Documentation
How to create invoices, set up recurring billing, and track payments
Getting started
Create an account
Sign up for InvoiceBloom and set up your business profile with your logo, address, and payment details
Create your first invoice
Click "New Invoice" from your dashboard, add line items, set due dates, and customize your invoice template
Add client details
Enter your client's name, email, and billing address. Save them to your client list for faster future invoicing
Send & track payment
Send the invoice via email or share a payment link. Track when it's viewed, paid, or overdue
The InvoiceBloom dashboard -- your revenue, invoices, and clients at a glance
Core features
Invoice builder
Create invoices with your branding. Add line items, discounts, taxes, and custom notes. Choose from multiple templates.
- Customizable templates
- Logo & brand colors
- Discounts & line-item notes
Recurring invoices
Automate billing for retainer clients and subscription services. Set schedules — weekly, monthly, or custom — and invoices send themselves.
- Flexible billing cycles
- Auto-send on schedule
- Pause or cancel anytime
Multi-currency support
Invoice clients in their local currency. InvoiceBloom supports 100+ currencies with automatic exchange rate updates.
- 100+ currencies supported
- Live exchange rates
- Per-client currency defaults
Payment tracking
Know exactly who has paid, who owes, and who is overdue. Send automatic payment reminders and accept payments via Stripe or PayPal.
- Stripe & PayPal payments
- Automated overdue reminders
- Payment status dashboard
Tax management
Configure tax rates per region or client. Apply VAT, GST, or sales tax automatically and generate tax summary reports for filing.
- VAT, GST & sales tax
- Auto-apply per client or region
- Tax summary reports
PDF export
Download any invoice as a formatted PDF. Send as an attachment or share a link clients can view in their browser.
- One-click PDF download
- Branded PDF layouts
- Secure shareable link
Common questions
How do I create my first invoice?
After signing in, click "New Invoice" from your dashboard. Add your client details, line items with descriptions and amounts, set a due date, and click "Send". Your client receives a branded email with a payment link.
How do I set up recurring billing for retainer clients?
Open any invoice and click "Make Recurring". Choose your billing cycle (weekly, bi-weekly, monthly, or custom) and InvoiceBloom will automatically generate and send new invoices on that schedule.
Which currencies are supported?
InvoiceBloom supports 100+ currencies including USD, EUR, GBP, CAD, AUD, JPY, and more. You can set a default currency for your account and override it per client or per invoice.
How do clients pay their invoices?
Clients receive an email with a "Pay Now" link that opens a secure payment page. They can pay by credit or debit card via Stripe, or by PayPal. You can also record manual payments (bank transfer, cash) directly in the dashboard.
How do I configure tax rates?
Go to Settings → Taxes and add your tax rates (e.g., 20% VAT, 10% GST). You can then apply a tax rate to individual line items or set a default tax rate that applies to all invoices for a specific client.