Custom fields
Custom fields let you add ticket numbers, sprint or release references, and scope notes that clarify the billed work and link invoices to project management records.
Using a consistent invoice template reduces errors, speeds client approvals, and provides a clear record of deliverables and rates for both parties.
A freelance copywriter delivers content and occasional technical support work such as KB articles and release notes. They use the invoice template to itemize hours, specify deliverables, indicate revisions, and attach evidence of completed tasks so clients clearly see what they are paying for.
A technical support manager receives invoices from multiple contractors and uses standardized templates to compare costs, validate tasks against support logs, and process payments more efficiently within procurement or accounting systems.
Freelancers and small teams working on technical documentation, support content, or product copy use targeted invoices to clarify scope and fees.
Custom fields let you add ticket numbers, sprint or release references, and scope notes that clarify the billed work and link invoices to project management records.
Built-in formulas calculate line totals, taxes, discounts, and final balances to remove manual math errors and ensure consistent totals across invoices.
Save templates for common task mixes—such as hourly support plus deliverables—to speed invoice generation and ensure consistent billing language.
Capture client approval signatures electronically to confirm acceptance of billed items and payment terms without printing and scanning.
Provide invoices in the client's preferred language for international clients or distributed teams to avoid misunderstandings.
Export invoice data to CSV or accounting systems to streamline bookkeeping and tax preparation for freelance finances.
Create and edit invoice templates collaboratively, then export or sync fields to an eSignature workflow to avoid retyping client and project information.
Map client records and billing terms from a CRM to invoice fields so recurring client details populate automatically and invoices attach to the correct accounts.
Connect to a cloud drive for automatic backup of signed invoices, enabling consistent retention and easier retrieval for accounting or tax purposes.
Use replaceable fields for rates, dates, and line items so you can generate new invoices quickly while preserving consistent formatting and legal terms.
| Setting Name | Configuration |
|---|---|
| Invoice generation trigger schedule | End of project or monthly |
| Reminder frequency for unpaid invoices | 7 days, then 30 days |
| Automatic late fee application rules | 5 percent after 15 days |
| Signed invoice archival method | Cloud backup weekly |
| Client notification channel | Email and optional SMS |
Ensure your device and browser meet minimum requirements to create, send, and sign invoices without compatibility issues.
Regularly update browsers and OS versions and keep any eSignature or document apps current to maintain security patches and feature compatibility across devices.
A freelance writer supplied four knowledge-base updates and eight hours of priority support for a SaaS provider.
Resulting in faster approvals and predictable monthly revenue for the contractor.
A contractor created launch copy and provided on-call technical editing for three days surrounding a release.
Leading to a clean audit trail and reduced back-and-forth over scope for the launch period.
| Comparison Criteria Capabilities Availability | signNow | Adobe Sign | DocuSign |
|---|---|---|---|
| Mobile platform signing availability and performance | |||
| HIPAA compliance and BAA option availability | Available | Available | Available |
| Bulk Send capacity for mass invoices | High throughput | High throughput | High throughput |
| API access and documented rate limits | REST API | REST API | REST API |
Date the invoice is sent to the client.
When payment should be received.
Interval for unpaid invoice reminders.
How long invoices must be retained for taxes.
Periodic review of billing terms and rates.
| Pricing and Tiers | signNow | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price per user | From $8/user/mo | From $10/user/mo | From $14/user/mo | From $15/user/mo | From $19/user/mo |
| Free trial or free tier availability | Free trial | Free trial | Free trial | Free tier | Free tier |
| Bulk sending included in base plans | Included on plans | Add-on or higher plans | Add-on or higher plans | Included on plans | Included on plans |
| Available compliance add-ons (BAA, HIPAA) | BAA available | BAAs on enterprise | BAAs on enterprise | Enterprise options | Enterprise options |
| API access in entry-level plans | Included on many plans | Developer plan | Included on many plans | Developer plan | Included on many plans |