ClickInvoice
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23 answers on invoicing, sending, billing, and your account — search them, or browse by topic.

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Getting started

4

Yes — Click Invoice is 100% free to use, with no credit card required and no trial period. There is one plan, it costs nothing, and every feature is on it: recurring invoices, multi-currency billing, inventory tracking, and staff accounts included.

Add your business details, add the client, then list what you are billing for — the totals, tax, and discount calculate as you type. Download the PDF or send it by email, link, or WhatsApp. The whole thing takes about a minute.

No. Click Invoice runs in any modern browser on Windows, macOS, Linux, ChromeOS, Android, and iOS — nothing to install, no licence key, and no updates to manage. The only thing you download is the finished invoice PDF.

No. Your client opens the PDF you email them or a private view-only link — there is nothing for them to sign up for or install on their side.

Invoices & branding

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Yes. Each invoice supports per-invoice tax and discount alongside its line items, notes, and payment terms — and the totals recalculate as you type. There is also one-click suggested wording for payment terms and closing notes.

Yes. Open the invoice from your dashboard and change what you need. If it is linked to products, stock is returned automatically when you edit the invoice, so your inventory stays accurate.

Neither. There is no cap on the number of invoices you create and no watermark on the PDF — the invoice your client receives carries your branding only.

Sending & reminders

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WhatsApp sits alongside email and the private link as a delivery option on every invoice — pick it and the invoice goes straight to your client's WhatsApp. Every send is recorded against the invoice.

Yes. Connect your own SMTP details and Click Invoice emails the PDF from your address, so it lands in your client's inbox from your business rather than from a third party.

Once an invoice passes its due date without being paid, Click Invoice sends the client a reminder email automatically — so you are not the one chasing it. You keep control of the schedule from your settings.

Yes. Every send — and every failure — is recorded against the invoice, so you can see exactly what went out, when, and by which channel.

Recurring billing

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Yes. Set any invoice to repeat weekly, monthly, or yearly, and the next one is generated and emailed on its due day without you re-typing anything.

It does. Products linked to a recurring invoice deduct from stock on each cycle, so your inventory reflects what you have actually billed out.

Yes. Edit or stop the schedule whenever the arrangement with your client changes — the invoices already sent are unaffected.

Payments, currency & reports

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Yes. Set a default currency for your business — USD, PKR, GBP, EUR, AED, INR, AUD, CAD and more — and switch it per invoice for an overseas client, with a live exchange-rate conversion shown right on the invoice form.

Record a full or partial payment on the invoice and its status and outstanding balance update themselves — no spreadsheet to keep in step.

Revenue, outstanding, overdue, and your monthly trend at a glance, plus your top clients by billed amount — so you can see what has been paid, what has not, and who owes you.

Yes. Export invoices, clients, and products to CSV or PDF at any time. Your data stays yours and is never locked in.

Account, team & security

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Every business's data is kept isolated from every other, new devices are verified before they can sign in, and an audit log records logins, exports, and invoice emails along with their IP addresses.

Yes. Invite staff accounts and control exactly which areas each person can reach — clients, invoices, or both — from your business settings.

Yes, by authenticator app or by an emailed code. It is available on the free plan like everything else.

Yes. Import your client list and inventory from a CSV file in one go, and export everything back out to CSV or PDF whenever you need to.

Still stuck?

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