Q: anything other than invoices

It mentions invoices repetitively, but can I send Purchase Orders? Can it track my billable time? Can I connect my credit card/bank accounts for my bookkeeper? Does it give annual reports needed for taxes? Is there any chance of AI?
Thanks

Bri007PLUSNov 23, 2024
Founder Team
Ay_

Ay_

Jan 22, 2025

A: Hello!!

Yes, you can manage other documents. We provide a header field where you can use names like "Invoice", "Tax Invoice", etc. The same applies to estimates - for example, "Estimate", "Quote", etc. For reports, yes, we support them (General Ledger, Tax Summary, etc.) and you can create reports with custom intervals: https://invoiless.tawk.help/article/reports

For transactions (income & expenses), we currently support import from CSV files. As for bank connection, it's a feature on our roadmap: https://invoiless.com/roadmap

For feature requests, please join our community. We have a dedicated channel for feature requests: https://invoiless.com/community

Thanks! 😊

Share
Helpful?
Log in to join the conversation
Posted: Nov 29, 2024

questions appreciated, as I'm wondering the same!

Founder
Posted: Jan 22, 2025

Thanks for the follow-up! I missed that question before. I've answered it now! 🙌

Related questions
View product details