Your past invoices
Free shows the newest 5 invoices. Older ones stay hidden and come back with Pro. History lives in this browser only. Clearing browser data deletes it. PaidPilot does not keep a copy.
CSV, JSON backup, and the monthly summary are Pro.
How the invoice generator works
You fill the form on the left. The page on the right is the invoice. Download invoice (PDF) opens the browser print dialog so you can choose Save as PDF. PaidPilot does not receive the file.
- Add your business, or keep the name already saved in this browser.
- Add the client, the lines, a tax percent, and a due date.
- Turn on a payment QR only if you want a scan-to-pay code next to the total.
What is saved
If you use the page, it can store a business profile in this browser: name, details, currency symbol, logo, payment methods, paid or unpaid, and the payment QR setting. Downloading an invoice also keeps a copy in this browser's invoice history. Free shows the newest 5. Older invoices stay hidden and come back with Pro. Clearing browser data deletes that history. PaidPilot does not keep a copy. Client names and line items for a trade preset can sit in a session draft until you reload. Routing numbers are not part of this page. The logo must be under 1.5 MB. The currency box is a symbol, not a conversion. Tax is the percent you type.
Limits
There is no account and no monthly cap in the product. The optional "Made with PaidPilot" line starts on. Uncheck it and the line is left off. There is no fee to remove it. A payment QR is off until you enable it. PayPal.Me can include the total. Cash App and Venmo links follow the profile URL those companies document, without an amount added here. Zelle has no universal link, so you paste what your bank gives you.
Need a different starting point? The template pages open this generator with sample lines for a trade. An estimate or a quote can be converted into this form once. A receipt is for money you already have.
A blank invoice, filled in
A new invoice with nothing saved in this browser starts with one empty line and tax at 0. Say you add Consulting services at quantity 10 and $120, and Setup & onboarding at quantity 1 and $250. The subtotal is $1,450.00. The invoice number counts up from INV-1001. Download invoice (PDF) opens the browser print dialog. PaidPilot does not receive the file.
Tax is the percent you type, times that subtotal. At 8 percent, tax is $116.00 and the total is $1,566.00. The page does not look up a rate. The currency box is a symbol, starting at $, and it does not convert money.
What each field is for
- Template. Blank, or a trade preset that replaces the lines. A preset can keep a draft in this browser until you reload.
- Logo. Optional. It has to be under 1.5 MB. It stays in this browser with the business profile.
- Your business and your details. The name and the address, email, or phone that print on the invoice.
- Client name, client email, client address. The client name and details print on the invoice. The client email is saved with a trade-template draft. This page does not send mail; Pro can open your own mail app. For the wording of a chase, use the payment reminder generator.
- Invoice number and due date. The number counts up from INV-1001 and is under More options. The due date prints as a short date. Empty, it shows a dash.
- Line items, tax, currency. Amount is quantity times rate. Tax is a percent of the subtotal. Currency is the symbol in front of the numbers.
- Notes. Payment terms, or anything else you want under the total.
- Payment status. Unpaid, or Paid. Paid changes the total label to Total Paid.
- Accepted payment methods. The names you turn on print under the total.
- Payment QR. Off until you turn it on. PayPal.Me can include the total. Cash App and Venmo use the profile link, without an amount added here. Zelle has no universal link, so you paste the one your bank gives you. A different code belongs on the QR code generator.
- Made with PaidPilot. Starts on. Uncheck it and the line is left off. There is no fee to remove it.
Questions
Where does the PDF come from?
Download invoice (PDF) opens the browser print dialog so you can choose Save as PDF. PaidPilot does not receive the file.
Does the client email send a reminder?
No. PaidPilot never sends email. With Pro, Email to client opens your own mail app with the invoice number, total, due date and pay link filled in, and you press send.
Is there a monthly cap?
No. There is no account and no monthly cap. The optional PaidPilot line can be turned off.
Where do an estimate and a receipt fit?
An estimate or a quote can be copied into this form once. A receipt is for money you already have. If the invoice is already late, the late-payment kit is a PDF and a Word file. Trade starting points are on the template pages.