Invoices

Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice.  You can also send an invoice directly from a Contact Record .  Create an invoice As y...

Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you. Ensure you have set up a merchant account to get paid. Navigate to a...

As a small business owner, it’s hard to keep track of which clients you’ve sent an invoice to, and then remember to follow-up with clients that haven’t yet paid.  Keap now helps you follow-up, by sending you reminders and gett...

Display completed payments or processed refunds on an invoice so your clients can see their payment history. Add a Payment Navigate to an invoice from the Sales > Invoice section Or from within the contact record activity history Cl...

Add a recurring charge to an invoice Create an invoice and add at least one line item to the invoice Click the menu button at the end of the product line Click Edit Click Recurring Set the billing frequency and when recurring p...

Issue a refund Navigate to Sales > Invoices to locate the invoice Click the payment you want to refund At the bottom of the invoice, click the payment Click Refund  Click the confirmation button to process the refund ...

Configure your products to always include specific tax rates when they are added to invoices

You now have the ability to store and use a customer's card on file for failed payments or future purchases as long as your customer has given you permission to do so. This means you no longer have to reach out and have an awkward conversations ...