Onpipeline offers a complete invoicing software. The features we offer, which are in any case constantly evolving, allow you to manage billing within our platform without the need to integrate external systems.

• Send invoices and reminders with your own text
• Turn quotes and subscriptions into invoices and save time
• Track payments and invoice status
• Issue multilingual and multi-currency invoices
• Run multiple businesses (Advanced plans)
• Use discounts at item level
• Limit access to predefined users

The system is divided into two easy and intuitive sections: Invoices and Clients.

The client of the invoicing system is distinct from the Organization. When you create a Client in Invoices you will connect it to an Organization account in order to take full advantage of the features.

Getting Started

First, check if the service is active on the setup page (available to administrators in all plans). You will see something like this:

 

 

 

 

 

 

We offer fully-customizable templates to add your logo, personal messages, layout and a colour scheme specific to your business. You can use one or more templates depending on your plan. Advanced plans can use multiple templates.

Customers can be linked to the template defaults. You can set the billing address, formatting preferences, and template colors. If you are an expert user, you can also directly customize the HTML code of the template used for PDF invoices.

Invoice Tracking

Invoices can be easily monitored. The invoice statuses are as follows:

• Draft
• Issued
• Paid
• Overdue

Managing invoices through these labels is straightforward. Regarding Paid and Overdue statuses, for each invoice you can record payments that change the status based on received amounts and due dates.

Drafts do not have a document number and cannot be saved until a decision is made to issue the actual invoice or credit note.

SMTP

Through this page you can enter your SMTP details that will be used to send emails to your clients – If you use 2-factor authentication it may be necessary to create an App Password, depending on the mail server you use.

Special SMTP instructions for Gmail