For those focused on building their business, not managing paperwork.
Create invoices, manage estimates & expenses, and automate payments. Grow your business, with yourself at the steering wheel.
Create invoices
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Without hassle
Turn timesheet data into an invoice and make adjustments manually, in just a few clicks. All invoice editing is done in a WYSIWYG mode, you just work on the invoice. Or clone it to save time, so you don’t need to start from scratch every time you bill clients.
Be memorable
Looks still matter online. Customize your invoices to better reflect your brand. Add your company logo, edit existing templates with HTML/CSS, or plug in a personalized “thank you” note for your client to stand out from the competition and leave a lasting impression.
To PDF, CSV, QuickBooks Online, or Xero
Keep an accurate record of your invoices. Export them one-by-one as a PDF or in bulk in a CSV. You can also sync them with the accounting tool of your choice - QuickBooks or Xero - to keep your books in order. Your accountant will love you, not just when you pay them.
Manage estimates & expenses
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In minutes, not hours
Designing professional estimates is too time consuming. Plan out your project first, then convert it into an estimate with pre-filled tasks, hourly budgets, and costs in no time. Once your client accepts it, turn it into an invoice to streamline the hand-off process. Simple as that.
At a client and project level
Prepare for the tax season well in advance. Register every expense at a client or project level, so you can forget about storing receipts once and for all. The tag manager also helps you organize them under categories and know who’s the top spender in your team.
Via PayPal, Stripe, Authorize.net, and Payoneer
Set payment gateways and make it easy for your clients to pay you securely, directly from an invoice. Once paid, the invoice will be automatically marked as “paid”. In case they want to pay you by wire transfer or cash, add a down payment and view the due amount in the same place.
Automate payments
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For recurring clients
If you bill clients on a regular basis, send them recurring invoices automatically. Choose the start date, frequency, and number of occurrences, then let Paymo do the job for you. Your clients will receive a PDF attachment, which can be downloaded for bookkeeping purposes.
With invoice statuses and payment reminders
Paymo allows you to check when clients have viewed your invoice. So you know exactly when to get back to them and give them a nudge. If still not enough, create and send automatic payment reminders for past due invoices as an extra safety measure.
Through discounts and invoice payment terms
Reward your loyal clients with a global invoice percentage discount, as well as add or subtract VAT for fiscal reporting. You can also set invoice payment terms for each client (e.g. Net 15) and add the date at which the services have been delivered to comply with local regulations.
Grow your business
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With rich financial data
Find out whether your business is growing or your clients are falling behind their payments through the financial widgets. Track the number of invoices issued, payments received over a period of time, and overall unpaid balance. Even view all your invoicing and payment history.
Multi-language and multi-currency
Habla Español? Speaking the same language as your client brings you closer to them. Choose between 15 different language templates available both for invoices and estimates, or invoice your clients in 85+ currencies within the same account.
Via the client portal
In Paymo, clients have access to their own invoices along with the attached expenses in a dedicated client portal. Here, they can sort them after their status and know whether or not they have any pending invoices in the upcoming future.
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
Plan, schedule, and monitor project progress with the help of Gantt Charts.
View your resource calendar to see how much time you should track for a task on a given day.
Register work manually, via the web timer, or one of the dedicated desktop and mobile tools.
