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.
Please share details in our community's Feature Requests channel about how these features would improve your workflow. Your feedback helps us prioritize improvements!
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)?
Q: Questions for you:
-Can your tool import expenses /income manually through CSV, excel, PDF upload? -Can your tool create reports like Balance Sheet/Income statement, Cashflow etc? -Apart from businesses can I use this too track my personal income and expenses? -Does it have webhook, integrations available with other tools apart from Stripo or ability to connect to banks? -Automation available e.g sending automated invoice if a customer purchases online?
- Yes, we support imports from CSV, and you can also use our API for more advanced cases.
- Yes, we support reports: https://invoiless.tawk.help/article/reports
- Why not! You can create a new property (here's how: https://invoiless.tawk.help/article/how-to-create-a-new-property) and use it as a personal finance manager to track expenses, income, etc. You can also attach receipts to transactions as PDFs.
- Yes, we support Webhooks: https://docs.invoiless.com/guide/webhooks.html, and you can use our API with no-code tools like n8n, Make, or Pabbly for automation.
- We have an API, and you can use a no-code tool like n8n to automate anything. Here's an example from our blog post: https://invoiless.com/blog/connect-woocommerce-to-invoiless-with-n8n
Thank you so much for the detailed answers :) -imports from csv, excel, pdf for example does your tool automatically categories the transactions by income and expense? also if so is it using AI to categorize? for the reports I see 5 types are supported, any plans to add balance sheet, cashflow statements too? -The invoice automation I guess that can probably work through Make too instead of N8n?
- Expenses and income are separate, so you need to choose the type before importing your data. - Regarding reports, yes, we plan to add more after our v2 release. - Yes, you can use any of the popular automation tools—n8n, Make, Pabbly, etc.
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
Share Invoiless
@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 details in our community's Feature Requests channel about how these features would improve your workflow. Your feedback helps us prioritize improvements!
Thanks! 😊
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)?
Q: Questions for you:
-Can your tool import expenses /income manually through CSV, excel, PDF upload?
-Can your tool create reports like Balance Sheet/Income statement, Cashflow etc?
-Apart from businesses can I use this too track my personal income and expenses?
-Does it have webhook, integrations available with other tools apart from Stripo or ability to connect to banks?
-Automation available e.g sending automated invoice if a customer purchases online?
Ay_
Mar 26, 2025A: Hello!
All great questions!
- Yes, we support imports from CSV, and you can also use our API for more advanced cases.
- Yes, we support reports: https://invoiless.tawk.help/article/reports
- Why not! You can create a new property (here's how: https://invoiless.tawk.help/article/how-to-create-a-new-property) and use it as a personal finance manager to track expenses, income, etc. You can also attach receipts to transactions as PDFs.
- Yes, we support Webhooks: https://docs.invoiless.com/guide/webhooks.html, and you can use our API with no-code tools like n8n, Make, or Pabbly for automation.
- We have an API, and you can use a no-code tool like n8n to automate anything. Here's an example from our blog post: https://invoiless.com/blog/connect-woocommerce-to-invoiless-with-n8n
Hope that helps! 😊
Share Invoiless
Thank you so much for the detailed answers :)
-imports from csv, excel, pdf for example does your tool automatically categories the transactions by income and expense? also if so is it using AI to categorize?
for the reports I see 5 types are supported, any plans to add balance sheet, cashflow statements too?
-The invoice automation I guess that can probably work through Make too instead of N8n?
- Expenses and income are separate, so you need to choose the type before importing your data.
- Regarding reports, yes, we plan to add more after our v2 release.
- Yes, you can use any of the popular automation tools—n8n, Make, Pabbly, etc.