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.
We offer fully-customizable templates to add your logo, personal messages, layout and a colour scheme specific to your business. You can:
- 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.
As we will see later, the client of the invoicing system is distinct from the organization. When you create a customer in “invoices” you will connect it to an organization account in order to take full advantage of the features offered.
Getting started with a Template
The first thing to do will be to check if the service is active through the setup page (available for administrators in all plans). You will see something like this:
Through the template – which you can link to customers – you can set the billing address, the formatting preferences and the colors of the template. It is also possible if you are an expert user to directly customize the HTML code of the template used for pdf invoices.
Advanced plans can use multiple templates.
Through this page you can enter your SMTP details that will be used to send emails to your clients and your signature. 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: