Invoice Home Blog | Invoicing Made Easy

HOW TO: A Guide to Invoice Home - Features & Functions

Invoice Home Features and Functions

We get it. You probably came to Invoice Home when you were looking for a simple invoice template for your growing business.

We’re thrilled you found us, but even though we have hundreds of beautiful invoice templates to choose from, Invoice Home has a lot more to offer you and your business.

For starters, we don’t just offer invoices. We offer a number of other documents like receipts, quotes, estimates, and more!

Plus, our invoicing system has a host of features and functions that help you streamline your billing process. Like recurring invoices, payment links, an email feature, and safe and secure unlimited storage of all your documents and their details.

HOW TO: Create Your First Invoice with Invoice Home

Man at computer making first invoice with Invoice Home
© mavoimages / Adobe Stock

Creating an invoice for the first time can seem quite complicated at first. However, with the right help and tools, it's can be a breeze.

If you're brand new to invoicing, and feel a bit intimidated by the word itself, don't be! You can rely on Invoice Home for the assist!

HOW TO: Recurring Invoices - pt. 1 - Steps to Set-up

recurring invoices
© nenetus /Adobe Stock

Do you bill your customers for the same products or services every week, month, quarter, or year? If the answer is “yes”, then recurring invoices are for you!

If you’re a landlord, landscaper, language tutor, or work in another profession offering the same services regularly, you probably have customers who you invoice consistently for the same amount.

Creating and emailing the same invoice over and over can get old. So, let us automate the process for you. Set up recurring invoices today!

HOW TO: Recurring Invoices - pt. 2 - Seeing Sent Invoices

recurring invoices
© nenetus /Adobe Stock

Now that you’ve set up a recurring invoice your invoices will be sent to your customer automatically.

Here’s how to see what invoices have already been emailed to your customers.

HOW TO: Recurring Invoices - pt. 3 - Editing and Making Changes

recurring invoices
© nenetus /Adobe Stock

Now that you’ve set up a recurring invoice your invoices will be sent to your customer automatically.

If you need to make a change to its schedule or the email text, just follow the below steps.

HOW TO: Recurring Invoices - pt. 4 - Stopping

recurring invoices
© nenetus /Adobe Stock

Now that you’ve set up a recurring invoice your invoices will be sent to your customer automatically.

If you need to stop your scheduled recurring invoices, here’s how.

HOW TO: Add More Details to an Invoice by Using the Advanced Form

Invoice Detail
© Jemastock /Adobe Stock

When invoicing, we believe simplest is best, but we know that sometimes certain invoices require more information to better bill your client.

That's why we have implemented a Basic Form and Advanced Form to our billing templates, whether you’re invoicing, providing a quote, or issuing a receipt with Invoice Home.

There’s a lot of things that go into making an invoice, from contact information of the billed party, to taxes and organizational details. If you’re contemplating what information should be included, click here to learn more about how to fill out your invoice.

The Advanced Form allows you to provide more context, both for your client and for your own organization and filing. There's several details on the Advanced Form that are not featured on the Basic Form, such as the:

“Ship To” address box which is for when you are shipping to a different address than the one you are billing to.
Due date that lets you assign a date for when you expect to receive payment.
Purchase order number that is used to match a purchase order document to an invoice.
Quantity which allows you to reflect how many times one item was purchased.
Unit Price which shows the price of one item, if the item is purchased more than once.

HOW TO: Get Paid in a Flash With Payment Links!

woman using payment links online
© Rido /Adobe Stock

If you’re tired of checking the mail for invoice payments, then check out Payment Links!

With payment links you can get paid instantly, and give your customers a more convenient way to pay. It’s a win-win.

How? With online payments.

Payment Links let your customers pay online. Easy peasy!

Invoice Home's preferred payment gateway is Stripe. We have been in business with Stripe for the last 10 years!

Stripe is reliable, secure, and has the most rigorous certification available in the industry. For more information about their security, you can find further details: here.

So, what are you waiting for? It just takes a few quick clicks to set up.

Here’s how to set up, use, and deactivate Payment Links on Desktop and in the App!

Desktop: To Activate Payment Links
Desktop: To Use Payment Links
Desktop: To Disconnect a Payment Gateway
App: To Activate Payment Links
App: To Use Payment Links
App: To Disconnect a Payment Gateway

HOW TO: Apply a Discount to an Invoice

Offering a discount is a simple way to increase customer satisfaction and boost your overall sales by incentivizing new purchases.

You can offer a discount to your regular clients who make frequent purchases, as a part of a special seasonal or holiday offer, or as a reward for when a customer refers their family or friends.

When you are invoicing your clients, applying a discount may seem like more work for you but Invoice Home calculates this discount for you and applies it to your invoice with just a few clicks.

HOW TO: Archive Items with Invoice Home

If you’ve been using Invoice Home to make your invoices for a while, or you offer your customers a lot of products or services, you may need an easy way to clean up your items list.

That’s why we added the archive items function!

Blog Posts