Effectively managing client expectations is fundamental to successful freelancer-client relationships, not just for short-term projects but for longer-duration relationships and retainer client arrangements. Knowing where both parties stand, what to expect (and when), and communicating this clearly adds to a harmonious freelancer-client dynamic and builds trust so both client and freelancer can flourish and prosper. […]
© Invoice Ninja
As part of the Invoice Ninja Enterprise plan you can create additional account users, set permissions of what additional account users can view/create/edit, and receive notifications for actions taken by users!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Allow your clients & vendors to upload documents in their client/vendor-side portal to keep all agreements organized and accessible!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
As part of the Invoice Ninja Enterprise plan you can create additional account users, set permissions of what additional account users can view/create/edit, and receive notifications for actions taken by users!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
We understands that automating transaction imports are a huge asset when it comes to getting paid and staying organized.
Invoice Ninja has partnered with Yodlee, a specialist provider of secure bank data connections, to offer bank, credit cards, and PayPal transaction data syncing.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Looking for a fully branded experience?
The Invoice Ninja Enterprise Plan allows you to create a custom URL “Invoicing.YourCompany.com” for your clients portal to view & pay invoices online!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
The Invoice Ninja Enterprise Plan allows you to attach proposal files, agreements, design work files, all types of documents to your invoices & client-side portal!
Upload & attach .doc, .ppt, xls, .jpg, .png, .pdf files, and more, all together with your client’s invoices & client-side portal!
Files can be attached to your company for all clients to see, attached individually per client, or attached individually per invoice &/or expense!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Customize your client portal URL to match your branding YourBrand.Invoicing.co
Build trust by showing your branding when clients click to view their invoices & client-side portal online!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Use the power of Zapier, Make, Pabbly, Integrately to integrate with Invoice Ninja with hundreds of apps to automate workflow!
With Zapier you can integrate your Invoice Ninja with thousands of other apps. and streamline your cross-app workflow with smooth automated functions.
With Make you can connect Invoice Ninja to your favorite apps & services. Just create a scenario that will watch for new data being created in a specified app and it will automatically trigger actions in Invoice Ninja, or vice-versa!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
The Invoice Ninja Pro Plan allows you to create custom email reminders based on the invoice date or invoice due date. Define date parameters to remind your clients before or after invoices are due to ensure you GET PAID!
Set “First, Second, Third” or “Endless” reminders to ensure invoices are not overlooked and you get paid faster!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Email our great looking invoice emails by using existing “Light”, “Dark”, or “Plain” invoice email design templates, or create your own!
Invoice emails are 100% customizable! Use dozens of available variable options to ensure your emails are customized per client with custom values!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Do you need others in your company to get notified that invoices were sent out, but don’t need everyone to see? Include additional company members for email “BCC” notifications when invoice emails are sent to clients.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
The Invoice Ninja Pro Plans allows you to create custom invoice number sequencing for invoices, quotations, payments, and clients by using dozens of available dynamic variables provided in your account!
Custom number sequencing, include date formatting, custom client ID’s, more!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Looking to motivate clients to pay on-time? Set up invoice late fees that apply automatically when invoices pass their due dates. You can set up late fees as a percentage % of the invoice or as a flat $$$ value.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
The Invoice Ninja Pro & Enterprise Plans offer extremely robust reporting options:
Each report’s data can be grouped in various methods with custom date parameters defined. Reports can then be exported as a CSV file for further review/use.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Ensure that you document client agreements! With the Invoice Ninja Pro & Enterprise plans you can require an “Approve Terms of Business” checkbox or enable an e-signature in order for your clients to approve quotations or access to the payment page from invoices.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Ensure that your emails are opened! The Invoice Ninja Pro & Enterprise Plans allow you to create custom email subject lines & body templates for every aspect of your account:
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Pro & Enterprise Accounts have 11 invoice template designs to start with! You can then create custom designs based on any template giving you true creative freedom!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Many clients want their invoice PDF with the first email! Enable attaching quotation & invoice PDF’s to all client emails sent out!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Create Client Subscriptions: Recurring & Auto-Billing Subscriptions.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Show different company logos & contact details to different client groups, configure different payment terms to different client groups, use different languages to different client groups, many use cases!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
You can email invoices, quotes, & payment reminders via your Gmail or MSN accounts! This ensures that your clients experience a truly branded experience and see your company name only!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Create custom fields on your quotes & invoices!
Up to 4 custom fields per section: Client fields, Product table columns, Invoice data, more!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Interlink up to 10 companies! With 1 log-in you can access your accounts and move between companies with 1-click!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
View your invoice PDF’s as they are created in real-time! Ensure that everything looks amazing before emailing them out for payment!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Enable ability to overpay/underpay an invoice.
“Underpaying”: Set a minimum amount that you will accept and your clients can underpay an invoice with an amount they choose, within your defined minimum limit.
“Overpaying” allows clients to send a tip!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Invoice Ninja supports dozens of languages, currencies, time & date formatting options, and much more.
You can can also customize any labels/wording used within your account. Examples of common changes are “Invoice” to read “Tax Invoice” and “Quotation” to read “proforma”. You can customize everything within your account!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Create Purchase Orders to email out to your Vendors. When PO’s are approved they are then be converted into Expenses! Expenses can be rebilled to clients or used to run reports!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
A Kanban board is a project management tool which provides a visualization of single or multiple tasks & workflows. It’s a tool based on a work philosophy originating in Japan which emphasizes focus on one particular task at a time over a multitask approach, as well as the benefits of collaboration.
Kanban boards are designed to make planning, managing, and completing tasks easier thanks to a visual overview of the entire work process. You get to see what needs to be done, when it needs to be done, who needs to do it, and how much is left to do, all on one color-coded board.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
When quoting or invoicing your client, you may need to include multiple contacts to receive your quotes & invoices. Sales, billing, management teams? You can create multiple contacts per client to ensure all emails sent are seen by the correct people to get you paid!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Add or remove “modules” from your account navigation & client-side portal.
Only add those modules to the navigation that you’re using, to increase efficiency and streamline your account navigation!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Powerful tax settings.
You may have line-items (services or products) that are tax exempt, others that require taxation. You can create multiple tax situations per client or invoice!
Invoice Ninja also supports creating inclusive & exclusive taxes per client as needed
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Save time by cloning invoices within a client, or clone an existing invoice to a new client! You may wish to clone a invoice from one client to another and set up the new invoice as recurring with auto-billing, or vice versa!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
You may wish to pass along your credit processing fee to your clients if they pay by credit card, or simply to encourage your clients to pay by ACH bank transfer! Set up automatic fees at your discretion or enable the fee to auto-match your gateway fee!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
If you wish to semi-automate emailing out invoices & quotes to your clients, utilize the bulk send feature! Simply select all the invoices & quotes and click “Send” and your account will automatically que them up to go out!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Invoice Ninja supports dozens of languages & currencies!
You can set different languages & currencies per client! Is your account in English, but it would be nice if your French speaking clients saw their client portal in French or Spanish speaking clients seeing payment instructions in Spanish? We have you covered!
Languages and currencies can be set per individual client!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Keep all records up to date & run accurate reports by importing Expenses. Expense importing can be done manually anytime, or you can automate it with our new banking Yodleee integration!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Why waste time typing? Create product & services in your Product Library! When creating invoices simple click from the line-item selector to quickly populate invoices and email them out!
Your product library also works (optionally) together with the Inventory feature! You can define the # of inventory stock available and when creating invoices the product library will reduce inventory levels and notify when you’re running low!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Want to know when your client clicks to view their invoice?
Set up notifications when clients view quotes, invoices, make payments, and also if a clients payment fails.
If you have additional account users, you can also be notified when your User are creating and sending out quotes & invoices!
Many notification options to keep you informed of all actions taking place within your account!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Task time-tracking allows you to accurately record every second spent on each individual task and quickly transfer timed data to the relevant invoice.
When you’re done with a task or series of tasks within a project, simply click and send your work-time to an invoice with 1-click!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Do you require a deposit or down-payment from clients to commence your work?
Set partial payments/deposits with unique due dates for partial payments/deposits! After your client pays the partial payment the invoice will automatically update itself with the balance due and set the new final invoice due date.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Automate your workflow! When you email out quotations to your clients, they can “Click to Approve” the quotation which then converts the quote into a payable invoice!
Invoices can then be paid online with 1-click, and your account documents all steps!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Every action your clients take is recorded and viewed into their client-side portal.
Invoices, quotes, payments and more are tracked.
Uploaded documents, payment methods, client-profile – everything is accessible and recorded to ensure a smooth experience for you & your clients!
Your clients also have dynamic functionality to run their balance statements with custom date & data parameters!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
If you have clients that need to be billed again & again on a fixed schedule (weekly, monthly, etc…), Invoice Ninja offers auto-billing via the world’s favorite payment gateways:
Auto-billing (AKA “token billing”) is a feature that enables the payments system to capture your clients’ credit card details and store them for billing at a future date. Token billing enables auto-billing, which means future invoices can be issued automatically. Invoice Ninja integrates seamlessly so you can enjoy all the advantages of token billing via your Invoice Ninja account.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
The inventory management feature works together with your “product library”!
Set inventory stock within your product library with threshold notifications. When you create invoices and populate invoice line-items, the inventory stock levels will reduce automatically! When your stock runs low the system will email you a notification reminder to stock up!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Beautiful well formatted invoices are critical to show clients that you mean business!
Invoice Ninja offers 11 invoice template designs. Free users have 4 free invoice templates, Pro & Enterprise user have all 11 invoice template designs.
Each invoice template can be customized with your company logo, colors scheme to match your brand, and detailed formatting customizations are also offered!
Give your clients a truly branded experience with your company by customizing your invoice templates to match your company branding!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Integrating your Invoice Ninja account with a payment gateway allows clients to pay their invoices with 1-click!
The payment gateway processes the transaction in the background while your client never leave their Invoice Ninja client-side portal. Seamless!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Providing your clients a branded experience is critical for professionalism and building trust. Upload your company logo to your preferred invoice template design.
All accounts, Free & Pro/Enterprise, are able to upload logos an customize their invoice colors to match their logo & company brand theme.
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
Real-time PDF preview creation shows your invoice review as you build it in real-time. Utilize the product library to quickly populate invoices with 1-click, view the invoice .PDF preview to ensure everything looks awesome, and send it out!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
Forever Free
View revenue, invoices sent, recent activity data. Track upcoming invoices, invoices past due, and more!
Free Invoicing Software for Small Business.
Focus on doing what you love. We’ll help with the invoicing:)
