# Online Invoicing

> Easily Create, Share and Manage Your Invoices.

PineBill's online invoice generator lets freelancers and small teams create professional PDF invoices in seconds — bill by the hour or by product, in your own currency and 12 languages, with automatic invoice numbering and four templates to choose from. Send each invoice by email, or as a secure share link with password protection, an expiry date and a view limit. Turn on reminders and PineBill follows up for you.

## Invoice builder

- **Templates** — Four professional designs — Standard, Bold Professional, Mono and Startup Modern. Choose one per invoice, or set your default once.
- **Components & custom fields** — Every invoice is structured for you: header, line items, totals and payment details. Add custom term fields wherever you need them.
- **Document footer** — A rich footer on every page of the PDF, shared by invoices and estimates. Legal notes, bank details or a simple thank-you.
- **Settings & numbering** — Control how invoice numbers are generated and set the defaults for new invoices. Owners configure it once for the organization.

## Customers & Products

Save who you bill and what you sell once — then build every invoice after it from records instead of retyping.

### Bill someone once, keep them forever

A customer record holds everything an invoice needs — billing address, tax and VAT numbers, contact email — so the next invoice is a two-click job.

- Name and a unique Customer ID required; everything else optional
- Email, phone, address, ZIP, country, website, Tax ID / VAT and timezone
- Pick a customer and their details fill the invoice header
- Import up to 5,000 customers from a CSV, with column mapping and a preview

### A catalog your line items come from

Save each product or service with its price and model number, group them into categories, and drop them onto an invoice without retyping a price.

- Name and a price above zero required; model / SKU and description optional
- Group into categories, and filter the catalog by them
- Custom properties for whatever else you track — text, number, yes/no, list or date
- Import up to 5,000 products from a CSV, same four-step wizard

## Invoice Sharing

Email it with a note, or hand over a link you control. Either way, you see the moment they open it.

### Send it straight to their inbox

Your invoice goes out as a professional email with the PDF attached and a secure link to view it online. Add a personal note and it rides along.

- PDF attached automatically, every send
- Custom note, up to 500 characters
- Get alerted the moment they open the invoice link
- Every send and click logged in Email History

### Or hand them a link you control

Create as many share links as an invoice needs, and decide how long each one lives. Your client just clicks and reads — no account, no login.

- Password protection, 4 characters minimum
- Expires in 1 hour, 1 day or 1 week — or never
- Cut it off after a set number of views, up to 10,000
- See the view count and when it was last opened

## Payment Reminders

Turn them on once and PineBill does the chasing — then stops the moment your client pays.

PineBill follows a fixed three-step schedule around the due date. You pick who hears from it and when — it handles the rest, and every reminder lands in Email History with the original invoice.

- Three reminders: 7 days before due, on the due date, 7 days after
- Up to 5 recipients — your customer's email is filled in for you
- Pick the send hour and timezone, so it lands in their working day
- Attach the invoice PDF to every reminder
- Paid or cancelled? Pending reminders cancel themselves

## Recurring Invoices

Set the schedule once and PineBill raises every invoice for you — and emails each one the moment it's made.

Pick a customer, the products and a schedule, and PineBill generates each invoice at the time you set — weekly through yearly, on the days you choose. Every run is logged, and you can pause, resume or cap it whenever you like.

- Weekly, biweekly, monthly, quarterly or yearly — with multiple anchor days
- Auto-send each generated invoice to one or more recipients
- Full run history — every invoice logged Success, Failed or Skipped
- Run indefinitely, until a date, or for a set number of invoices
- Pause and resume without losing the setup; assign it to an employee

## Built for how you actually bill

Five ways teams invoice with PineBill — and the mode each one uses.

### Freelance Consultant — Hourly Mode

Bill by the hour across different service types — consulting, strategy, implementation — each at its own rate, with the time tracked in the line description.

Example: 8 hrs × $150 + 2 hrs × $200 = $1,600

### Agency — Product Mode

Project-based billing with the invoice assigned to an account manager, custom fields for project IDs, and a discount on the whole scope.

Example: $5,000 + $1,500 + $800 − 10% discount = $6,570

### E-commerce Business — Product Mode

Invoice product sales straight from your catalog, with SKUs, product photos, shipping costs and tax worked out for you.

Example: 5 × $25 + 10 × $15 + tax + shipping = $317.50

### Professional Services — Hourly Mode

Mixed billing: tracked hours alongside fixed fees added as temporary items, on professional Net 30/60 terms.

Example: 4.5 hrs × $300 + 2 hrs × $250 + $150 fee = $2,000

### Retail / Wholesale — Product Mode

Bulk orders off a wholesale price catalog, with quantity-based discounts and delivery dates on the document.

Example: 100 × $12.50 + 50 × $8 − 5% + shipping = $1,617.50

## Frequently asked questions

### Can I bill by the hour as well as by product?

Yes. The builder has two modes. Hourly Mode bills time at a rate — different service types can each carry their own rate. Product Mode bills items from your catalog with SKUs, tax and shipping. You pick the mode per invoice.

### Does PineBill mark invoices as overdue automatically?

No, and that's deliberate. Every status change — Draft, Sent, Paid, Overdue, Cancelled — is one you make yourself. Nothing moves behind your back, so the status you see is always the one you set.

### Will I know when my client opens the invoice?

Yes. Every click on the 'View Invoice' link in your email is recorded, and you get a notification the moment it happens. Share links track their own view count and when they were last opened. To be precise: we track opens of the invoice itself, not opens of the email — there's no tracking pixel in your customer's inbox.

### Can I control who sees an invoice I've shared?

Yes. Any share link can carry a password (four characters minimum), an expiry of an hour, a day or a week, and a view limit of up to 10,000. A link with no expiry is permanent and public — and once you've made one for an invoice, you can't add expiring links to that invoice later.

### Can I change the reminder schedule?

The schedule itself is fixed at three steps: 7 days before the due date, on the due date, and 7 days after. What you choose is who gets them (up to 5 recipients), what hour and timezone they land in, and whether the PDF rides along. If the invoice is paid or cancelled, the pending reminders cancel themselves.

### How many invoice templates do I get?

Four: Standard, Bold Professional, Mono and Startup Modern. Choose one per invoice, or set your default once and forget about it.

### Who can change invoice numbering and settings?

Only organization owners. Invoice numbering and the defaults for new invoices are configured once for the whole organization, so your numbering stays consistent no matter who on the team raises the invoice.

### Can PineBill send the same invoice on a schedule?

Yes. Set up a recurring invoice with a customer, products and a schedule — weekly, biweekly, monthly, quarterly or yearly, on the days you choose — and PineBill generates each invoice at the time you set, emailing it automatically if you like. Every run is logged as Success, Failed or Skipped, and you can pause, resume, or cap it at an end date or a number of invoices.

### Can I try it without signing up?

Yes — the free invoice generator makes a professional PDF with no account at all. Signing up adds the things a tool can't: saved customers and products, sharing, reminders, and a record of everything you've billed.

## Links

- [Online Invoicing](https://www.pinebill.app/features/invoicing): this page.
- [Free Invoice Generator](https://www.pinebill.app/tools/invoice-generator): create an invoice with no account.
- [Pricing](https://www.pinebill.app/pricing): plans and pricing.
- [Documentation](https://www.pinebill.app/docs/invoices): full invoicing documentation.
- [Sign up](https://www.pinebill.app/auth/signup): start a 7-day free trial, no credit card required.
