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Getting started with 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

Section titled “Before your first invoice”

You need a few things in place before sending an invoice:

WhatWhere to set it
Team name + addressSettings → General (Team settings)
LogoSettings → General
Bank details (optional, for EFT)Settings → General
CurrencySet on team creation; locks after first paid invoice
At least one client with an emailClients
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

Section titled “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 like OVERDUE, EXPIRED, PAID_PARTIAL).

The flow

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  1. Set up clients — at minimum a name + email per client.
  2. Compose an invoice — pick the client, add line items, set tax. Save.
  3. Send it — click the send icon. Looped emails the client a PDF and a link to a Pay portal where they can pay online.
  4. Get paid — once they pay (via card / EFT / etc.), the invoice is marked PAID.

Importing time from Track

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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

Section titled “Where to go next”