Q: Credit Question, Sending an invoice with the invoice attached as attachment costs credits?
Hi,
I just noticed the credits 0/10 credits used, is this for internal use age or also online. Whenever i send an invoice to a customer and i want to attach the invoice as an attachment, Will this cost me credits?
Looking forward to your reply,
Cheers,
Founder Team
Ay_
Oct 28, 2026
A: Hello! Attaching the invoice PDF to your emails is free and doesn't use any credits. To turn it on, go to Customers, edit the customer, and enable "Attach PDF". Every invoice you send them will then include the PDF as an attachment.
Credits are only used when you upload your own files (images, PDFs, ZIP files, etc.) and attach them to a record. More details here:...
Does the SimpleFIN bank feed integration allow me to categorize and track internal transfers like owner's draws, or is it strictly for tracking flat business expenses?
Founder Team
Ay_
Oct 28, 2026
A: Hello! SimpleFIN imports outgoing transactions from the bank account you choose as expenses. You can then open each one under Transactions > Expenses and set its category, including custom ones like "Owner's draw" or "Transfer", to track them separately. If you take draws or move money from a separate account, connecting only your expense account keeps them out entirely.
As a business owner, manually reclassifying every owner's draw or personal transfer from an expense category to an equity/draw account is time-consuming and prone to human error, especially since they default to expenses. Could you please prioritize adding a Rule Engine or Transaction Mapping Automation feature in an upcoming release?
Specifically, users need the ability to set conditional rules based on bank memo fields, descriptions, or specific payees so that recurring transfers and owner's draws automatically categorize correctly upon sync, keeping profit and loss reports accurate without manual item editing.
Came here to say the same thing. If bank feeds dump every outflow into generic expenses without rule-based mapping for owner's draws, the automation loses its value. Nobody has time to manually edit line items.
Can you please prioritize purchase orders. Many of us buy the products we sell from suppliers and have to raise purchase orders. Today I have to resort to google sheets. I believe you had this on the road map, please get it to the finish line!
Founder Team
Ay_
Sep 21, 2026
A: Hello! Until purchase orders are released, you can use estimates for this by setting the document header to "Purchase Order" (per document, or as a default under Settings > Estimate), since the workflow is essentially the same. You can also set the numbering to something like PO-[NUM] in the Numbering section.
And yes, it's on our roadmap. We recently added vendors for managing your suppliers,...
Hi Invoiless team, I’m considering purchasing your AppSumo lifetime deal. I wanted to know if you have plans to add an AI invoice creation feature, where users could simply type or speak something like “Create an invoice for ABC Company for $500 for monthly SEO and GEO services” and have the invoice generated automatically.
Is this feature on your roadmap? Thank you!
Founder Team
Ay_
Sep 21, 2026
A: Awesome suggestion! We have MCP on our roadmap (https://invoiless.com/roadmap), which will let you connect Invoiless with tools like Claude to create records or query data.
A native "create invoice from a prompt" feature is also a great idea. We could support that with a BYOK (bring your own key) integration with Claude or OpenAI. Would that work for your use case? Thanks for the suggestion!...
I just wanted to give the Invoiless team an example to show that tools like Honeybill already exist that let you generate an invoice using an AI prompt. This can be very useful for developers to see how others have implemented it.
Q: Questions About Multi-Client Management, API Integration & White-Label Capabilities
Hello Invoiless Team,
I'm interested in your platform and would like to clarify a few things before purchasing.
I would appreciate your help with the following questions:
1\. Can I manage multiple independent client businesses under a single account, with separate workspaces and data privacy?
2\. Can I create individual administrator accounts for each client, with permissions restricted to...
Share Invoiless
Q: Credit Question, Sending an invoice with the invoice attached as attachment costs credits?
Hi,
I just noticed the credits 0/10 credits used, is this for internal use age or also online.
Whenever i send an invoice to a customer and i want to attach the invoice as an attachment,
Will this cost me credits?
Looking forward to your reply,
Cheers,
Ay_
Oct 28, 2026A: Hello! Attaching the invoice PDF to your emails is free and doesn't use any credits. To turn it on, go to Customers, edit the customer, and enable "Attach PDF". Every invoice you send them will then include the PDF as an attachment.
Credits are only used when you upload your own files (images, PDFs, ZIP files, etc.) and attach them to a record. More details here:...
Share Invoiless
Q: Categorizing and tracking internal transfers
Does the SimpleFIN bank feed integration allow me to categorize and track internal transfers like owner's draws, or is it strictly for tracking flat business expenses?
Ay_
Oct 28, 2026A: Hello! SimpleFIN imports outgoing transactions from the bank account you choose as expenses. You can then open each one under Transactions > Expenses and set its category, including custom ones like "Owner's draw" or "Transfer", to track them separately. If you take draws or move money from a separate account, connecting only your expense account keeps them out entirely.
I'd love to hear how...
Share Invoiless
As a business owner, manually reclassifying every owner's draw or personal transfer from an expense category to an equity/draw account is time-consuming and prone to human error, especially since they default to expenses. Could you please prioritize adding a Rule Engine or Transaction Mapping Automation feature in an upcoming release?
Specifically, users need the ability to set conditional rules based on bank memo fields, descriptions, or specific payees so that recurring transfers and owner's draws automatically categorize correctly upon sync, keeping profit and loss reports accurate without manual item editing.
Came here to say the same thing. If bank feeds dump every outflow into generic expenses without rule-based mapping for owner's draws, the automation loses its value. Nobody has time to manually edit line items.
Q: Purchase Orders
Can you please prioritize purchase orders. Many of us buy the products we sell from suppliers and have to raise purchase orders. Today I have to resort to google sheets. I believe you had this on the road map, please get it to the finish line!
Ay_
Sep 21, 2026A: Hello! Until purchase orders are released, you can use estimates for this by setting the document header to "Purchase Order" (per document, or as a default under Settings > Estimate), since the workflow is essentially the same. You can also set the numbering to something like PO-[NUM] in the Numbering section.
And yes, it's on our roadmap. We recently added vendors for managing your suppliers,...
Share Invoiless
Q: AI invoice creation feature
Hi Invoiless team, I’m considering purchasing your AppSumo lifetime deal. I wanted to know if you have plans to add an AI invoice creation feature, where users could simply type or speak something like “Create an invoice for ABC Company for $500 for monthly SEO and GEO services” and have the invoice generated automatically.
Is this feature on your roadmap? Thank you!
Ay_
Sep 21, 2026A: Awesome suggestion! We have MCP on our roadmap (https://invoiless.com/roadmap), which will let you connect Invoiless with tools like Claude to create records or query data.
A native "create invoice from a prompt" feature is also a great idea. We could support that with a BYOK (bring your own key) integration with Claude or OpenAI. Would that work for your use case? Thanks for the suggestion!...
Share Invoiless
Verified purchaser
Ähnlich wie diese App es anbietet: https://appsumo.com/products/honeybill/
Verified purchaser
What I didn't get it?
Verified purchaser
I just wanted to give the Invoiless team an example to show that tools like Honeybill already exist that let you generate an invoice using an AI prompt. This can be very useful for developers to see how others have implemented it.