Invoicing

It's time to get paid

Invoicing becomes a breeze with Traedi's built-in invoicing capabilities, allowing you to effortlessly generate and send professional invoices to your clients. With customizable templates and automated tracking, Traedi ensures accurate and timely invoicing for smooth financial management of your jobs.

  • Smart defaults to ensure that you can quickly create and customize invoices with predefined options, saving you time and ensuring consistency in pricing and item categorization.
  • Create from quote save time by quickly creating an invoice from the quote, copying across all the line items and details.
  • Custom branding allows you to showcase your unique identity by customizing the platform with your logo, color scheme, and personalized message, creating a cohesive and professional impression for your clients.

Experience the future of invoicing with Traedi. With a user-friendly customer portal, seamless accounting integration, and support for online and in-person payments, you can streamline your financial operations. Customize invoices with diverse line item types to showcase your professionalism. Elevate your invoicing game with Traedi.

Integrations

Accounting made easy

Invoicing becomes a breeze with Traedi's built-in invoicing capabilities, allowing you to effortlessly generate and send professional invoices to your clients. With customizable templates and automated tracking, Traedi ensures accurate and timely invoicing for smooth financial management of your jobs.

  • Xero streamline your tax preparation for your business with Xero integration, enabling seamless transfer of financial data from Traedi to Xero, simplifying your tax time and ensuring accurate and efficient financial reporting.
  • Quickbooks Simplify your financial management by seamlessly integrating Traedi with QuickBooks, allowing for seamless transfer of data, streamlining accounting processes, and ensuring accurate and efficient bookkeeping for your business.
  • Stripe accelerate your payment process and get paid faster by leveraging Stripe's seamless online payment integration within Traedi, ensuring a swift and secure transaction experience for both you and your clients.
  • Square accept in-person payments with Square integration, allowing you to securely process transactions on-the-go and conveniently manage payments within Traedi.

Customer portal

What your customers see

The customer portal in Traedi empowers clients to effortlessly access and review their invoices in a secure and intuitive online environment, enabling convenient payment management while ensuring transparency and clarity in financial transactions.

  • Beautifully designed Create stunning PDF documents with Traedi, showcasing your job details, estimates, and invoices in a visually appealing and professional format that reflects the quality of your work.
  • Available online Enhance customer convenience and accessibility by making invoices available online through the customer portal, allowing clients to view and download their invoices at their convenience, streamlining communication and payment processes.
  • Payment reminders Reduce the need for manual follow-ups by automating payment reminders, ensuring that your clients are promptly notified of upcoming and overdue payments, and allowing you to focus on other aspects of your business.

How to

Lets create an invoice

  • Navigate to the invoices by clicking on "Invoices" in the sidebar OR click on "Create Invoice" from within a job.
  • Select the customer you wish to invoice, invoice date and due date.
  • Add the items you wish to invoice for. You can create template your own line items or select from a list of predefined line items.
Get started