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Invoicing & payments

Make getting paid the easy part.

Give every sale a professional start. Send estimates, issue invoices, collect online payments and keep recurring client work moving without rebuilding the same paperwork.

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Free Starter plan. No card needed. Features vary by plan.

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A better rhythm for everyday work.

For freelancers, service businesses and teams billing clients regularly.

  1. 01

    Agree the scope and price with an estimate.

  2. 02

    Issue an invoice with clear payment terms.

  3. 03

    Share a payment link and track the remaining balance.

Inside Invoicing & payments

The details make the difference.

Invoicing

Pick a customer, choose items you have billed before, and create the invoice. KudiBooks numbers it, records it in your books, and gives you a PDF and a payment link to share.

Full feature guide →
Saved items
Everything you put on an invoice is saved with its price and tax. Next time, type a few letters and pick it. Fix a price once in Products & services and it is suggested from then on.
Your own invoice numbers
Choose a prefix and style such as KB-2026-0042, and carry on from any number. Or type a different number on a single invoice. Two invoices never share one.
Payment terms in one click
Due on receipt, net 7, net 14, net 30, or a date you choose. The due date is worked out for you.
Tax, line by line
Set up rates such as VAT once and apply them to the lines that need them. Totals are calculated exactly, never with rounding-prone decimals.
Naira first, other currencies too
Invoices default to Naira. Dollars, pounds, euros, cedis, shillings and rand are one click away.
PDF and payment link
Every invoice has a downloadable PDF and a link your customer can open to view it and pay online.
Email it, and chase it
Send the invoice from KudiBooks with the PDF attached and a pay button. Edit the wording of any email, send reminders by hand, or switch on automatic ones for the days you choose. Clients get a receipt when they pay online, or whenever you choose to send one.
Part payments and corrections
Record part payments and see the balance due. Cancelling an issued invoice reverses its entry instead of deleting it, so your records stay honest.

Estimates

Price the work, share the estimate, and when your customer says yes, convert it into an invoice. The customer, items and tax carry over.

Full feature guide →
Numbered automatically
Estimates are numbered in order, EST-00001 onwards, so you can always find one.
Expiry dates
An estimate past its expiry date can still be declined but can no longer be accepted.
Edit until you share
Drafts can be changed freely. Once an estimate has been shared it is locked, so what the customer saw is what you recorded.
Kept out of your books
An estimate is a proposal, not income. Nothing is recorded in your accounts until you convert it and issue the invoice.
Proforma invoices too
For a customer whose finance office, bank or clearing agent needs a priced document before they can pay, create a proforma invoice. It is numbered separately, PRO-00001 onwards, says “Proforma invoice” on the PDF, and is still not a sale.

Recurring invoices

Set up a schedule once. KudiBooks creates the invoice on the day and can issue it for you, so a retainer never depends on you remembering.

Full feature guide →
Four frequencies
Weekly, monthly, quarterly or yearly, with an optional end date.
Month-ends handled
A schedule that starts on the 31st uses the last day of shorter months, then goes back to the 31st.
Create the next one early
Need to bill ahead of schedule? Create this cycle’s invoice now with one click.
Catches up if it falls behind
If a due invoice was missed, the next run creates the ones that are owed, up to twelve periods at a time.
Full control
Pause, resume or cancel a schedule at any time. Cancelled schedules stop for good.

Online payments

Connect your Paystack account once. Every invoice then has a link your customer opens to pay, and the payment is recorded against the invoice for you.

Full feature guide →
No account needed for customers
Anyone with the link can view the invoice and pay. They do not need to sign up.
Hosted checkout
Customers pay on Paystack’s own checkout page, so card details never touch KudiBooks. Which methods appear depends on what is enabled on your Paystack account.
Links that expire
A payment link works for 30 days. Creating a new one replaces the old one, so a forwarded link cannot be used forever.
Always the right amount
The link asks for the balance still due. If you have already recorded a part payment by hand, your customer only pays what is left.
Cash and transfers too
Record a payment you received outside the link, such as cash or a direct bank transfer, in a few seconds.

Before you get started.

Practical answers about what you can do with invoicing & payments.

Is invoicing in KudiBooks free?

Start with the free Starter plan. Available features and limits depend on your package; compare plans on our pricing page. Online payments carry Paystack processing fees and a platform fee shown in your payment settings.

Can I invoice in Naira and dollars?

Yes. Each invoice has its own currency, and reports are shown per currency. Automatic exchange-rate conversion is not built yet.

What is the difference between an estimate and an invoice?

An estimate is a price you propose before the work. An invoice is a request for payment for work done or goods supplied. See our guide on invoices, estimates and receipts for more.

Can I edit an estimate after sharing it?

No. Only drafts can be edited. If the price changes, create a new estimate.

Are recurring invoices sent to my customer automatically?

They are created, and issued if you chose that, automatically. Sharing is still up to you: send the payment link or the PDF. Emailing from KudiBooks is not built yet.

Can I review each invoice before it is issued?

Yes. Turn off automatic issuing and each one is created as a draft for you to check.

What does it cost when a customer pays online?

Each online payment carries Paystack’s processing fee plus a platform percentage, set when you connect Paystack in Payment settings (2% by default). Recording cash or bank transfers by hand costs nothing.

Which payment methods can customers use?

The methods enabled on your Paystack account, such as cards and bank transfer.

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