Billing

  • Quaderno Billing allows you to offer your customers a secure personal dashboard where they can manage all of their billing needs, from reviewing past invoices to updating their billing details. To add Quaderno Billing access to your own website, just follow these steps: In your Quaderno account, go to the API keys page. Copy your […]

  • Don’t like the old black-and-white? Add more life to your invoices and credit notes by selecting a new business color, which will accent the documents to your customers. You can choose any color of the rainbow! We recommend finding the one that best matches your brand. Go to Settings > Appearance. In the top right, […]

  • With Quaderno Billing, your customers have access to the Billing Area, where they can update their billing information such as street address and payment method. If you’d like to prevent customers from changing this information — and would rather update customer billing information yourself — you can make this simple change in your Quaderno account. […]

  • With Quaderno Billing, your customers have access to the Billing Area, where they can review their billing history and update their billing information completely on their own! You can require customers to use a password, if you’d like to make the Billing Area more secure. Any visitor will verify their identity by entering a one-time […]

  • When certain laws apply to your business or your sales, such as a tax-exempt status, you might need to cite them directly on the invoice. We call these “legal notes.” In Quaderno you have the option of setting a universal legal note that automatically appears on all invoices, as well as the option of editing […]

  • Want to give your customers the option of paying you as soon as they see the bill? (Of course you do!) ‘Pay Now’ buttons make this possible. To add a button to your invoices, you need to connect your Stripe or PayPal account to Quaderno. It only takes a minute. For Stripe users, head to […]

  • Sometimes it’s helpful to give customers a payment deadline.* Adding a due date to an invoice can provide clarity for you and them! Follow these steps to add an invoice due date in Quaderno: Go to Documents > Invoices, and click + Create invoice in the top right. In Other data, click need to add […]

  • Whenever you send an invoice or credit note to a customer, it’s possible to attach the document as a PDF. Then your customers can easily download the file and keep it in their records. Go to Settings > Preferences > Billing. Check the box for Attach invoices as PDF in your emails. Hit Save changes […]

  • Want to remind your customers about an upcoming payment? Quaderno can send an automatic reminder to let your customers know that an invoice is due soon. Once you’ve activated this feature, Quaderno will send an email* to the customer seven days after the invoice due date. (Read here add a due date for an invoice.)Follow […]

  • Quaderno automates many different emails for you. You can customize these emails to have a more personal touch or to better reflect your brand. Go to Settings > Translations > Find the language you’d like to edit and click the pencil icon on the right. From the list of messages, select the email you’d like […]