Create, send and track invoices online

Invoicing that takes minutes, not an afternoon

Most people who send invoices did not start a business to do paperwork. You want to finish the job, send a bill that looks professional and get paid. BooksBat keeps that whole loop in one place: your business details, your customers, your products and services, your invoices and the payments that come back. And because BooksBat is small business accounting, not just an invoicing app, every invoice and payment also lands in your books.

You fill in a short form, pick a client and add line items. BooksBat does the math, numbers the invoice for you and lays it out in one of 8 professional designs with your logo and brand color. Send it by email and your client gets the PDF attached plus a link to a mobile friendly page where they can view the invoice, download it and pay online if you have connected a payment provider such as Stripe or PayPal.

Statuses and a timeline you can trust

An invoice moves through clear statuses so you never have to guess. It starts as a draft, becomes sent when you email it and viewed when your client opens the public page. If the client pays part of it, it shows as partially paid, and once the balance reaches zero it is paid. If the due date passes with money still owed, it becomes overdue. You can also void an invoice you no longer want to collect.

Behind each status is a full timeline: when the invoice was created, sent, viewed, reminded and paid. When a client says they never got it, you can see exactly what happened and when.

Less chasing, more getting paid

Sending the invoice is only half the job. BooksBat helps with the other half:

• Online payments through your own Stripe, PayPal, Square, Razorpay, Mollie, GoCardless or Lemon Squeezy account, set up in Settings > Payments. See online payments.
• Bank transfer details on the invoice when no payment provider is connected, so clients always know how to pay.
• Automatic payment reminders before, on and after the due date, which stop as soon as the invoice is paid. See payment reminders.
• Recurring invoices for retainers and regular work, sent on a schedule. See recurring invoices.

Start from a quote, or from your notes

If you quote before you bill, send a quote or estimate first. When your client accepts it online, it turns into an invoice with one click, or automatically if you prefer.

Have the job details in an email or a list of notes? Paste the text and let AI invoice drafting build a draft invoice for you to check and send. It uses AI credits.

Invoices that keep your books for you

In an invoicing only app, every invoice has to be typed again into accounting software later. In BooksBat it is already there. Sending an invoice records the sale in accounts receivable and the matching income and tax accounts. A payment, online or by hand, clears the balance and moves the money into your bank or a clearing account for your payment provider, with any provider fee posted as a bank charge.

So when you open your financial reports, the profit and loss and balance sheet already include every invoice. When you import your bank statement, customer payments match in a click. And your expenses and bills sit in the same ledger. See bookkeeping for the full picture.