The free ORCHID B invoicing mobile app helps freelancers, start-ups, and small businesses create, send, and manage customer invoices professionally. Whether you are a student working as a freelancer on a side hustle, a consultant, or the owner of a new small business, ORCHID B will save you time and money spent on admin.
The ‘B’ Dashboard
Control your business’s revenue with a consolidated view of your invoices by status:
• Draft
• Approved
• Partially paid
• Fully paid
• Overdue
By clicking on each status, you will be taken to the filtered list of relevant invoices. The ‘+’ sign on the bottom right-hand corner enables you to easily create customers, products & services, invoices, and projects. If you have been paid, create a payment and match it to an invoice. That is it - you are in control!
Operations
This is where the action takes place. By clicking on the 4 squares menu item, you can access lists of:
• Customers
• Products & Services
• Projects
• Invoices
• Payments
Customers
Set up customers in a few quicks:
• Save time by importing contact information from your device’s contacts
• Generate a new invoice directly from your customers
• Add multiple contacts and addresses (billing address, registered address) per customer
• Create projects for your customers so you can reconcile multiple invoices and payments back to one initiative
• When a customer pays you, create a payment from the customer view and link it to an invoice in 2 clicks
Products & Services
• Set up your catalog of products and services
• Choose the invoicing unit (per hour, per day, per unit, custom) and select the default sales tax rates
• Apply one or more default sales tax rates to each item
Projects
• Create projects for your customers so you can track your pipeline by project status (opportunity, approved)
• Reconcile multiple invoices and payments back to one project
Invoices
• Create professional invoices by adding multiple products and services
• Select one or more sales tax rates per product
• Add notes, terms, and multiple payment instructions giving your customers choices
• View the invoice within the mobile app and e-mail the invoice directly from the ORCHID B app or share the invoice via other messaging apps on your device
Payments
• When you receive the payment from your customer, create a payment and match it to an invoice in a few clicks
• Choose from multiple payment instructions (local bank account transfer, wire, e-transfer, credit card, crypto, SWIFT, Check, Paypal, etc.)
Invoice Settings
Customize your invoice template to make your invoices look perfect every time:
• Define the series to apply a personal reference number to each invoice
• Create standard messages used to send the invoice from the app to your customer
• Define your sales tax rates and reference numbers so they appear on the invoice
• Setup one or more payment instructions (local bank account transfer, wire, e-transfer, credit card, crypto, SWIFT, Check, Paypal, etc.) and choose the default options
• Define invoice units (e.g. hourly rate, daily rate, other)
• Define contact details so your customers know who to reach
Personal and Business Profile
• Setup your business address that we will display on your invoice
• Upload your logo
Create your free account in the ORCHID B mobile app. For all other information, please go to https://www.orchidb.com/