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Here's your business snapshot for May 2026

ProposalPro

Win the job before you send the invoice. ProposalPro crafts proposals that convert — and when they're accepted, your invoice here is already built. No copy-paste, ever.

📋

From ProposalPro

Revenue Overview

Last 6 months

Recent Invoices

Invoice # Client Amount Status
ReviewBoost

Every paid invoice is your best shot at a 5-star review. ReviewBoost sends the request automatically the moment you mark an invoice paid — your reputation builds itself.

Invoices

Invoice # Client Amount Status Actions

Clients

Recurring Invoices

Settings

Manage integrations and preferences

Connected Apps

ProposalPro Auto-invoice on acceptance

0 invoices received from ProposalPro

Auto-create invoice on acceptance
Payment terms:
ReviewBoost Connected

Automate review requests on payment

Manage in ReviewBoost →

ReviewBoost Integration

Automate review requests when invoices are paid

Connected to ReviewBoost Manage in ReviewBoost →

Default ReviewBoost Settings

Enable ReviewBoost on new invoices by default
Default Platforms

Review Requests Sent

0
Invoice # Client Platforms Status

No review requests sent yet

Enable ReviewBoost on an invoice and mark it as paid to get started

How to Use InvoiceReady

InvoiceReady is your all-in-one invoicing companion. Create professional invoices, manage clients, track payments, and automate recurring billing — all from one beautiful dashboard.

Dashboard

Your at-a-glance business overview with key metrics and recent activity.

  1. 1.Review your stat cards for total outstanding, paid this month, overdue count, and total invoices.
  2. 2.Check the Revenue Overview chart to see your income trend over the past 6 months.
  3. 3.Scan Recent Invoices to quickly spot any overdue or pending payments.
  4. 4.Click "View All" to jump to the full Invoices tab for detailed management.
Invoices

Create, send, and manage all your invoices in one place.

  1. 1.Click "New Invoice" to open the invoice builder. Select a client, set dates, and add line items.
  2. 2.Add multiple line items with description, quantity, and rate. The totals update automatically.
  3. 3.Set a tax rate (percentage) and add optional notes or payment terms.
  4. 4.Save as Draft to finalize later, or click "Send Invoice" to mark it as sent immediately.
  5. 5.Use the action buttons on each row to view details, send drafts, mark as paid, or delete invoices.
Clients

Manage your client directory with contact info and financial summaries.

  1. 1.Click "Add Client" to create a new client with name, email, phone, and address.
  2. 2.Each client card shows Total Invoiced and Outstanding amounts at a glance.
  3. 3.Click the pencil icon to edit a client's details at any time.
  4. 4.Click the trash icon to remove a client (you'll be asked to confirm first).
Recurring

Automate your billing with scheduled recurring invoices.

  1. 1.Click "Create Recurring" and select a client, amount, description, and frequency.
  2. 2.Set the Next Send Date to control when the first automatic invoice will be generated.
  3. 3.Use the toggle switch to enable or disable it without deleting.
  4. 4.Click the trash icon to permanently remove a recurring invoice.
ReviewBoost

Automatically request reviews from clients when invoices are paid.

  1. 1.Enable ReviewBoost when creating or editing an invoice using the gold toggle.
  2. 2.Choose which platforms (Google, Yelp, Facebook) to request reviews for.
  3. 3.When you mark an invoice as paid, a review request is automatically sent to the client.
  4. 4.Track all sent requests in the Settings → ReviewBoost section.
ProposalPro

Automatically create invoices from accepted proposals.

  1. 1.When a proposal is accepted in ProposalPro, an invoice is automatically created here as a Draft.
  2. 2.New clients are auto-created if they don't already exist in your client list.
  3. 3.Review auto-created invoices on the Dashboard → From ProposalPro section.
  4. 4.Manage integration settings in Settings → Connected Apps.

Tips & Tricks

1

Auto-numbering: Invoice numbers increment automatically (INV-001, INV-002…).

2

Overdue detection: Sent invoices past their due date are automatically flagged as overdue.

3

Print / PDF: Open any invoice and click "Print / PDF" to generate a clean, print-ready version.

4

ReviewBoost: Enable it on invoices to automatically send review requests when paid — grow your online reputation effortlessly.

5

ProposalPro: Accepted proposals auto-create invoices and clients — no manual data entry needed.

✅

Invoice marked as paid!

ReviewBoost Triggered

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