The accounting module in Paymo allows you to seamlessly create estimates and invoices, add expenses to projects, and get paid faster.
With a couple of clicks, you can turn timesheet data into an invoice and make adjustments manually. Existing invoices can be cloned so you don’t need to start from scratch each time. All invoice editing is done in a WYSIWYG mode, you work on the actual invoice.
Invoices can be customized to better reflect your brand. Add your company logo and edit existing templates with HTML/CSS to stand out from your competition.
If you do repetitive work, you can create recurring invoices and send them to your clients automatically. Invoices can be sent via email as PDF attachments or downloaded locally for bookkeeping purposes.
The system allows you to check if the client has viewed your invoice. You also have the possibility to create and send automatic payment reminders for past due invoices.
The Paymo App allows our small business to focus on our business — not our paperwork. Tracking our time, creating estimates and invoices is made simple using this App. We use it every day.
Danielle Bushore
Principal @Nine Sixteen Creative INC
The Paymo App allows our small business to focus on our business — not our paperwork. Tracking our time, creating estimates and invoices is made simple using this App. We use it every day.
Danielle Bushore
Principal @Nine Sixteen Creative INC
The invoices templates are available in 15 languages, and you can invoice your clients in more than 85 currencies within the same account.
Through the dashboard widgets you can track issued invoices, payments received over time, and unpaid balance. You also have a bird’s-eye view of all the invoices, payments history, and payment notes.
The templates allow you to set a global invoice percentage discount, add or subtract VAT, and create per client invoice payment terms (e.g. net 15, net 30, etc.).
If you use a payment gateway, you can create invoices and let your clients pay you directly from the invoice. When it’s paid online, the invoice will automatically be marked as ‘paid’ in Paymo.
Paymo allows you to create estimates and share them online with your clients. An estimate can be accepted or rejected. The accepted estimates can be easily converted into invoices.
You can easily add & track expenses at a client or project level. The outstanding expenses are added automatically to invoices. You can also download expenses as PDFs or CSVs.
As a small business owner, I use Paymo to help me manage my time for each of my clients and their projects. I can also easily send invoices, which allow clients to pay online, and that’s both convenient and efficient.
Marisa Peacock
Chief Strategist @Strategic Peacock
As a small business owner, I use Paymo to help me manage my time for each of my clients and their projects. I can also easily send invoices, which allow clients to pay online, and that’s both convenient and efficient.
Marisa Peacock
Chief Strategist @Strategic Peacock
The Accounting module is part of Paymo, a full-featured project management software that helps your team manage your projects from start to finish.
Accurately record time spent on projects or tasks in your browser or mobile phone. Just start the stopwatch when you're ready to work. Time entries will be saved with start and end times for accurate time reports.
The Kanban board allows you to create various workflows and move project tasks through sequential and logical steps. The people involved in the project can easily see the work progress at anytime. The boards can be customized to adapt to existent workflows.
The application allows you and your team to chat in real time about latest task and project updates or create general discussions. Whenever a new comment is posted you can decide who receives an email notification.
Schedule bookings and assign tasks directly on the timeline, check what employees will be working on and how their time is booked. See at a glance who’s booked and who’s available for work and make changes to your plans in real time.
The Gantt Chart allows you to plan and schedule projects in detail showing tasks on a timeline and how they relate to each other. Tasks scheduled in the Gantt Chart are converted automatically to ghost bookings in the Scheduler.
File Sharing with Unlimited Storage, Custom Access Permissions, Multilingual Interface, Google Apps Integration and RESTful API are just a few more features and options available in Paymo. For the complete list, please check this page.
