Features - The power you need

Tailor your invoices to reflect your business needs with our easy-to-use customization tools. Personalize the business information, file type, logo, add additional fields, set invoices to repeat, determining if a line item should be taxed, toggle payment options, and add custom notes that resonate with your clients.

No need to go back to quickbooks, Xero, or any other software to manage your clients. Umbra offers client management with the ability to set business and contact profiles, define relationships, track client-specific transactions, and more.

While Umbra Pay is a standalone product, we're streamlining our workflow by implementing a 2-way live sync with Quickbooks (more coming soon). If you struggle to determine which account that you want to share, anything you work in Umbra Pay, from clients, and items will be synced back to quickbooks. This way, you'll always have an accurate P&L statement on hand.

Set up invoices to be sent automatically on a specific date, and customize them to repeat daily, weekly, monthly, annually or with custom intervals. Whether you're handling subscriptions or regular services, our platform ensures that your invoices go out on time, with zero effort. Reduce admin workload and focus on more important tasks.

Our system uses a 2-fold reporting model. First, gain deeper insights with our reporting interface, effortlessly generating statements that can be filtered, customized, and shared. Second, get up-to-date overviews and drill down into page-specific data, simplifying performance tracking, trend identification, in order to make informed business decisions.

To sprinkle some delight into the process, we've added aspects like Recent Invoices, as a quick view into the client's invoice history. This way, you don't have to go looking for last year's bill. -- While invoicing may be as old as time, the technology you use to get paid doesn't have to be.

A credit memo is a documented credit that is managed and tracked on a client's profile, and can be applied to any invoice for the given client. If a credit memo exists, you'll have the option to toggle it on, in the payment options panel for an invoice. Think of it as a way to provide discounts to loyal clients and correct billing errors.

You decide who pays the credit card fees, you or your client. If you set up your clients to pay it and a card is selected, the fee is automatically added onto their invoices. And, if you switch it up, you have the power to update it whenever you need.