Proposal & Invoice Management > Invoice Ninja
Invoice Ninja is a free, open-source solution for invoicing and billing customers. With Invoice Ninja, you can easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
Proposal & Invoice Management
Invoice Ninja
Invoice Ninja is a free, open-source solution for invoicing and billing customers. With Invoice Ninja, you can easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
You started your company to do great work—not to spend all of your time managing tasks and making sure your team gets paid. But with your quotes in one place, tasks in another, and a handful of other tools to manage your invoices and payments, it's easy to spend all of your time managing the mess.Invoice Ninja can handle all of it, with a surprisingly affordable online account or self-hosted right on your own servers. It's for much more than just invoices, too. You can manage client projects from start to finish here, from the first quote to the final payment for the job all in one place.Read MoreYou'll likely start out by adding details about your projects and vendors. That'll help you easily create quotes and invoices by pulling in those pre-written product and service descriptions and pricing. You can then customize your quote and invoice template, selecting the colors and fonts to quickly make a design that matches your branding—or you can dive into Invoice Ninja's custom table-based code to tweak the design further.Then, when you bring on a new client, you'll add their info to the Clients tab—a built-in CRM to track info about your customers. Create a quote for them, with the product and service info you need—or new line items just for this project. You can then log tasks for your team, and time how long you spend working on each one to easily bill clients for your team's work. And if you incur any expenses in the project, Invoice Ninja can track those as well.Once the project's finished, you can turn the quote, tasks, expenses, and more into a finished invoice in seconds. Invoice Ninja only makes you enter the most important details, relying on pre-made templates to quickly turn your work into an invoice. It can email that invoice to your client, along with a PDF and a link to view the invoice online. That link includes a full customer portal where your client can view all of their work with your company and save past invoices. And, they can pay you right from the online invoice, using the payment processing service you've added to your account.Need to invoice people for the same thing on a regular basis? Invoice Ninja can handle those recurring invoices, sending them out on a schedule or charging your customers when it's time. You can add credits to customers' accounts to refund them perhaps or give them an incentive to work with you again, and track your company's overall finances on your dashboard or with detailed reports. And if you want, you can run all of that on your own server, for an in-house invoicing and finance system that you can customize the way you want.Invoice Ninja is a great way to manage everything about your company's client work in one place—in a tool that helps you quickly track the details and then get back to the work you love.
Integrations
New Client
Triggers when a new client is created.
List Clients
Lists the clients.
List Expense Categories
Lists the expense categories.
List Expenses
Lists the expenses.
New Invoice
Triggers when a new invoice is created.
List Invoices
Lists the invoices.
New Payment
Trigger when a new payment is added.
New Quote
Trigger when a new quote is added.
List Payments
Lists the payments.
List Projects
Lists the projects.
List Quotes
Lists the quotes.
List Recurring Invoices
Lists the recurring invoices.
List Tasks
Lists the tasks.
Test Trigger
Used to test credentials.
List Vendors
Lists the vendors.
Create Client
Create a new client.
Create Client - V1 OLD
Create a new client.
Create Invoice - V1 OLD
Create a new invoice.
Create Invoice V3 (Deprecated)
Please update your zap to use the new Create Invoice action.
Create Invoice
Creates a new invoice.
Create Invoice - V2 OLD
Create a new invoice.
Create Payment
Creates a new payment.
Email Invoice
Email an existing invoice to client.
Create Expense Category
Creates a new expense category.
Create Expense
Creates a new expense.
Create Project
Creates a new project.
Create Quote
Creates a new qoute.
Create Recurring Invoice
Creates a new recurring invoice.
Create Task
Creates a new task.
Create Vendor
Creates a new vendor.
Find Client
Finds a client by their email or id number.
Find ExpenseCategory
Finds an expense category by searching.
Find Expense
Finds an expense by searching.
Find Invoice
Finds an invoice by it's invoice number.
Find Payment
Finds a payment by searching.
Find Project
Finds a project by searching.
Find Quote
Finds an quote by it's quote number.
Find Task
Finds a task by searching.
Find Vendor
Finds a vendor by searching.
Find or Create Client
Finds a client by their email or id number.
Find or Create Invoice
Finds an invoice by it's invoice number.
Find or Create Quote
Finds an quote by it's quote number.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
