Invoicing Features

Everything your customers need to invoice

Payment tracking, recurring invoices, email delivery, professional templates. All the features your customers expect from modern invoicing.

DOCUMENTS

Document Management

Create, manage, and track invoices, estimates, and credit notes.

Multiple Document Types

Invoices, estimates, credit notes, advance invoices. Consistent workflows across all document types.

Draft & Finalize

Create drafts, preview, edit. Finalize when ready. Documents lock after finalization to prevent accidental changes.

Custom Numbering

Flexible invoice number formats. Sequential by year, by entity, or custom patterns like INV-2024-001.

Line Items & Discounts

Products, services, percentage or fixed discounts. Multi-rate taxes per line. Automatic calculations.

Saved Items & Customers

Reusable product catalog and customer database. Auto-populate invoices. Two-way sync via API.

Notes & Attachments

Add notes, payment terms, custom footer text. Attach files to invoices.

PAYMENTS

Payments & Tracking

Track payment status, send reminders, and manage overdue invoices.

Payment Tracking

Mark invoices as paid, partially paid, or open. Record payment date, method, and reference.

Payment Reminders

Send automatic reminders for overdue invoices. Configurable intervals: 7, 14, 30 days.

Overdue Detection

Automatic overdue status based on due date. Filter and report on unpaid invoices.

Partial Payments

Record multiple payments against a single invoice. Track remaining balance automatically.

Credit Application

Apply credit notes to outstanding invoices. Automatic balance recalculation.

Payment Webhooks

Get notified when payments are recorded. Integrate with your payment processing workflow.

RECURRING

Recurring Invoices

Automate subscription and retainer billing with recurring invoices.

Flexible Schedules

Daily, weekly, monthly, quarterly, or yearly. Set start date and number of occurrences.

Auto-Generate

Invoices created automatically on schedule. No manual intervention required.

Draft or Final

Generate as drafts for review, or finalize automatically. Your choice per recurrence.

Auto-Send

Optionally send invoices automatically when generated. Set it and forget it.

Smart Date Handling

Automatic service period calculation. Previous month, current month, or custom ranges.

Pause & Resume

Temporarily pause recurring invoices. Resume when ready without losing configuration.

DELIVERY

Delivery & Sharing

Send invoices by email or share via link. Professional delivery options.

Email Delivery

Send invoices directly to customers. PDF attachment or link to online invoice.

Custom Sender Domain

Send from your domain (invoices@yourcompany.com). Each entity can have their own sender.

Email Templates

Customizable subject and body. Variables: {invoice_number}, {customer_name}, {total}, {due_date}.

Public Links

Generate shareable links. Customers view invoices without login. Revoke access anytime.

PDF Download

Professional PDF output. Multiple templates. Print-ready quality.

Delivery Tracking

Know when invoices are sent. Track via activity log.

TEMPLATES

Templates & Branding

Professional invoice templates with full customization.

Multiple Templates

Modern, classic, minimal styles. Choose per entity or per invoice.

Logo & Signature

Upload company logo and signature image. Positioned automatically.

Custom Colors

Set primary accent color to match your brand. Applied throughout the template.

Custom Text

Default notes, footer, payment terms. Pre-populate on every invoice.

Multi-Language

Multiple languages. Switch language per invoice. Locale-aware number and date formatting.

QR Codes

Payment QR codes for supported countries. Automatic generation on PDF.

INTEGRATION

Integration & Automation

Connect invoicing to your existing workflows.

Webhooks

Real-time notifications for invoice events: created, finalized, paid, overdue.

Customer Sync

Sync customers between your system and Space Invoices. Create, update, delete via API.

Product Catalog Sync

Keep product/service catalog in sync. Pricing, tax rates, descriptions.

Magic Links (SSO)

Generate login links for your users. No separate authentication required.

Activity Log

Full audit trail. Track who did what and when. Filter by resource or action.

Bulk Operations

Export invoices to Excel/CSV. Bulk PDF generation. Date range filtering.

Ready to build compliant invoicing?

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