Logins and portalsįigure E Image: Invoice Ninja. Invoice Ninja offers two project views, list and Kanban, so you can get a bird’s eye view of your project. Once you’re finished, convert a time tracking entry to an invoice with a simple click. You can create and organize projects, assign tasks to different account users and track time for the appropriate project or task ( Figure D). While not a full project management solution, Invoice Ninja does offer some simple tools for task management, which sets it apart from other invoice creation tools. Ensure accurate invoicing with Invoice Ninja’s built-in time tracking. Task and project managementįigure D Image: Invoice Ninja. Inventory levels are reduced automatically as you sell products. Invoice Ninja also gives you the ability to build up a library of items, products and services, as well as set inventory levels and quickly add them to invoices. You can automatically import your expenses data to your Invoice Ninja account, as well as add expenses manually using the expense management module ( Figure C). Stay on top of expenses and easily transfer specific expenses to applicable invoices. Expenses and inventory managementįigure C Image: Invoice Ninja. Invoice Ninja also allows you to bill a client extra for unpaid invoices by setting up automatic late payment fees. You can also ensure clients understand the payment by asking them to mark a checkbox or provide a signature prior to making a payment. If you have a bit of a complex setup, you can attach special payment instructions directly to an invoice and request partial payments using the same invoice again and again. Invoice Ninja will also automatically calculate sales taxes for U.S. You can set up automatic credit card gateway fees to be added to predetermined price ranges, and Invoice Ninja automates currency exchange between clients’ currency and your account’s default currency to make calculations easy. Plus, Invoice Ninja is compatible with multiple payment gateways, including Stripe, WePay, PayPal, Checkout, Braintree, PayFast, Authorize, Square, Mollie and RazorPay. Keep track of client payments in Invoice Ninja’s payment module.Ĭlients can make payment directly through Invoice Ninja using credits or ACH payments ( Figure B). Use automatic emails to remind clients your invoice needs to be paid, and receive notifications when clients view and pay your invoice. Save time by bulk selecting multiple invoices and emailing them out together, or copy some people discreetly using BCC. Once your invoice is ready, email it to your clients with Gmail or MSN. On top of that, you can clone a regular invoice to turn it into a recurring one - and vice versa. In addition, you can create groups of custom settings such as payment terms for different groups of clients, then quickly apply them to invoices.įor added ease, you can generate a quote then later convert it into an invoice with one click, or you can set up the invoice to auto-generate once the client approves the quote. Invoice Ninja also allows you to create dynamic custom fields for your company, client details and invoice product columns ( Figure A). You can customize the template by adding your business logo and changing the invoice colors to match your brand, as well as attach important files to be included with the invoice. Simply add a client as a contact, then generate an invoice using a template. To make things easy, Invoice Ninja includes four templates with the free plan and 11 templates with the Pro and Enterprise plans. Simplify invoicing with invoice templates and automation. Invoice Ninja’s key features Invoicing and quotesįigure A Image: Invoice Ninja. The Enterprise plan gives you the ability to set permissions for each user, attach files to the email and client portal and fully brand the client portal’s appearance. You must opt for the Enterprise plan if you want more than one user. The Enterprise plan starts at $140 a year billed annually or $14 a month per month billed monthly - for one or two users (pricing increases with the number of users). This plan supports unlimited clients and invoices and also includes 11 invoice templates, email invoices, branded URLs, API integrations and a client portal, among other features. The Ninja Pro plan costs $100 per year billed annually or $10 per month billed monthly. It includes four invoice templates, auto-billing, recurring invoices, time tracking and more. Invoice Ninja’s forever free plan supports up to 20 clients and unlimited invoices.
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