INVOICING
Invoices that get paid, and keep your books straight.
Issue professional invoices, automate recurring billing, issue credit notes and track every payment against the right invoice.
Invoicing is included in every plan. The Starter plan allows 30 invoices per month; Professional and Enterprise are unlimited.
CREATE & SEND
From blank to sent in four steps.
- 01
Select a client
Billing details auto-fill from your CRM.
Example Studio Ltd · VAT CY00000000X - 02
Add line items
Pick services or add custom lines with quantity, price, discount and tax.
2 × Consulting hour €90.00 −10% - 03
Set the terms
Due date, payment terms and payment instructions.
Due 30 days · Bank transfer - 04
Send it your way
Download a PDF or share a public link. Your client needs no login.
bosly.io/i/demo-0042
SMART PAYMENT STATUS
You never mark an invoice “Paid” by hand.
An invoice has two workflow states: Draft and Published. Payment status is calculated automatically from the receipts you record and allocate.
| Draft | Workflow | Still being prepared. Not visible to the client. |
|---|---|---|
| Published | Workflow | Issued and final. Ready to share. |
| Unpaid | Payment | No receipts allocated yet. |
| Partially Paid | Payment | Receipts cover part of the total. |
| Paid | Payment | Allocated receipts cover the full total. |
| Overdue | Automatic | Published, unpaid and past its due date. |
Live example
RECEIPTS & STATEMENTS
Every payment, against the right invoice.
- Record a payment and allocate it to one or several open invoices.
- Record a walk-in cash sale in one step.
- Customer statements show a running balance across invoices, receipts and credit notes.
- Download receipts as PDF.
RECURRING INVOICES
Included in every planSet it once. Bill on schedule.
- Weekly, monthly or quarterly
- Start date and optional end date
- Generated automatically on schedule
CREDIT NOTES
Included in every planCredits that stay linked.
- Partially or fully offset an invoice
- Linked to the original invoice
- Reduces the outstanding balance
SETTINGS & AUTOMATION
Your defaults, applied every time.
CONNECTED TO YOUR BOOKS
Nothing is entered twice.
With the Bookkeeping add-on, every published invoice and receipt posts a journal entry automatically (Debit Accounts Receivable, Credit Revenue and VAT Output). Without the add-on, invoices still work normally.
| Account | Debit | Credit |
|---|---|---|
| Accounts Receivable | €1,713.60 | |
| Revenue | €1,440.00 | |
| VAT Output | €273.60 |
FAQ
Invoicing questions.
Do clients need an account to view an invoice?
No. Share a public link and your client can view and download the invoice without logging in.
How do I record a payment?
Record a receipt and allocate it to one or several open invoices. The payment status updates automatically.
Can I issue refunds or credits?
Yes. Issue a credit note to partially or fully offset an invoice. It stays linked to the original and reduces the outstanding balance.
Can I automate recurring invoices?
Yes. Choose weekly, monthly or quarterly, set a start date and optional end date, and invoices are generated on schedule.
CRM, Invoices, Services, Tasks and AI Discovery are included in every plan. Bookkeeping, Proposals, Appointments, Campaigns and the AI tools are add-ons you can switch on whenever you need them.
ONE CONNECTED WORKSPACE
Run your whole business from one place
One focused workspace for the work that keeps your business moving.