Invoice
Invoicing, Payments, and Financial Operations
Generate invoices from time entries or from scratch with native Stripe payment processing. Recurring billing automation, professional branded PDF generation, quote management, credit notes, and expense tracking. The financial engine that closes the contract-to-cash loop.
Core Features
What Invoice delivers out of the box.
Invoice Generation
Create invoices from approved time entries or build them manually. Multiple line items with tax calculations, discounts, and automatic sequential numbering.
- Generate from time entries automatically
- Manual invoice creation with line items
- Tax configuration and multi-rate calculations
- Automatic sequential numbering per organization
Stripe Payment Processing
Native Stripe integration for online payment collection. Track payment status in real-time, handle partial payments, and manage refunds directly from the invoice.
- Online payment collection via Stripe
- Real-time payment status tracking
- Partial payment handling and tracking
- Automatic payment reconciliation
Recurring Billing
Set up recurring invoices with customizable schedules. Automatic generation, optional auto-send, and payment reminders with overdue escalation.
- Customizable billing schedules (weekly, monthly, quarterly, annual)
- Automatic invoice generation on schedule
- Payment reminder automation
- Overdue tracking with escalation rules
Document Management
Professional PDF invoices with custom branding. Quotes with conversion tracking, credit notes for adjustments, and expense categorization.
- Branded PDF generation via Headless Chrome
- Quote creation with invoice conversion
- Credit note generation for adjustments
- Expense tracking and categorization
Product & Service Catalog
Maintain a catalog of products and services with standard pricing and tax rules. Quick-add items to invoices with pre-configured rates.
- Product and service management
- Standard pricing tiers and bundles
- Tax rule configuration per item
- Quick-add to invoices from catalog
Key Capabilities
Cross-cutting capabilities built into Invoice.
Client Management
Full client and contact database with company details, billing addresses, payment terms, and communication preferences.
Payment Reminders
Automated overdue notifications with configurable escalation. Friendly reminders before due date, firm notices after.
Bulk Import
Import clients, products, and historical invoices via CSV and Excel (XLSX). Calamine-powered parsing handles large datasets.
Financial Reporting
Revenue reports, aging analysis, tax summaries, and payment reconciliation. Export to CSV and Excel for accounting systems.
Organization Branding
Custom colors, logos, app names, and even custom CSS per organization. White-label invoices match your brand identity.
API Access
Token-authenticated REST API for integration with external accounting and ERP systems. Webhook notifications for payment events.
Technical Details
Under the hood of Invoice.
Explore the Suite
Invoice is one of seven integrated applications in CITADEL.
Ready to Get Started with Invoice?
See how CITADEL Invoice can streamline your operations. Talk to the Gallantic team.
Contact Gallantic