• What is Invoice Maker?

    Welcome to Invoice Maker! If you are a current business owner or just getting started while pursuing your passion, we’re here to help you keep your accounting processes on track.

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    We make it easy for you to bill and get paid by your clients. Our custom dashboard quickly shows you what invoices you’ve sent, who owes you money, and what payments you’ve collected, allowing you to spend more time on the things that matter.

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    Invoice Maker offers an option to integrate with a simple credit card processing platform that makes it seamless for your customers to make safe and secure payments directly through our app or online.

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  • What Does Invoice Maker Cost?

    Invoice Maker gives you the opportunity to create and manage a secured account where you can customize, save, edit, send, and track your invoices, etc; all for FREE!

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    If electing to utilize Invoice Maker to accept payments through our system (optional), Users acknowledge that a 3rd Party Payment Processing Service Provider is used. The Payment Processing Service Provider may impose payment processing fees charged at a rate that is not determined by Invoice Maker. In full disclosure, Invoice Maker may receive a portion of the processing fee per our agreement with the Payment Processing Service Provider. 

    For more information, you may read our Terms of Use [HERE].

  • Why Can't I Log In?

    If you are having trouble logging into your Invoice Maker account, there are a number of possible reasons. We recommend troubleshooting to see if any of the following issues are occurring:

    • Incorrect email address entered
    • Incorrect password entered (case sensitive)
      • If you cannot remember your password, simply click Forgot Password? from the Login Screen
    • Previously created an account using a social login
      • Apple Sign In
      • Google Sign In
      • Facebook Sign In
        • If you originally created your account using one of these social logins, you will not be able to login directly with an email address
    • You previously did not create an account with Invoice Maker, even though you may have sent invoices in the past

    If troubleshooting the scenarios above does not grant you access to your Invoice Maker account, simply send an email to support@invoicemaker.com with the following information:

    • First Name / Last Name
    • Email Address used to create the account

    Our dedicated support staff will research the issue further and contact you back with instructions on how to resolve your login issue.

  • How Do I Reset My Password?

    You can change your password for security reasons or reset it if you forget it. Your Invoice Maker password is used to access your online dashboard which includes all of your invoice and client data, so it is important to keep it safe and update it periodically.

    To change your password:

    1. If logged in, click on your Name in the top right corner of your dashboard
    2. Click Logout
    3. From the Login Screen, click Forgot Password?
    4. Enter your Email Address that you signed up with
    5. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    6. Follow prompts in your email from hello@invoicemaker.com
    7. Return to the Login Screen
    8. Enter your new password, and you will be taken to your dashboard using your new password credentials

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    To reset your password when not logged in:

    1. From the Login Screen, click Forgot Password?
    2. Enter your Email Address that you signed up with
    3. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    4. Follow prompts in your email from hello@invoicemaker.com
    5. Return to the Login Screen
    6. Enter your new password, and you will be taken to your dashboard using your new password credentials

     

    To ensure delivery of your email instructions, check your Spam or Bulk Mail folders.

    **Choose a password that you haven’t already used with the account**

     

  • What is an Invoice?

    An invoice is a document that outlines service or goods provided in exchange for payment or trade. The party requesting payment (“payee”) creates the invoice writing their details, client’s details, description of goods or services, and the total amount owed. The preferred payment method should be included and once complete should be sent to the client (“payer”) via e-mail, standard mail, or text message.

    Invoice Cover Sheet – For a more professional look and acts as a Table of Contents for the itemized list of charges.

    History

    The oldest known human writing is actually a 7,000 year old sales receipt. While we know the sales receipt was for clothing, the oldest known form of payment was made in beer in the same ‘cuneiform’ writing.

  • How Long Should I Keep an Invoice?

    At least 3 years for USA residents. According to the Internal Revenue Service (IRS), an individual or company is required to keep an invoice under the following circumstances:

    • 4 years for invoices related to the payment of employees. The 4-year period begins after the date the tax is due or is paid, whichever is later;
    • 6 years for invoices that are not reported on your income taxes and represent more than 25% of gross income;
    • 7 years if filed the invoices are related to a claim for a loss from worthless securities or bad debt deduction; and
    • Indefinitely if the invoice was made in a tax year where no filing was made or if a fraudulent return was filed.
  • Employee vs. Independent Contractor

    There are two (2) classes of employment; employees and independent contractors.

    Employees

    An employee, or “W-2 employee” in the USA, is an individual who performs a service on an employer’s behalf in exchange for payment, commonly hourly pay. The employer can control what services to complete and how it will be done. Also, the employer can control, in most cases, where the employee performs the services.

    • IRS Form W-2 – Required to be completed by the employee and given to the employer prior to employment.

    Independent Contractors

    An independent contractor, or “1099 contractor” in the USA, is an individual who performs a task for an employer in exchange for payment, commonly a fixed price. The employer cannot control how the task will be completed but only the result of the work. The employer also cannot control, in most cases, where the employee performs the services unless the work is at a specific location.

    • IRS Form W-9 – Required to be completed by the independent contractor and given to the employer prior to employment.

    Employee vs Independent Contractor

    Each State determines ultimately determines its definition of an employee. Although, most States rely on the IRS 20-Point Test to determine if an individual is an employee. The table below is an overview of the two (2) classes of employment:

    Employer: Employee Independent Contractor
    Pays Withholding Taxes (social security, medicare, unemployment, etc.) X
    Provides Health Insurance X
    Provides 401(k) Matching X
    Provides PTO (Paid Time Off for vacation, sick leave, etc.) X
    Provides Overtime Pay X
    Controls How Work is Performed X
    Controls Where Work is Performed X
    Controls When Work is Performed X
    Controls Results of Work
  • Paid Vs. Unpaid?

    To avoid possible confusion regarding the status of an invoice and how it gets updated through its timeline, below you will find the two most common states an invoice will be listed.

    Unpaid: Once you send an invoice to someone, it is automatically categorized as unpaid. Changing an invoice status from unpaid to paid will be done manually unless you are processing payments through one of Invoice Maker’s 3rd party Payment Processors, then it will categorize automatically as unpaid until payment is made in full.

    Paid: You will mark the invoice as paid manually by using the "Add Payment" button at the bottom of your invoice if collecting payment directly. If you are processing payments through one of Invoice Maker’s 3rd Party Payment Processors, this status will categorize automatically as paid once payment is made in full, and the invoice reflects a $0.00 balance due.