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EverBird’s invoice generator lets you build and get paid on the same link.

Build an invoice from your item catalog and drop it into the thread your client already read. They pay by card, PayPal, or bank transfer right in the link, no per-invoice fee, no separate app, no account.

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In short

The invoice and the payment live in the deal, so revenue stays attached to the thread.

EverBird builds invoices from a reusable item catalog and keeps them inside the same thread where your client read the proposal and signed the contract. They pay by card, PayPal, or bank transfer directly via the link, with no separate invoicing app or account. The moment the money settles, the invoice flips to Paid, a receipt is issued, and the amount lands on your revenue dashboard.

Build invoices from a reusable catalog in seconds.
Clients pay by card, PayPal, or bank transfer in the thread.
Paid status, receipts and follow-ups happen automatically.

"The gap between 'signed' and 'paid' is where deals go quiet. The invoice sits in the same link the client just signed in, and if it goes unpaid, EverBird sees it and chases whoever actually pays."

How it works

EverBird invoice to paid, step by step.

1
Northwind × Atelier
Invoice #0042
Brand identity
Added
Web design · 40 hrs
Added
Tax · 8.5%
Auto
How do I build an invoice?

Pull line items from your catalog.

Add saved services, rates, and add-ons from your reusable catalog. Tax and discounts are calculated as you go, with no spreadsheet and no retyping.

2
Northwind × Atelier
Invoice #0042
Proposal
Viewed
Contract
Signed
Invoice #0042
Sent
Where does the invoice go?

Straight into the client thread.

The invoice drops into the same thread that already holds the proposal and signed contract, with no new email and no new link for the client to find.

3
Northwind × Atelier
Invoice #0042
Card / Apple Pay
Stripe
PayPal
Ready
Bank transfer
ACH
How does the client pay?

Card, PayPal, or bank, in the link.

The client taps Pay inside the thread and settles by card and wallet via Stripe, by PayPal, or by bank transfer, no signup, login, or download.

4
Northwind × Atelier
Invoice #0042
Invoice #0042
Paid
Receipt sent
Auto
Dashboard
Updated
What happens when they pay?

Paid, receipted, reconciled.

The moment the payment settles, the invoice flips to Paid, the client gets a receipt, and the amount lands on the client record, with nothing to reconcile by hand, so revenue is recorded right away.

5
Northwind × Atelier
Invoice #0042
Deposit · 50%
Paid
Milestone 2
Due
Retainer · monthly
Recurring
What about deposits and retainers?

Deposits, milestones, recurring.

Invoice a deposit up front, bill partial amounts against milestones, or set a recurring retainer. Each one lives in the thread and settles on its own schedule.

What's included

What EverBird's invoice generator gives you.

Catalog-based line items
Save services, rates, and add-ons once and drop them into any invoice.
Card, PayPal & bank transfer
Clients pay via Stripe card and wallets, PayPal, ACH bank transfer, or your own connected provider like Razorpay.
Automatic tax & discounts
Add tax rates and discounts that recalculate the total as you edit, so the invoice always shows the right amount due.
Pays inside the thread
No redirect and no account, the client settles on the link they already have.
Deposits & partial invoices
Bill a deposit up front and invoice partial amounts against milestones.
Recurring retainers
Set an invoice to repeat on a schedule for ongoing retainer work, with the Retainer Agent tracking each cycle for you.
Auto-paid status & receipts
Invoices flip to Paid and issue a receipt the instant payment settles, so revenue is recorded right away.
Flat fee, no per-invoice cut
Unlimited invoices on every flat per-team tier, zero platform fee, only your provider's rate applies.
How it compares

EverBird in-thread vs a separate invoice app.

TaskSeparate invoicing toolEverBird invoice generator
Create the invoiceRe-type items in a separate appPull from your saved catalog
Get it to the clientA new email and payment linkDrops into the existing thread
Take paymentClient leaves to a portal or accountPays in the link, card, PayPal, ACH
Mark it paidManual reconciliation laterAuto Paid status + receipt
Cost to invoiceMonthly seat + sometimes per-invoiceFlat per team, unlimited invoices
Chasing an unpaid invoiceYou, or a fixed reminder timerAgent chases whoever actually pays, so cash closes faster
Who invoices with EverBird

Built to close the loop on cash.

Agency business

Invoices raised days late in a separate tool push every payment date out with them, and a deposit not billed at signature funds the project from your own cash. On the thread, the invoice goes out the moment the agreement is signed, and each milestone bills itself from the same link.

Service business

Chasing a bank transfer, re-issuing a PDF, and reconciling what landed is unpaid work on top of the work. One invoice on the client link, paid by card or transfer through your own provider with no platform fee, gets the money in sooner and keeps all of it as revenue.

FAQ · Invoice generator

Invoice generator questions.

Yes. You connect your own payment accounts, so client payments settle straight to you at your provider’s standard rate. EverBird never sits between you and the money.
No. Invoicing is unlimited across all tiers, with zero platform or transaction fees. Pricing is three flat per-team tiers. Solo $39, Pro $129, and Max $349 per month, and your payment provider (for example, Stripe or PayPal) charges its own standard rate. See pricing.
Yes. Services, rates, and add-ons live in a reusable catalog, and tax rates and discounts recalculate the total as you edit, so a new invoice is a few clicks rather than a fresh document.
Yes. Every invoice carries your logo, colours and details, never ours, and inherits the branding of the thread it sits in. On white-label and Enterprise plans the whole client-facing experience runs on your domain too.
An unpaid invoice is a stalled deal. EverBird sees it on the thread, works out who actually pays, often not the person who signed, and drafts the follow-up in your voice, sent on your approval or automatically, to recover revenue faster. See the Invoice Agent.
Not for raising invoices and getting paid; that runs end-to-end in the thread. Your bookkeeping stays wherever you do your books, with paid, outstanding, and overdue totals already reconciled on the client record, so revenue stays visible and current.
Portrait of Maya Ellison, Business Analyst, EverBird
Maya Ellison
Business Analyst, EverBird

Maya has spent nine years building document and payments workflows for agencies and service businesses. She leads the team behind EverBird's Revenue Agents, deal threads, e-signatures, client portals, and invoicing, and reviews every product page for factual accuracy on how the product actually behaves.

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Last updated · Reviewed by Maya Ellison · Refreshed monthly.
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Everbird spots who’s stalling, decides when to follow up, and writes the message that closes the deal — automated client follow up software with one link for all client documents.

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