• Create, send, and get paid on an invoice

  Create and email a branded invoice, record payments, set your invoice numbering, and manage drafts and voids.Popular

• Receipts: upload, match, and your storage limit

  Upload or email a receipt, match it to a transaction, and what the 1 GB storage limit covers.Some readers

• Bills: track what you owe and match bank payments

  Enter vendor bills, record payments, and match the bank transaction that already paid a bill so cash is never counted twice.Some readers

• Get paid by bank on your invoices

  Let customers pay a USD invoice from their bank, and how that payment shows up in your books.Some readers

• Recurring invoices and payment reminders

  Create invoices on a schedule and let polite reminder emails chase unpaid invoices until they are paid.Some readers

• Customers, vendors, and products & services

  The three lists behind your invoices and bills, and what the vendor 1099 column means.Few readers

• Invoice settings: numbering, logo, and wording

  Continue your existing invoice numbers, add your logo, and set the terms every invoice starts with.Few readers

• Estimates: quote it, then turn it into an invoice

  Send a quote your customer can accept or decline, then convert it to a draft invoice in one click.Few readers

• Email receipts into BooksGPT

  Forward receipts to your workspace's email address and they are read and matched to bank transactions automatically.Few readers

• Vendor Bill Inbox and matching bank payments to Bills

  Upload or forward a vendor Bill, review it, create a draft, then match the bank payment. BooksGPT does not pay the vendor.Few readers

• Upload a spreadsheet of invoices

  CSV or Excel. One row becomes one draft, except a Xero invoice export, which is read as whole invoices. Preview before you import. Nothing is sent.Few readers

• Recurring bills: rent, insurance, and subscriptions

  Enter a vendor bill once, then BooksGPT creates the next ones on a schedule. Start from spending suggestions, Make recurring, or a paused QuickBooks template.Few readers

• Pick invoices to import from QuickBooks

  Pick which QuickBooks invoices to add as documents after your books are already imported. A fully paid invoice can be imported when QuickBooks shows a zero balance and the A/R aging on your books date does not list it. Amount already paid follows that date. A payment in those books and also recorded in BooksGPT is counted twice.Few readers

• Send a customer statement

  One sheet per customer showing every open invoice and how late each one is.Few readers

• Payment terms: set them once per customer or vendor

  Every customer pays on their own schedule. Set their terms once and BooksGPT fills in the due date on every new invoice you write them. Vendors work the same way for the bills you owe. Set a customer's terms Open All pages in the left sidebar, then under Sales click Customers. Click the customer, then click Edit. Choose their Payment terms. Click Save changes. ![The Payment terms field on a customer, set to Net 7]Few readers

• Issue a credit memo

  Reduce what a customer owes without rewriting the original invoice or recording cash.Few readers

• Email invoices into BooksGPT

  An invoice records a sale: what you did or sold, and the money the customer now owes you. If you make some invoices outside BooksGPT, in a job app, a spreadsheet template or a word processor, those sales still belong in your books. Forward the invoice to your workspace's invoice inbox and BooksGPT reads it and fills in an invoice for you to check. It becomes a draft only when you save it, and nothing is sent to your customer or recorded until you say so. Your sales land in your books without reFew readers

• Fill missing payment terms from QuickBooks

  Imported customers and vendors can land with no payment terms. Fill missing ones from QuickBooks without re-importing or changing the ledger.Few readers

• Create an invoice draft from a PDF or photo

  Upload one PDF, JPEG, or PNG. Review every field. Save an unsent draft. Nothing is sent or posted.Few readers

• Vendor credits: record and apply a supplier credit

  A vendor credit is money a supplier owes you. It can be a credit memo for a return or an overcharge, or a prepayment you made and have not used yet. Applying it to an open Bill settles part of what you owe without moving cash. A vendor credit is not a payment. Recording or applying one moves no cash and books no second expense. Record a credit memo Open All pages in the left sidebar, then under Purchases click Vendor credits. 2Few readers

• Change, void, or delete an invoice

  Change an invoice you already posted, void it, or delete it.Few readers

• Write and print checks

  Pay bills by check or write a check for an expense, print on your check paper, and keep your bank balance right until each check clears.Few readers

• Add headings, subtotals, and a shipping address to an invoice

  Add a heading, your payment details, a subtotal, or a shipping address to an invoice without changing its total.Few readers

• See whether an invoice was delivered or opened

  See whether an invoice email was sent, delivered, delayed, or bounced, and whether the invoice link was opened.Few readers

• Attach receipts and files to an invoice

  Attach receipts or other files to an invoice, choose which ones go with each email, and download the invoice with its files as one PDF.Few readers