CRM & client services · Feature Atlas

Invoicer.gg

Send the bill. Take the payment. Know what happened.

Invoicer.gg builds branded invoices from saved customers and products, emails them with a View & Pay button, and tracks every payment in one ledger. Add recurring billing, a virtual terminal, and a hosted payment form when your account has them. It is free to start; you pay a small fee only when a client pays you online.

Features: 144
Areas: 18
Levels deep: 2
Coordinate: IN

Visit Invoicer.gg Start free See the Invoicer.gg page

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Business Dashboard

FeatureOne screen answers: what came in, what is owed, what needs me.
AdvantageNo spreadsheet to build every Monday.
BenefitYou know where your cash stands in seconds.
Promised LandYou stop lying awake wondering if payroll is covered.

In the product

See Invoicer.gg at work.

Invoicer.gg dashboard, Year to date view: KPI cards for $10,669.32 collected, $255.71 outstanding with a 97% collection rate, $0 upcoming and $255.71 past due by aging bucket, a monthly Revenue Trends area chart peaking near $7,000 in June, and an Invoice Status donut with 11 paid, 1 overdue and 1 draft. — **Business Dashboard**What came in, what is owed, and what needs you, all on one screen.Explore Business Dashboard

Invoice Builder (Focus Mode)Pick the customer, add your line items, and watch the total due update as you type.Explore Invoice Builder

Virtual Terminal with customer Cedar & Pine Landscaping selected, a $1,250.00 payment with the 2.9% platform fee added, and a breakdown showing a $1,286.25 total. The Card on File option (Visa ending 4242) is selected. On the right, the customer card shows spending statistics ($8,940 total, $7,440 from invoices and $1,500 through the terminal), contact details, and five recent paid transactions. — **Virtual Terminal**Charge a saved card on the spot, with the fee, the total and the customer's history in view first.Explore Virtual Terminal

Invoices page, Recurring tab, listing recurring invoice templates with created date, template number, customer, amount, platform fee, weekly, monthly, quarterly or annual frequency, stored payment method (card or checking account), and Active or Paused status toggles. A tooltip on the first row reads View Generated Invoices & Analytics. — **Recurring Invoice Templates**Every repeat billing plan in one list, each with its schedule, saved payment method and on/off switch.Explore Generated Invoices & Analytics

Invoice aging report showing $23,455.50 outstanding across 21 invoices, split into five buckets: $12,480 not yet due, $6,215.50 at 0-30 days, $2,940 at 31-60, $1,180 at 61-90 and $640 at 90+ days. A bar chart runs from green to dark red, and the table below lists the oldest invoices with days past due and color-coded bucket tags. — **Invoice Aging Report**Late money sorted by how late, with the oldest invoices at the top.Explore Invoice Aging Report

Invoice preview with a PAID watermark: line items for the GODMODE service at $1,666.00 marked Payment 3 of 3, a subtotal, taxes and a $1,666.00 total, and an installment-terms notes section. — **Invoice Preview**See exactly what your client will get before you send it.Explore Invoice Preview

Webform Payments Settings tab: a Design your payment journey panel showing LIVE status, the hosted form URL, a Preview payment form button and a launch checklist, next to Payment Form Settings with an enable toggle, form title, subtitle and amount label. — **Webform Payment Settings**Launch a branded payment form with a guided checklist.Explore Hosted Payment Form

Reports page, Revenue tab, Year to date: gross revenue $10,667.39, net revenue $10,667.27, sales tax $0, platform fees $0.12 and refunds $0 across 16 paid transactions, above a weekly revenue area chart from January to September 2026. — **Revenue Report**Weekly revenue, net of tax and fees, with one-click CSV export.Explore Revenue Report

Areas

Every part of Invoicer.gg.

IN-014 features

Getting Started

Free account, one Scale.gg login, and a short business profile. Then you are ready to bill.

IN-039 features

Dashboard

Money in, money owed, and what needs attention, across five tabs.

IN-0415 features

Invoices

Every invoice you have sent, with search, filters, and one-click actions.

IN-0511 features

Create & Send Invoice

A three-step builder: fill in the invoice, preview it, then email it.

IN-068 features

Recurring Invoices

Set a billing schedule once. Invoices generate and can charge on their own.

IN-079 features

Customers

Every client, what they owe, their history, and their saved payment methods.

IN-087 features

Products & Services

A catalogue of what you sell, with prices, costs, margins, and stock.

Product Catalogue+6

IN-097 features

Virtual Terminal

Charge a customer directly, like over the phone. Shown when enabled for your account.

Virtual Terminal+6

IN-106 features

Transactions

Every payment attempt from invoices, the terminal, and webforms in one ledger.

Transaction Ledger+5

IN-119 features

Webform Payments

A hosted payment form you can link or embed. People pay without an invoice. Shown when enabled.

IN-127 features

Reports

Revenue, aging, top customers, and payment methods for any date range, exportable.

Reports+6

IN-1319 features

Settings

Company, Invoice, Payment, Email, and Users tabs. Drag tabs to reorder. Save All Changes.

IN-147 features

Getting Paid: Payment Processing

Turn on card payments with a merchant application or with Stripe Connect.

IN-157 features

What Your Customers See

Invoice emails, a clean pay page, receipts, and a public webform.

IN-162 features

Team Members & Guest Workspaces

Teammates see only what their role allows. Shared Scale.gg workspaces open Invoicer as a guest.

IN-178 features

Platform Admin (Super Admins)

Tools for platform super admins to run tenants, merchant applications, and banking partners.

IN-182 features

Help & User Guide

A plain-language guide inside the app.