Simple online invoicing.

It’s easy to create and send professional invoices quickly on the Viewpost® network. With a few simple steps, you’re on your way to data-rich unlimited invoicing—at no cost.

Create an Invoice

How to create an invoice

  1. Log into your account.

    Start with “Create an Invoice” in the Invoices Tab.

  2. Grow your network.

    Choose a business customer from the network, or add their name and address manually.

  3. Give it an identity.

    Enter an invoice number and purchase order number.

  4. Add invoice details.

    Fill in product or service details.

  5. Put on the finishing touches.

    Add notes for special instruction or a personal touch.

Quick Tip: Viewpost automatically saves your invoice as a draft so you can come back to it later.

Attach Files

Adding attachments is simple. Select “Add Attachment” to browse for a file. Choose your file and you’re done. Now your customer has what they need for routing and approval.

How to send an invoice


Customize Invoices

Your company logo is a unique and simple way to represent your work, so including it on your invoices is a wise choice. Add your logo in one of two easy ways.

  1. Drag and drop the file, or browse and select. Up to you.
  2. Add it to your company profile in “Company Settings.”

How to customize an invoice


Preview Invoices

Get Internal Approval

Take a quick look at what your invoice will look like to your customer. Share with your internal team by ‘@’ mentioning a registered coworker. They’ll receive a notification by email.

Track Changes

Revisions to your invoices are automatically saved for version control. View the invoice history to know when the latest revisions were made and by whom.

Send Invoices

Deliver an electronic invoice to your business customers in one of two ways:

  1. Click “Send” and off it goes.
  2. Send the invoice as a PDF attachment to an email.

Looking for internal approval? Share an invoice as a PDF attachment and include a message about the invoice.

Quick Tip: If your customer is not already in your Viewpost network, then they’ll receive an invitation to join. So, the larger you grow your network, the more paper you save, and the more money you save.

Discount Your Invoice

Access cash on demand by offering your business customers a discount for paying early. Go to Invoices, select Get Paid Early to view your open invoices. Select an eligible invoice, review the discount terms, make a counter bid (when available), and hit Request.


Single or multiple early payment requests

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Next Guide: How to Make a Payment

Seamlessly import and export data between Viewpost® and your existing accounting software. It’s a no-brainer.