once they’ve paid, you record the payment in InnoBooks. Here’s how it looks from the client’s...
Track your accounts receivable aging
Last Updated: July 16, 2026The Accounts Aging report shows, at a glance, how much your clients owe you and for how long. Outstanding amounts are split into aging buckets — from 0 to 30 days up to over 90 days — so you can spot which follow-ups to make first. Here’s how to read and export it. What you’ll...
Set up recurring invoices
Last Updated: July 16, 2026To bill the same client at a regular interval — a subscription, a monthly retainer, ongoing fees — create a recurring invoice template. InnoBooks then generates the invoice on each due date and can even send it automatically. Here’s how to set up a template and track the invoices it produces. What you’ll need A...
Record a payment on an invoice
Last Updated: July 16, 2026When a client pays an invoice, you record the payment in InnoBooks to keep the balance accurate. The payment is added to the invoice’s Payment section, updates the Total Payment Amount, and moves the invoice from unpaid toward paid. Here’s how. What you’ll need An invoice already created and saved in InnoBooks. The amount actually...
How to create an estimate and get it accepted online
Last Updated: July 16, 2026With InnoBooks, you create an estimate, send it to your client, and they can accept and sign it directly online — no account needed. Once accepted, an estimate converts into an invoice in one click. Here’s how to do it from start to finish. What you’ll need A client saved in InnoBooks (with an email...
How to create and send an invoice
Last Updated: July 16, 2026In InnoBooks, creating an invoice takes just a few minutes: pick the client, add your items or services with GST and QST, then send it by email or secure link. You can then record the payments you receive against it. Here’s the full walkthrough. What you’ll need A client already saved in InnoBooks (with an...