I'm currently using Moxie for billing, and I'd like to switch to Invoiless. Since I have a bunch of clients on recurring monthly billing using Moxie with payments through Stripe, can I easy switch to Invoiless, without the need to have my clients input their credit card info again?
When migrating to Invoiless, your clients will need to re-enter their credit card information. On Invoiless, we use a feature called "Autopay" (automatic payments), which requires clients to confirm the recurring charge the first time.
If you have existing subscriptions with your clients on Stripe, you have a couple of options:
1. You can use Invoiless to only send invoices for your...
Hello Ay_ Is there an example that I can see with a PNG attachment, the image (ID) does need to be visible on the front of the invoice especially when printed, rather than having to click open attachment as an example as I seek a little more clarity. Also, I could get a clear picture on credits and their pricing, and what we would need in credits for each attachment. Please could you assist with some additional info? Thanks.
Hi, We're looking for a billing/Invoicing solution that allows us to add the customer ID to the invoice. Does Invoiless offer the option to upload a unique file via photo or attachment, such as the customers ID is it displays on the invoice? Thanks,
A: Hello! Yes, you can achieve that using attachments on Invoiless. Simply attach the customer ID document as a PDF or image to the invoice, and it will be visible on the invoice.
Thank you for the response. Very useful. Is there an example that I can see with a PNG attachment, the image (ID) does need to be visible on the front of the invoice. Also, I could get a clear picture on credits and their pricing, and what we would need in credits for each attachment. Please could you assist with some additional info? Thanks.
Q: Auto pay
Can you auto receive payments and auto make payments?
A: Hello! Yes, we support that. You just need to connect a supported payment gateway, like Stripe, to Invoiless, and you'll be able to receive online payments automatically.
Wait, what about making payments? I want to also pay vendors.
Q: Separate email addresses for quotes and invoices, employee expenses report
Hi Ay_, I'm testing Invoiless and can't seem to set separate email addresses for quotes and invoices (e.g., accountspayable for invoices). Is this a limitation? Also, for tracking employee expenses (business, travel, etc.), the report only shows one "Customer" at a time. How can I track all employees together, and will "Employee" contacts be added soon?
We don't currently offer separate emails for quotes and invoices (you have one send-from email–either our default email or your own via SMTP), but we may expand our SMTP integration to support this.
For expense tracking, reports currently only support customer-type selection. However, we're working on a providers module, which will include provider filtering in the future.
Q: Migrate from Moxie with Stripe
I'm currently using Moxie for billing, and I'd like to switch to Invoiless. Since I have a bunch of clients on recurring monthly billing using Moxie with payments through Stripe, can I easy switch to Invoiless, without the need to have my clients input their credit card info again?
Ay_
Apr 9, 2025A: Hello!
When migrating to Invoiless, your clients will need to re-enter their credit card information. On Invoiless, we use a feature called "Autopay" (automatic payments), which requires clients to confirm the recurring charge the first time.
If you have existing subscriptions with your clients on Stripe, you have a couple of options:
1. You can use Invoiless to only send invoices for your...
Share Invoiless
Q: Attachments
Hello Ay_
Is there an example that I can see with a PNG attachment, the image (ID) does need to be visible on the front of the invoice especially when printed, rather than having to click open attachment as an example as I seek a little more clarity. Also, I could get a clear picture on credits and their pricing, and what we would need in credits for each attachment. Please could you assist with some additional info? Thanks.
Share Invoiless
Q: Add ID?
Hi,
We're looking for a billing/Invoicing solution that allows us to add the customer ID to the invoice. Does Invoiless offer the option to upload a unique file via photo or attachment, such as the customers ID is it displays on the invoice?
Thanks,
Ay_
Apr 4, 2025A: Hello! Yes, you can achieve that using attachments on Invoiless. Simply attach the customer ID document as a PDF or image to the invoice, and it will be visible on the invoice.
Guide: https://invoiless.tawk.help/article/attachments
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@Ay_
Hello Ay_
Thank you for the response. Very useful. Is there an example that I can see with a PNG attachment, the image (ID) does need to be visible on the front of the invoice. Also, I could get a clear picture on credits and their pricing, and what we would need in credits for each attachment. Please could you assist with some additional info? Thanks.
Q: Auto pay
Can you auto receive payments and auto make payments?
Ay_
Apr 4, 2025A: Hello! Yes, we support that. You just need to connect a supported payment gateway, like Stripe, to Invoiless, and you'll be able to receive online payments automatically.
Guide: https://invoiless.tawk.help/article/how-to-connect-my-stripe-account
Share Invoiless
Wait, what about making payments? I want to also pay vendors.
Q: Separate email addresses for quotes and invoices, employee expenses report
Hi Ay_, I'm testing Invoiless and can't seem to set separate email addresses for quotes and invoices (e.g., accountspayable for invoices). Is this a limitation?
Also, for tracking employee expenses (business, travel, etc.), the report only shows one "Customer" at a time. How can I track all employees together, and will "Employee" contacts be added soon?
Ay_
Apr 3, 2025A: Hello!
We don't currently offer separate emails for quotes and invoices (you have one send-from email–either our default email or your own via SMTP), but we may expand our SMTP integration to support this.
For expense tracking, reports currently only support customer-type selection. However, we're working on a providers module, which will include provider filtering in the future.
Please...
Share Invoiless
Hello Ay_, if I create a new-property to manage expenses separately, will the second property count as one the the 3 Businesses (per 1 code)?