Invoices
Choose a customer, add items and check VAT. Item names search your price list after 3 characters. Download, send or repeat a completed invoice.
What you can do with Invelo
What do you need to do? Write your first invoice, find a payment or send documents to your accountant?
Topics
Invoices and documents
Free invoice
Need one invoice? Open the simple form on the public website.
Contacts and price list
Save customers and frequently used items. You can save a new item to the price list directly while creating an invoice.
Look up a company
Enter the customer’s business ID, check the name and address found, then add them to the contact.
Items, discounts and VAT
Enter the quantity, price and VAT rate. Apply a discount to a single item if you like. The document shows totals before and after VAT.
Drafts and copies
Finish an invoice later or use a previous one as the starting point for a new one.
Advances
Request a deposit, record its payment and deduct it from the final invoice.
Credit notes
Refunding part of the price? Open the original invoice and issue a credit note against it.
Delivery notes
List what the customer receives and download the delivery note as a PDF.
Your language, your business
An interface in available languages, four currencies and country profiles for CZ, SK, DE and PL. Multilingual documents for international customers.
Recurring invoices
Set invoices to recur on a schedule.
Send an invoice
Email the PDF to your customer. The history shows when and where you sent it.
Document links
Send the customer a link to their document. The history shows whether it was opened and when it was last viewed.
Document messages
Find a customer’s question and your reply alongside the invoice they concern.
Import invoices
Upload a file, match the columns and check the preview before saving.
Purchases and expenses
Received documents
Photograph, crop and save a receipt, or add a received document. You can enter its details manually.
Capture invoices and receipts
Pick a file or take a photo. Check the amounts and VAT that Invelo reads, then save. Invoices and receipts share one credit balance.
Recognition credits
Your workspace shows how many scans you have left. You can buy another pack separately during your subscription.
Receipts
A batch of up to 20 receipts is saved as one compressed PDF. Each receipt has its own page and recognition.
Documents by email
Forward incoming invoices to your company’s Invelo address.
Payments and due dates
Payment calendar
See who owes you money and whom you need to pay. Select a date to view the payments for that day.
Planned payments
Add a lease or phone bill with its amount, currency and payee. Edit or delete your entry when plans change.
Record a payment
Enter the amount, date and payment method. You can record partial payments. Cash payments use the applicable rounding.
Payment QR code and reference
Add a QR code to an eligible invoice so the customer can scan its payment details in their banking app. Set the numbering and reference format for your company.
Reminders
Choose when to remind a customer about an unpaid invoice, or send a reminder yourself from the invoice.
Customer work
Quotes
List the items, prices and any discount for your customer. Save the quote as a PDF.
From quote to paid project
Keep work, time, extra work and advances with each project. Customers approve quotes and extra work through a link.
Job time and costs
Start a timer or enter hours by hand. Attach receipts to the job and turn selected hours into work items.
Approve quotes and extra work
Send your customer a link. Open the job to see what they approved.
Reports and bookkeeping
Balance and VAT
Compare sales and purchases for a period, switch currency and choose totals with or without VAT. The VAT summary shows input and output tax.
Export documents
Choose the dates, currency and documents, then download a PDF, ZIP, Excel or CSV file.
Accountant documents
Select a month and download the documents. The archive groups documents in folders; receipts can also be downloaded as a single PDF.
Month-end checks
Before sending the files, check for missing attachments, incomplete details and unmatched payments. Mark the month as ready or handed over.
Accountant handoff
Include originals and, if wanted, PDFs made in Invelo. Confirming handoff locks the documents. Unlocking them requires a reason.
Accountant link
Your accountant downloads without registration. The link grants access only to the current version of this month. Create a new link if documents change.
Your company and settings
Appearance and numbering
Set your company details, logo, document layout, numbering and bank accounts by currency.
Logo, signature and document language
Add your logo and signature. For a customer abroad, you can print a bilingual document.
Multiple companies
Switch between companies in one account. Each has its own documents, settings and subscription.
Your dashboard
Use Customize dashboard to hide cards and change their order. Save your settings; they apply to you in this company. Move blocks by their handle, drag the right edge to resize, and use the eye icon to hide or show them.
Edit menu
Drag the handle. Use keyboard arrows to change the order.
Initial setup
Set up Invelo for your business. You can change everything later.
Take a tour
See where to create invoices, save documents and customize your dashboard.
Public holidays
See the next holidays on your dashboard or open the full year.
Search and trash
Find a document by number or customer, filter and sort the list, or restore a document from the trash.
Companies and team
Switch companies, invite colleagues and choose what they may view or change. Each company has its own documents and subscription.
Notifications and activity
Open the bell for new messages. Company activity shows who made a change.
Subscription
Try the first month without a card. Your account shows the end date. You can renew a paid subscription one month before it ends.
Integrations and help
Invelo in your smart home
Track payments received, unpaid invoices and jobs. Show outstanding and overdue receivables on your home dashboard. Create a notification when payments received today increase. Display the number of active projects.
Shared data
One key connects the whole company. Currencies in use are shown separately, without conversion. Data refreshes every 5 minutes. The selection applies to every Smart Home connection for this company and every currency. Disabled values are withheld by the API.
AI assistant
Ask a question in your workspace while working on your documents.
Help and ideas
Use the floating button in the corner to report a problem or suggest an improvement, and follow replies. The administrator may grant a reward for a resolved problem or an implemented idea.