Invoicing

The problem: invoicing and collecting takes too much time

Creating invoices in Word or Excel, sending them one by one and then chasing each customer to confirm whether they paid eats up hours every week. Without a system, you lose track of who owes you, how much and since when.

On top of that, invoices without an online payment option force your customers to make manual transfers, which delays payments.

Invoicing with online payment

In Recaudo you set the line items, amounts and due date, and an invoice is generated with your logo. Prices already include VAT. You send it by email or share its payment link over WhatsApp.

Every invoice has a payment link: your customer opens it and pays by card, SPEI or cash, depending on your payment gateways. When the payment comes in, the invoice status changes on its own.

Key capabilities

• Built-in payment: every invoice includes its payment link.
• Automatic statuses: pending, partially paid, paid or overdue, based on payments and the due date.
• Installments: split the total into weekly, biweekly or monthly payments.
• PDF and print view: download the invoice as a PDF or print it from your browser.

This invoice is a billing document. If you need a CFDI for the SAT, issue it with E-Invoicing.

Use cases

• Freelancers: invoice each project and get paid online.
• Agencies: keep track of what each client owes you.
• Professional services: bill your fees with a breakdown of services.
• Small businesses: manage your accounts receivable without complex accounting software.

Integration with Recaudo

• When an invoice becomes overdue, Smart Collections can send reminders with its payment link.
• Issue CFDI 4.0 to comply with the SAT in Mexico.
• For recurring charges, use Subscriptions.
• Every invoice is linked to the customer in your CRM.

Start invoicing and getting paid

Create your free account and send your first invoice with online payment included.

Read our blog on automated invoicing or see how professional services firms get paid with Recaudo.