Invoices
Create professional invoices on the Invoices page (/invoices).
Creating Invoices
From Booking
- Go to booking details
- Click "Create Invoice"
- Dates and rates auto-fill
- Review and customize
- Send
From Scratch
- Click "New Invoice"
- Select client (or add new)
- Add line items manually
- Set terms and totals
- Send
Invoice Customization
Design
Color Schemes
- Choose preset palettes
- Create custom colors
- Save favorite schemes
- Industry-themed palettes
Logo
- Upload company logo
- Appears in invoice header
- Stored securely for reuse
Layout
- Professional PDF format
- Print-ready design
- Branded appearance
Line Items
Add detailed work breakdown:
- Description - What you did
- Dates - When you worked
- Quantity - Days or hours
- Rate - Your daily/hourly rate
- Amount - Auto-calculated total
Advanced Line Items:
- Multiple projects per invoice
- Different rates per period
- Weekend/overtime multipliers
- Excluded dates (skip specific days)
- Partial days (half-days, custom fractions)
Booking Period Timeline
Visual timeline shows:
- Work periods across multiple bookings
- Dates included in invoice
- Excluded dates (weekends, holidays)
- Rate applied to each period
Payment Terms
Set invoice details:
- Invoice number - Auto-generated or custom
- Issue date - When invoice was created
- Due date - Payment deadline
- Net terms - Payment window (Net 15, Net 30, etc.)
Contact Information
Your details appear automatically:
- Email from profile
- Phone (if provided)
- Company name and address
- Tax ID (if provided)
- Bank details (optional, for wire transfers)
Sending Invoices
- Send directly to client email
- Attach PDF automatically
- Track when they view it
Download
- High-quality PDF
- Send manually if needed
- Print for records
Tracking Status
Draft - Not sent yet Sent - Email delivered Viewed - Client opened invoice Paid - Payment received Overdue - Past due date
Payment Collection
Stripe Integration (optional)
- Accept credit card payments
- Client pays directly in Bookr
- Funds deposited to your account
Manual Payment
- Bank transfer details
- Check instructions
- Mark as paid when received
Mobile Invoicing
Mobile invoice editor includes:
- Step-by-step wizard - Guided creation
- Bottom sheets - Easy editing panels
- Touch-optimized - Designed for phones
- Quick actions - Send with one tap
Desktop vs Mobile:
- Desktop - Full editor, all options visible
- Mobile - Simplified steps, focused workflow
Learn more about mobile invoicing
Tips
- Save color schemes - Reuse your branding
- Use projects - Link invoices to projects for organization
- Set reminders - Get notified before due dates
- Export data - Download CSV for accounting
- Weekend rates - Apply multipliers for premium work
- Exclude dates - Skip holidays from calculations