Invoice maker for freelancers and small business

What it is

Lipi is an invoice maker for freelancers, shops and small businesses. You make an invoice with a client, lines, discount and VAT, then share it as a link or PDF and track it until it is paid. It lives in the same app as your accounts and expenses, so a payment you receive can go straight into your books.

What problem it solves

Most people who bill clients keep a template in a document, send a PDF, and then track payments in their head or in a spreadsheet. Lipi keeps the invoice, the client and the payments together. The list shows what is draft, sent, partly paid, paid or overdue, and a client page shows what that client still owes.

How it works

1. Open Invoices from the menu and tap New invoice. Choose Blank invoice or From template if you saved one.
2. Under Who, pick the client in Bill to (or add a New client on the spot) and check the From sender. Then fill Details: invoice number (leave it empty for the next number), currency, issue date and due date.
3. Add your Lines: description, quantity, unit (optional, for example hours or days) and rate. Tap Add line for more. Under Discount and tax add a discount and taxes such as VAT.
4. Pick Payment methods to print, add Notes and Terms, choose a Layout, check the Preview and tap Save. The invoice starts as a Draft.
5. On the invoice page tap Mark as sent. Then use Share to get a link, or PDF to download the file. Send either one yourself by WhatsApp, Viber or email.
6. When money arrives, tap Record payment. See invoice payments. The status changes to Partly paid or Paid for you.

Details and rules

• Statuses: Draft, Sent, Partly paid, Paid, Overdue and Void. Overdue is set automatically when a sent invoice passes its due date. Back to draft and Void are on the invoice page. A voided invoice keeps its history.
• Drafts are never public. A share link only works after you mark the invoice as sent.
• Numbering: leave the number empty and Lipi uses your pattern, for example INV-0001. Change the pattern, the next counter value and the default title in Invoice settings under Numbering and title. If you type a number that is already used, Lipi warns you and lets you keep it.
• Titles: the title names the PDF and the share page. Tokens such as the invoice number fill in for you.
• Taxes and discounts: a percentage or fixed discount, tax presets for VAT and service charge, your own taxes, taxes included in prices, and different taxes per line. Totals are worked out exactly.
• Dates: the date fields are plain year, month and day boxes. Type the date in the form your client expects.
• Nepal note: if you invoice as a company and the client is in Nepal, the invoice carries a short note that it is not an IRD tax invoice. Check what your tax office requires for your business.
• History: every save is kept. The invoice page lists Created, Edited and Status changed. If you edit an invoice after sharing it, the public page says it was revised.
• Duplicate and templates: Duplicate copies an invoice. Save a client, lines and terms you bill often as a template in Invoice settings.
• Reminders to you: Lipi can remind you three days before an invoice is due and the day after. Set the time in Invoice settings. Your clients are never messaged by Lipi.
• Plans: invoices and clients are free with no count limit. Free has one sender. Premium adds more senders, your own logo and signature, your own colours and hiding the Lipi footer.
• Delete: deleting an invoice turns off its share link. Transactions you booked from its payments stay in your books.
• Offline: you can read invoices already loaded. Creating, sharing and PDFs need internet.

Works with

• Clients for who you bill and what they owe
• Invoice layouts for how the PDF looks
• Invoice payments for recording money received
• Invoice share links for sending without a PDF
• Recurring invoices for monthly billing drafts

Ask an AI assistant

Connect Lipi to ChatGPT or Claude (see AI assistants) and ask:

• “Create a draft invoice for Himalayan Tech for 10 hours of design at Rs 3,000 an hour with 13% VAT.” Uses create_invoice.
• “Which of my invoices are overdue and how much is that in total?” Uses list_invoices.
• “Mark INV-0002 as paid into my Nabil Bank account.” Uses record_invoice_payment and set_invoice_status.

Other tools: update_invoice, get_invoice, delete_invoice, list_identities.