Q: Separate email addresses for quotes and invoices, employee expenses report
Hi Ay_, I'm testing Invoiless and can't seem to set separate email addresses for quotes and invoices (e.g., accountspayable for invoices). Is this a limitation? Also, for tracking employee expenses (business, travel, etc.), the report only shows one "Customer" at a time. How can I track all employees together, and will "Employee" contacts be added soon?
We don't currently offer separate emails for quotes and invoices (you have one send-from email–either our default email or your own via SMTP), but we may expand our SMTP integration to support this.
For expense tracking, reports currently only support customer-type selection. However, we're working on a providers module, which will include provider filtering in the future.
-Can your tool import expenses /income manually through CSV, excel, PDF upload? -Can your tool create reports like Balance Sheet/Income statement, Cashflow etc? -Apart from businesses can I use this too track my personal income and expenses? -Does it have webhook, integrations available with other tools apart from Stripo or ability to connect to banks? -Automation available e.g sending automated invoice if a customer purchases online?
- Yes, we support imports from CSV, and you can also use our API for more advanced cases.
- Yes, we support reports: https://invoiless.tawk.help/article/reports
- Why not! You can create a new property (here's how: https://invoiless.tawk.help/article/how-to-create-a-new-property) and use it as a personal finance manager to track expenses, income, etc. You can...
Thank you so much for the detailed answers :) -imports from csv, excel, pdf for example does your tool automatically categories the transactions by income and expense? also if so is it using AI to categorize? for the reports I see 5 types are supported, any plans to add balance sheet, cashflow statements too? -The invoice automation I guess that can probably work through Make too instead of N8n?
- Expenses and income are separate, so you need to choose the type before importing your data. - Regarding reports, yes, we plan to add more after our v2 release. - Yes, you can use any of the popular automation tools—n8n, Make, Pabbly, etc.
Q: European Union, Requirements
Does the software meet the requirements for electronic invoicing required in the European Union? If so, is there a certificate confirming this?
A: We have many users from the EU who use Invoiless daily without any issues. If you encounter any specific requirements or notice any missing features, feel free to reach out to our support team for assistance. 😊
A: Yes, we currently have one tier. However, you can purchase multiple codes and redeem them in your account. You’ll need to create a new business inside your account (here’s how: https://invoiless.tawk.help/article/how-to-create-a-new-property), then redeem the code. If you need help, feel free to open a support ticket! 😊
A: Yes, we support over 150 currencies. As for invoice series, it’s flexible—you can change the number from the invoice builder, and the next invoice will follow that. We also have a feature request to customize the number per client or scope, and we’ll be adding that soon. 🔥
Q: Separate email addresses for quotes and invoices, employee expenses report
Hi Ay_, I'm testing Invoiless and can't seem to set separate email addresses for quotes and invoices (e.g., accountspayable for invoices). Is this a limitation?
Also, for tracking employee expenses (business, travel, etc.), the report only shows one "Customer" at a time. How can I track all employees together, and will "Employee" contacts be added soon?
Ay_
Apr 3, 2025A: Hello!
We don't currently offer separate emails for quotes and invoices (you have one send-from email–either our default email or your own via SMTP), but we may expand our SMTP integration to support this.
For expense tracking, reports currently only support customer-type selection. However, we're working on a providers module, which will include provider filtering in the future.
Please...
Share Invoiless
Q: Questions for you:
-Can your tool import expenses /income manually through CSV, excel, PDF upload?
-Can your tool create reports like Balance Sheet/Income statement, Cashflow etc?
-Apart from businesses can I use this too track my personal income and expenses?
-Does it have webhook, integrations available with other tools apart from Stripo or ability to connect to banks?
-Automation available e.g sending automated invoice if a customer purchases online?
Ay_
Mar 26, 2025A: Hello!
All great questions!
- Yes, we support imports from CSV, and you can also use our API for more advanced cases.
- Yes, we support reports: https://invoiless.tawk.help/article/reports
- Why not! You can create a new property (here's how: https://invoiless.tawk.help/article/how-to-create-a-new-property) and use it as a personal finance manager to track expenses, income, etc. You can...
Share Invoiless
Thank you so much for the detailed answers :)
-imports from csv, excel, pdf for example does your tool automatically categories the transactions by income and expense? also if so is it using AI to categorize?
for the reports I see 5 types are supported, any plans to add balance sheet, cashflow statements too?
-The invoice automation I guess that can probably work through Make too instead of N8n?
- Expenses and income are separate, so you need to choose the type before importing your data.
- Regarding reports, yes, we plan to add more after our v2 release.
- Yes, you can use any of the popular automation tools—n8n, Make, Pabbly, etc.
Q: European Union, Requirements
Does the software meet the requirements for electronic invoicing required in the European Union? If so, is there a certificate confirming this?
Ay_
Mar 26, 2025A: We have many users from the EU who use Invoiless daily without any issues. If you encounter any specific requirements or notice any missing features, feel free to reach out to our support team for assistance. 😊
Share Invoiless
Q: Unlimited companies
Hi. Do yo have any tier contemplating unlimited companies and unlimited users?
I can only see one Tier
Thanks in advance
Ay_
Mar 26, 2025A: Yes, we currently have one tier. However, you can purchase multiple codes and redeem them in your account. You’ll need to create a new business inside your account (here’s how: https://invoiless.tawk.help/article/how-to-create-a-new-property), then redeem the code. If you need help, feel free to open a support ticket! 😊
Share Invoiless
Two days and waiting for reply.... Bad thing...
Q: Multi currency and multi serisl
Jo. Is it possible to habe multi currency??
Is it añso possible to have more than onecseries of invoices for the same company?
Thanks in advance
Ay_
Mar 26, 2025A: Yes, we support over 150 currencies. As for invoice series, it’s flexible—you can change the number from the invoice builder, and the next invoice will follow that. We also have a feature request to customize the number per client or scope, and we’ll be adding that soon. 🔥
Share Invoiless
Two days and no comments!!!!