Custom fields
Add grant codes, PO numbers, or donor-restricted project identifiers to invoices for precise accounting and reporting.
A clear, standardized invoice helps nonprofits reconcile expenses, confirms scope and payment expectations, and reduces follow-up time for both parties.
Independent graphic designers prepare itemized invoices listing hours, deliverables, and revision rounds. They communicate payment terms and may include tax or exemption details relevant to nonprofit clients, ensuring invoices are clear for quicker processing.
Nonprofit accounting staff verify invoice details against purchase orders and grant budgets, confirm exemption status if applicable, and schedule payments within established approval workflows to maintain compliance and accurate financial reporting.
Designers, project managers, and nonprofit finance staff rely on structured invoices to keep engagements transparent and auditable.
Standardized invoices make it easier to match payments to budgets and maintain clear records for audits and donor reporting.
Add grant codes, PO numbers, or donor-restricted project identifiers to invoices for precise accounting and reporting.
Maintain a time-stamped record of edits, views, and signatures to support audits and verify approvals.
Support sequential or parallel approvals so both the designer and designated nonprofit approvers sign invoices and acceptance forms.
Store reusable invoice templates tailored to nonprofit needs and reduce the time required to prepare each billing instance.
Send scheduled payment reminders to nonprofit contacts to reduce late payments while preserving professional records of outreach.
Connect invoicing workflows to CRMs, donor management, or accounting systems for automated data transfer and reconciliation.
Connects invoices to Docs and Drive so designers can generate or import invoice files, maintain version control, and send documents for signature without leaving the editor.
Sync invoice data with accounting systems to automate entries, reduce reconciliation errors, and ensure grant codes or PO numbers flow into bookkeeping.
Archive invoices and signed records in Dropbox or Drive for secure retention and easy retrieval during audits or grant reporting.
Create pre-populated invoice templates that include nonprofit-specific fields like grant codes, tax exemption notes, and standard terms to speed recurring engagements.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 7 days |
| Signature Order | Sequential |
| Template Library Access | Team-wide |
| Storage Location | Secure cloud |
| Audit Trail Retention | 7 years |
Invoicing and eSignature workflows must work reliably on desktop and mobile platforms used by nonprofit staff and designers.
Ensure your chosen tools support common formats, browser security standards, and accessible mobile apps so nonprofit approvers can review, sign, and store invoices without technical barriers or compatibility issues.
A community arts nonprofit commissioned branding assets with a fixed-fee invoice and clear milestone payments.
Leading to faster approval and on-time payment due to clearer accounting alignment.
A health-focused nonprofit contracted infographics and social assets billed hourly with detailed time logs.
Resulting in reduced reconciliation time and a streamlined audit trail for funders.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| eSignature legality (US) | |||
| Bulk Send | |||
| Mobile app signing | |||
| HIPAA support | Available | Available | Available |
Date the invoice is generated and sent.
Defined in terms, commonly 30 days.
First reminder at 7 days past due.
Date approver signs deliverable acceptance.
Seven years recommended for audits.
| Vendor | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting price (per user, monthly) | From $8/user/mo | From $25/user/mo | From $24.99/user/mo | From $15/user/mo | From $19/user/mo |
| Free plan availability | Limited trial | No | Trial only | Limited free | Trial available |
| API access | Available | Available | Available | Available | Available |
| Templates and workflows | Included | Included | Included | Included | Included |
| Nonprofit discounts | Available on request | Available | Available | Contact support | Contact support |