Invoicing in Breely lets you create, send, and track professional invoices for your clients. You can add line items, apply discounts or fees, set due dates, accept online payments, and set up automations that trigger when invoices are sent, paid, or become overdue.

Every invoice moves through a lifecycle of statuses:

Once an invoice has been paid, it can no longer be edited.

Enable "Invoices" under Features & Integrations > Breely Features first to show the Invoices section in the navigation.

Select the client this invoice is for. You can pick an existing client or enter a new one. A client is required before you can send the invoice.

Each invoice is automatically assigned an incrementing number. You can override this with a custom number if needed. If left blank, the next available number will be used.

Set when payment is expected. This defaults to the number of days configured in your invoice settings (see Settings below). Set it to today's date if the invoice is due on receipt.

Add items to your invoice. Each line item has:

The total for each line item is calculated as Quantity × Unit Price.

When adding a line item, you can search from your Saved Line Items library (see the Line Items tab on the Invoices page) to quickly populate the name, description, quantity, and price.

You can optionally add adjustments that are applied to the invoice subtotal:

Each adjustment can be either a fixed amount (e.g., $25.00) or a percentage of the subtotal (e.g., 10%).

Go to the Settings tab on the Invoices page to configure:

Set the default number of days from the creation date that invoices are due. For example, setting this to 30 means new invoices will default to being due 30 days after creation. Setting this to 0 means invoices will default to "due on receipt" (due immediately).

Click the Styles button at the top of the Invoices page to customize the appearance of your invoices:

These styles apply to all invoices for your business.

Go to the Line Items tab on the Invoices page to manage a reusable library of line items. When creating an invoice, you can quickly search and select from these saved items instead of typing them from scratch each time.

Go to the Automations tab on the Invoices page to set up automated actions. You can trigger automations based on three events:

Common uses for automations include:

Automations support email actions. You can use merge tags in your email subject and body to include dynamic invoice information such as {Invoice Number}, {Invoice Total}, {Due Date}, {Invoice Status}, {Client Name}, and more.

When an invoice is sent via an automation email, a PDF copy of the invoice is automatically attached to the email.

Clients can pay invoices online if you have a payment processor connected (Stripe or Square). There are no extra fees for invoices, you'll only pay your typical credit card processing fees from Stripe or Square. When a client receives the invoice email, they can click through to view the invoice and pay using the Pay button.

You can also record a manual payment from the invoice edit page by clicking Make a Payment. This is useful for payments received outside of Breely (e.g., cash, check, or bank transfer).

From the invoice list, click the menu (three dots) on any invoice and select Download PDF to download a PDF copy of the invoice.

From the invoice list menu, you can Duplicate an invoice to create a new draft with the same line items, client, and settings. The duplicated invoice will receive a new invoice number and due date.

To accept online payments on invoices, you need to connect either Stripe or Square in your business's Payments integration settings. Once connected, clients viewing your invoice will see a "Pay" button where they can enter their payment information.