Invoicing & Billing
Getting paid on time and managing cash flow.
The Invoice Generator
Getting paid shouldn't be a hassle. Delivami's invoice generator is deeply integrated with your Client CRM and your Projects, allowing you to bill for deliverables in seconds.
Creating an Invoice
- Navigate to the Invoices tab and click New Invoice.
- Select Client: Their billing details and tax information will auto-populate.
- Add Line Items: Describe the services rendered, the quantity (or hours), and the rate.
- Attach to Project: (Optional) Link the invoice directly to a specific Project so the files remain locked until the invoice is paid.
- Set Due Date: Choose Net 15, Net 30, or a custom due date.
Multi-Currency & Taxes
Working with international clients?
You can change the currency of any invoice. Delivami supports over 135 currencies. If you have international tax obligations (like VAT in Europe), you can add a global Tax Rate in your Settings, and it will automatically calculate on every invoice.
Automated Reminders
Chasing unpaid invoices is awkward. Let Delivami do it for you.
When creating an invoice, toggle on Automated Reminders. You can set a schedule (e.g., 3 days before due, on due date, 7 days overdue). Delivami will send polite, automated emails to the client reminding them to pay, complete with a direct payment link.
Automated Reminders will instantly stop as soon as the invoice is marked as Paid or the client completes payment via the built-in portal.
Partial Payments & Milestones
For large projects, you may want to split the bill (e.g., 50% deposit upfront, 50% on completion).
Instead of creating two separate invoices, you can use Milestone Billing. Inside the invoice editor, click Add Payment Schedule. You can require a 50% deposit immediately to unlock the project, and schedule the remaining balance for a later date.