Build an invoice in a minute, email it as a branded PDF, and see the moment it's paid. Bill a retainer monthly and it sends itself. No separate accounting subscription.
Every invoice and receipt renders as a clean PDF with your business details on it. Email it straight from the dashboard, with CC and BCC if a bookkeeper needs a copy.
Set an invoice to repeat monthly on the day you choose, with an optional end date. Shopolo generates and sends each one on schedule — retainers bill themselves.
Mark an invoice paid by cash, card, bank transfer, or other, with a reference number against it. Marked something too early? Unmark it and it reverts.
Two separate document types with their own numbering — a request for payment, and proof one was made. Issue a receipt from a paid invoice without retyping anything.
Add your customer, then line items with quantity and unit price. Set a due date, apply a discount, and flag which items are taxable — the subtotal, tax, and total calculate as you go.
Shopolo generates a branded PDF and emails it to your customer. Add CC and BCC recipients if an accountant or partner needs a copy. The status moves from draft to sent.
When the money lands, mark the invoice paid and record the method — cash, card, or bank transfer — with a reference. The paid date is stamped automatically.
For ongoing work, set the invoice to repeat monthly on a chosen day. Shopolo raises and sends the next one on schedule until the end date, so retainers never need chasing.
Anywhere the work happens first and payment follows, an invoice beats a card reader. The most common cases:
Create the invoice in your dashboard, add line items with quantities and unit prices, then hit send. Shopolo generates a branded PDF and emails it to your customer, with optional CC and BCC recipients. The invoice moves from draft to sent automatically.
Yes. Set an invoice to repeat monthly and pick the day of the month it should go out. Shopolo generates and sends each new invoice on schedule until the end date you set — ideal for retainers, memberships, and maintenance contracts.
An invoice is a request for payment with a due date. A receipt is proof that payment was received. Shopolo handles both as separate document types, each with its own numbering, so your records stay clean.
Mark it paid from the dashboard and record how you were paid — cash, card, bank transfer, or other — along with a reference number. If you mark something paid by mistake, you can unmark it and the invoice returns to its previous status.
Yes. Set a tax rate per invoice and flag which line items are taxable, and apply a discount to the subtotal. Shopolo calculates the subtotal, tax, and total for you.
Invoicing is included in the Growth and Pro plans. Every plan starts with a 30-day free trial, so you can send real invoices before paying anything.
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