Quick Start
Do these 4 things and you're up and running.
Sign up and add your company name
Create your account with an email and password. After verifying your email, go to Settings → Company Details and enter your company name and reply-to email.
Tip: Your 30-day free trial starts immediately — no credit card required.
Create your first invoice
Go to Invoices → New Invoice. Enter the client's name and email, add line items with amounts, and set a due date. That's all you need.
Send it to your client
Check "Send to client" when creating the invoice, or click "Send Invoice" from the invoice detail page. The AI writes a professional cover email and attaches your branded PDF.
Turn on automated reminders
On the invoice detail page, toggle "Automated Reminders" on. InvoiceFlows handles the rest — reminders escalate from friendly to firm automatically, and stop the moment you mark the invoice as paid.
Settings
Customize InvoiceFlows to match your business. All settings are in one place — click Settings in the sidebar.
Company details
Set your company name, reply-to email, and brand voice. Your company name appears on every invoice and email. The brand voice tells the AI how to write — e.g. "friendly and casual" or "formal and polite."
PDF invoice template
Upload your logo, pick a brand color, and add your business address. Every reminder email attaches a branded PDF with your customizations. Preview with sample data before sending.
Reminder schedule
Configure when reminders send relative to the due date. Negative offsets (e.g. -3) send before the due date. Positive offsets (e.g. 7, 14) send after. Tone escalates automatically: Friendly → Professional → Firm → Urgent → Final Notice.
Custom email domain
Optional. Send reminders from reminders@yourdomain.com instead of the default address. Enter your domain, add the DNS records we generate, and click "Check Status." Your domain provider (GoDaddy, Namecheap, etc.) will have a DNS settings section.
Invoices
Create, send, and track invoices from the Invoices page.
Create an invoice
Add the client's name, email, and phone. Add up to 5 line items with descriptions and amounts. Set the issue and due dates. Invoice numbers are auto-generated, or enter your own.
Send to your client
The AI writes a professional cover email using your company name and brand voice. Your branded PDF is attached automatically. Clients get a response link so they can mark it paid, request contact, or flag a dispute — without calling you.
Record payments
When a client pays, click "Record Payment" on the invoice. Log the amount, date, and method. Partial payments are fully supported — the remaining balance is shown on the invoice and reflected in future reminders. Mark as Paid to stop reminders.
Payment links
Add a payment URL (Stripe Payment Link, PayPal.me, Venmo, or any payment page) to your invoice. It becomes a "Pay Now" button in both the email and the attached PDF. Optional but recommended.
Photos & attachments
Attach up to 10 photos per invoice — before/after shots, signed quotes, material receipts. Supports JPEG, PNG, WebP, and HEIC. Photos are stored securely and visible on the invoice detail page.
Client responses
Every reminder includes a response link. Clients can respond with "I've paid," "I'll pay within 7 days," "Dispute," or "Contact me." Their response shows up in the invoice activity timeline so you can follow up.
Dashboard
Your business at a glance.
Stats overview
See your total outstanding balance, recovered payments, overdue invoices, and upcoming amounts — all updated in real time.
Recent invoices
A quick view of your latest invoices with status, amount, and client name. Click any invoice to view details, send reminders, or record payments.
Billing & Plans
Your 30-day free trial gives you full access. After that, plans start at $9/month — or save with annual billing.
What's included
$9/month or $84/year (save 22%) with everything: AI reminders, branded PDFs, custom email domain, automatic escalation, payment links, and partial payment tracking. Unlimited invoices and reminders.
Managing your subscription
Subscribe from the Pricing page or Settings → Billing. Once subscribed, manage your payment method, view invoices, or cancel anytime through the Stripe billing portal. Your data is preserved if you cancel.
Ready to get started?
Create your free account and send your first invoice in under 5 minutes.
30-day free trial. No credit card required.