July 19, 2024
all plans

Tired of endless spreadsheets, and crumpled receipts? Mango allows you to create professional invoices, automate billing and payment reminders, and put your clients in control of their payments. Mango Practice was created by accountants, for accountants, and designed to tackle the unique challenges only accountants face. In this article, we’ll discuss the invoicing tools available to help your firm run faster and more efficiently than ever before. Mango provides flexible, professional invoicing for modern accounting firms. Stop struggling with outdated invoicing practices that cost time and money.

In Mango, you can create invoices associated with time records, or invoice without recording time at all. You can use customizable templates to generate invoices, and set up recurring and batch invoices to automate repetitive client billing.

You can invoice any way you want with Mango.

Invoicing in Mango

Mango offers four different ways to send professional invoices to your clients:

• Manual Invoices
• Recurring Invoices
• Batch Invoicing
• Retainer Invoices

Manual Invoices

There are some situations that call for a different type of invoice, one that needs a manual touch. Mango allows you to create your own invoices to meet a wide variety of billing situations, so you never feel restricted by stock templates. Even if you perform value billing and don’t have any time records associated with the client project, you can prepare, print or email, and accept payments from professional invoices.

Take complete control of invoice line items that you want your client to see on the invoice, in a narrative or detail style format. You can apply discounts and display payments received with ease.

Additional information can be found in the Manual Invoice article.

Recurring Invoices

Billing the same amounts on each invoice? Recurring invoicing will speed up the invoicing process. Time records are not required to take advantage of the recurring invoice feature, but they can optionally be released based on a bill through date.

Using automation is by far the fastest way for accounting firms to create invoices and get paid. With Mango, you can quickly generate invoices for a given period, with the flexibility to use time records or not. Dates for the next run of invoices are advanced automatically, based on the assigned frequency. Once the invoices are generated, you can send them all at once, or individually, depending on your preferences and billing agreements with each client.

Additional information can be found in the Recurring Invoice article.

Batch Invoicing

As an accountant, you may need to generate many invoices at once – perhaps you have a client who purchases several different kinds of services from you, or maybe you want to generate invoices for a single type of service all at the same time.

Mango can save you hours every month by creating, editing, and sending multiple invoices from a single window for different projects and clients. In just a few clicks, you can generate as many invoices as necessary and send them to one or more clients. You can adjust your invoice templates to include a different style, new information, or changed rates.

Additional information can be found in the Batch Invoicing article.

Retainer Invoices

Many times, your clients may pay for your services up front, or you may need to generate a request for payment without affecting their current balance. Mango allows you to generate a memo styled invoice that includes the payment or request for payment, without any time or expenses. This allows you greater insight into profitability and realization on retainer projects.

Additional information can be found in the Retainer Invoice article.

Invoice Review

Once you’ve created an invoice, you can preview and print it from the Billing Dashboard. After the bill has been previewed or printed, it will be posted automatically. You can then email it to various client lists using our email filtering system.

After the invoice has been generated, you’ll be able to review it using Mango’s comprehensive invoice review system. You can sort your list of past invoices based on their current status, date, client name, or invoice number. It’s easy to draw on past data while creating a new invoice, or check in on a client’s invoice history at a glance.

You can also process invoices and update their status, which in turn will reflect on your outstanding balance and accounts payable.

Additional information can be found in the Invoice Review article.

Invoice Settings

Settings to control how information appears on invoices, including numbering, default templates, late fees, and messaging, are available in the General Settings window. Many of these settings can be overridden at the client engagement or individual invoice level.

Additional information can be found in the Invoice Settings article.

Plug-and-Play Templates

Mango allows you to send “detailed” or “narrative” style invoices, depending on how much you want to share with the client.

Additional information can be found in the Sample Invoices article.

Common Questions About Invoicing

The following are some frequently asked questions about Mango’s invoicing options.

How do I reverse an invoice?

Reversing invoices can be done in Invoice Review, or in a client’s Invoices list. For additional information, see the Invoice Review article.

Can I use Mango to run reports on billed and paid invoice history?

Yes. Mango allows you to run invoice and retainer history reports by client, engagement, or activity for any date range. These invoice reports help you understand which invoices have been billed and which have been paid. Examples of these reports can be found in the Sample Invoicing Reports article.