Dashboard
Active and past invoices and collections
Active invoices
Unpaid invoices. Click a row or Details to view.
Past invoices
Paid invoices. Click a row or Details to view.
Archived invoices
Archived invoices are hidden from active and past lists but remain accessible to customers.
New invoice
Create a one-time or recurring invoice
Recurring invoices
These schedules create and email invoices automatically.
Contacts
Customer directory with invoice defaults for autofill
Directory
Add contact
Products
Sync your Square catalog and reuse common items on invoices
Catalog
No products yet. Connect Square and click Sync from Square, or add a manual item.
Add product
Square-synced products update on sync. Manual products are only stored in this app.
Square
Connect your Square account to accept payments on invoices
- Business profile and payment locations
- Customer directory
- Catalog items
- Payments (card and bank)
Choose location
Location
Advanced (manual setup)
Gmail
Connect your Gmail account to send invoices
Authorize Simple Invoicing to send invoice emails from your Gmail account and store logos
and PDFs in your Google Drive. We only access files this app creates (drive.file).
By connecting, you agree to our Privacy Policy, including how we access, use, and store Google user data. You can disconnect anytime in this settings page or in your Google Account permissions.
Google OAuth is not configured on this server. Ask your administrator to set
GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET.
Business
Your company details and invoice defaults
Invoice design
Branding, fees, taxes, custom fields, and customer-facing appearance
Branding
Fees, taxes & custom fields
These appear on every new invoice. Toggle and edit values per invoice when creating it.
Email & pay page
Preview
Users
Manage who can access the admin
Add user
All users
User
Your account details