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InvoicePro

Smart invoicing, client management, reporting and online payments in one place.

Secure Password Reset

Enter your username or email. A 6-digit verification code will be sent by SMS to the mobile number saved for your user.

Enter the 6-digit code received by SMS. After verification, a temporary password will be emailed to your saved email address.

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InvoicePro

Web Billing System · V50

Dashboard

Live business overview, invoice status, and communication activity.

Loading date... --:-- Timezone

Invoice Status

Paid vs unpaid

Communication Activity

Sent messages

Last 6 Months

Invoice count and sales total

Clients

The form stays closed until you need to add a new client.

Add New Client

Client List

Products

Saved items stay collapsed until you add a new item.

Add New Product / Service

Saved Items

Create Invoice

No client selected yet.

Client not found — create new client

Discount is applied to the subtotal before service charge and HST/tax.

Service charge is calculated as a percentage of the invoice subtotal before tax.

Select a client to see available credit. Credit is applied after invoice total and the customer can pay only the remaining balance.

Line Items

Saved products/services will load here.

You can also choose a saved item inside each row, or leave it as Manual item and type a custom description.

Saved itemDescriptionQtyPrice

      

Recurring Invoices & Reports

New Recurring Invoice

Recurring service charge is calculated as a percentage of the generated invoice subtotal before tax.

Recurring Line Items

Saved itemDescriptionQtyPrice

Recurring Templates & Generated Invoice Report

Reports

Invoice Filters & Excel Export

Filter the displayed report and export a complete Excel report by payment status and invoice date range.

Includes client details, invoice number, status, paid date, Square/payment details, totals, invoice link, notes, and line items.

Backup & Restore

Data Protection

Download Backup

Creates a full ZIP backup including database records and uploaded files such as invoice logos. Available for Admin and Super Admin.

No backup downloaded yet.

Restore Backup

Super Admin only. Restoring replaces the current database records and uploaded files with the selected backup.

Select an InvoicePro backup ZIP file.

Recommended Backup Routine

Download a backup before every version update and keep at least one recent copy outside the server. Restore is intentionally limited to Super Admin for safety.

My Account

Profile

Username

Full Name

Email

Role

Change Password

Settings

Company & Invoice Settings

Used for invoice links, SMS/email links, and Square redirect/webhook URLs.

This text will appear at the bottom of every invoice and will be included when printing or saving as PDF.

Default Service Charge

Example: 2.65 means 2.65% of the invoice subtotal before HST/tax.

Date / Time Settings

Examples: America/Toronto, America/New_York, UTC

Square Payment Settings

Copy the Webhook URL into Square Developer. Events: payment.created, payment.updated, order.updated. The URL and signature key are now editable/clearable.

Email / SMTP Settings

A CC copy of invoice emails and reminder emails will be sent to this address.

SMS / Twilio Settings

Client phone numbers should include country code for reliable delivery, e.g. +14165551234.

Email & SMS Message Templates

Available placeholders: {client_name}, {invoice_number}, {original_invoice_number}, {credit_number}, {amount_due}, {refund_amount}, {return_method}, {refund_status}, {customer_credit_balance}, {return_reason}, {cancel_reason}, {status}, {invoice_link}, {credit_link}, {company_name}, {company_email}, {company_phone}, {current_date}

Invoice Message

Payment Reminder

Return / Refund / Customer Credit

Invoice Cancellation

User Management

Create User

Users