Invoice Ninja Questions & Answers

There is no native support for custom field validation for duplicates in InvoiceNinja. However, this type of validation for product entries can be added using scripts or the API.

To customize your invoice or quote design in InvoiceNinja, follow the steps given below:

• Open your InvoiceNinja account
• Navigate to 'Settings'
• Press on the 'Invoice Design' option
• Now you can fully modify the layout, colors, and fields of your invoices and quotes.

To change which columns show in the different modules in InvoiceNinja, follow the steps given below:

• Open your InvoiceNinja account
• Navigate to 'Settings'
• Modify the display options under the modules and choose which columns to display or hide.

To make the invoice always included as a PDF attachment in the email in InvoiceNinja, follow the steps given below:

• Open your InvoiceNinja account
• Navigate to 'Email Settings'
• Enable the option to always attach invoices as PDFs to outgoing emails

To charge late fees or percentages for overdue invoices in InvoiceNinja, follow the steps given below:

• Open your InvoiceNinja account
• Navigate to 'Settings'
• Click on 'Invoice Settings'
• Enable the option to add ‘late fees’ or a ‘percentage charge’ for overdue invoices, which will be automatically applied.

To setup automatic reminders for unpaid invoices in InvoiceNinja, follow the steps given below:

• Open your InvoiceNinja account
• Navigate to 'Settings'
• Click on 'Invoice Settings'
• Configure auto-reminders for overdue invoices
• Both the frequency and the timing of the reminders can be customized.

Invoice Ninja is PCI DSS (Payment Card Industry Data Security Standards) compliant. This means that the network in which Invoice Ninja stores, processes, transmits, and receives credit card information is secure. The platform also provides its users with security features like data ownership, third-party data access and data purging etc.

To create receipts for PayPal payments without using third-party software, follow the steps given below:

• Open your PayPal account
• Go to the 'Activity' section
• locate the relevant transaction
• download or print the detailed transaction statement which serves as a receipt

When a payment is made through the client portal or an invoice is marked as paid, Invoice Ninja automatically creates payment records.

To send an invoice to a client through Invoice Ninja, follow the steps given below:

• Open your Invoice Ninja account
• Create a new invoice with the client's details
• Input the required details
• Click on the 'Send Invoice' button
• The invoice will be sent as a PDF attachment straight to the client's email address.