Getting started with Invoices
Compose, send, and get paid for invoices
Looped Invoices is the platform's invoicing app. Open it at app.looped.sh/invoices.
You'll spend most of your time on the invoice composer at /invoices/manage — a split-pane editor with a live preview on the right. From there you can save drafts, send to clients, and accept payment online.
Before your first invoice
You need a few things in place before sending an invoice:
| What | Where to set it |
|---|---|
| Team name + address | Settings → General (Team settings) |
| Logo | Settings → General |
| Bank details (optional, for EFT) | Settings → General |
| Currency | Set on team creation; locks after first paid invoice |
| At least one client with an email | Clients |
| Payment integration (optional) | Settings → Integrations → Stripe, Yoco, PayFast |
The fastest way to get the team details right is the Quick Start wizard, which extracts most of them from your existing website or a previous invoice PDF.
What an invoice looks like
Every invoice has:
- A serial number — auto-generated as
INV-{YEAR}-{00001}. Resets each January. One sequence per team. - An issue date and optional due date.
- A client (the "billed to") — picked from your client list.
- A list of line items — description, quantity, rate, amount.
- An optional tax/VAT percentage applied to the subtotal.
- Optional bank details at the bottom for EFT payment.
- A status —
PENDING→PAID(with edge cases likeOVERDUE,EXPIRED,PAID_PARTIAL).
The flow
- Set up clients — at minimum a name + email per client.
- Compose an invoice — pick the client, add line items, set tax. Save.
- Send it — click the send icon. Looped emails the client a PDF and a link to a Pay portal where they can pay online.
- Get paid — once they pay (via card / EFT / etc.), the invoice is marked
PAID.
Importing time from Track
If your team logs hours in Looped Track, the composer has an Import from Track button. Pick a date range and Track's time entries become invoice line items, with the per-project rate already applied. See Sending invoices.
Where to go next
- Creating an account — if you haven't yet
- Completing your profile — fill in business details
- Clients — manage who you bill
- Sending invoices — the day-to-day flow
- Stripe integration — accept card payments online
Are you an AI? Visit llms.txt — these docs as plain markdown.