Answers about creating invoices, bills, GST totals, and payment links.

CloudInvoice is a web-based invoicing workspace for freelancers, agencies, consultants, and small businesses. It helps you create GST-ready invoices, manage client details, share payment links, and understand what has been billed and collected.

An online invoice generator is a web tool for entering business, client, line-item, tax, and payment details and turning them into a structured invoice. CloudInvoice also stores client records and creates a private invoice link.

Create a free CloudInvoice workspace, add your business and client details, enter the work, choose the GST treatment and template, then review and save the invoice. No subscription card is required during early access.

No. A workspace account is required to create and store an invoice in CloudInvoice. The client who receives the private invoice link does not need an account to view or pay it.

An invoice usually identifies the seller and client, invoice number, issue and due dates, supplied items or services, quantities, prices, taxes, total, payment instructions, and applicable terms. Indian GST invoices may also require GSTIN, place-of-supply, HSN or SAC, and tax-breakdown details depending on the transaction.

Both documents request payment. Invoice is common when a seller records work, payment terms, and a due date, while bill often refers to an amount expected at or near the time of purchase. CloudInvoice uses the invoice workflow for both clear itemization and payment tracking.

Yes. CloudInvoice supports intra-state invoicing with CGST and SGST, and inter-state invoicing with IGST. You can store GSTIN and state-code details for clients and add HSN or SAC codes to line items.

Yes. After you enter a line item’s quantity, unit price, discount, and GST rate, CloudInvoice calculates the tax and invoice total. You still review the final draft before sending it.

A sent invoice has a private client portal. When Stripe is configured, the client can pay by card through Stripe Checkout. If you add a UPI ID in settings, the portal also displays a UPI QR code for the invoice balance.

CloudInvoice updates an invoice only after receiving and verifying a Stripe webhook. This protects payment status from being changed simply because a visitor returns to a success page.

Yes. Each invoice has a private payment link that you can copy and send through your usual client communication channel. The link uses a high-entropy token rather than exposing an internal invoice ID.

Yes. Open an invoice and choose Export PDF. CloudInvoice uses your browser’s native print-to-PDF workflow, which lets you save a faithful document without sending invoice data to a separate PDF service.

CloudInvoice includes five distinct client-facing layouts: Classic, Modern, Midnight, Editorial, and Ledger. The selected template is stored on the invoice and controls typography, spacing, item rows, accents, and total presentation.

Yes. Client records keep billing contact details, GSTIN, state code, addresses, and internal notes. You can select a saved client when creating future invoices.

Yes. The dashboard distinguishes collected revenue from outstanding balances. The analytics area compares billed and collected totals over the previous six months.

CloudInvoice is designed for service-led independent businesses: freelancers, consultants, agencies, studios, and small teams that need polished billing without a complex enterprise accounting system.

Yes. The public payment portal and the authenticated workspace are responsive for phones, tablets, laptops, and wide desktop screens. A client can open a payment link from any modern browser.

Yes. Add your business UPI ID in workspace settings. CloudInvoice creates a UPI payment QR code on client payment pages with the outstanding invoice amount already included.

The data model and revenue displays support partially paid invoices. Stripe Checkout currently collects the full outstanding balance for a payment link; other payment methods can be recorded as the product expands.

CloudInvoice supports several default invoice currencies. Its GST and UPI workflow is optimized for Indian businesses, while standard invoice creation and Stripe payment collection can support international client workflows.

Yes. Authenticated reads and writes resolve the current membership and scope client and invoice data to its organization. This tenant boundary is enforced in the application data-access layer.

No. Card checkout is handled by Stripe. CloudInvoice stores the payment outcome and Stripe payment reference required to reconcile the invoice, not card numbers or card security codes.

Team workspace membership is part of the product direction. The current release creates an owner workspace during onboarding; multi-member invitation controls are not yet exposed in the interface.

Stripe, Razorpay, and UPI payment pathways are implemented and become available when the required operator and workspace configuration is present. Slack and Zapier are product directions, not active integrations.

Create an account, name your workspace, add your first client, and create an invoice draft. You can configure business details, GSTIN, invoice prefix, and UPI ID from settings as you go.