OneSuite Invoicing V2: Recurring Invoices, Multiple Recipients, Global Tax Settings, and More

Hello Everyone,

You probably already know we are rolling out version 2 of OneSuite. We are doing it module by module. Last time we released Document V2, and the usability increased 300%. Results like this keep us going.

Today I am announcing another version 2 release, this time it’s the invoicing module. Invoicing in OneSuite was pretty straightforward before, but now we made it even more suitable for service providers.

The most interesting update what you all were asking for is recurring invoices. And many more.

Let’s explore all the new things in this Invoicing V2:

1. Recurring Invoices

Automate billing for your retainer clients and subscription services. Perfect for agencies managing ongoing client relationships and monthly service contracts. This feature transforms your billing from a manual monthly task into a completely automated revenue stream. Set up once, and OneSuite handles everything from generation to delivery, freeing you to focus on client work instead of administrative tasks.

• Set weekly, monthly, quarterly, or any other billing schedules.
• Automatically generate and send invoices to clients.
• Eliminate 3-5 hours of manual invoice creation per month.

2. Dynamic Payment Integration

Complete payment processing with all major gateways integrated seamlessly. Your clients get multiple payment options in one professional invoice. This eliminates the hassle of managing separate payment systems and gives clients the flexibility they expect. Instead of sending clients to different portals, everything is centralized in your branded invoice experience.

• Automatic payment link generation for all connected gateways.
• You can also enable or disable any specific payment method for a specific invoice.

Payment methods you can connect now:

• Stripe
• PayPal
• Razorpay
• QuickPay

3. Direct Bank Transfer Details

Include your bank information directly on invoices for clients who prefer traditional bank payments. Essential for larger corporate clients and international transactions. Many enterprise clients and government organizations require bank transfer options for their accounting processes. This feature ensures you can serve all client types while maintaining professional presentation and payment tracking capabilities.

• Add complete banking information to invoices
• Include IBAN and SWIFT codes for international transfers
• Custom payment instructions and reference numbers
• Combine with online payment options for maximum flexibility

4. Advanced Tax Management

Create and manage all your tax rates globally, then apply multiple taxes to individual invoices. Built for agencies handling clients across different regions and tax jurisdictions. This feature eliminates the confusion of manual tax calculations and ensures compliance across all your client locations. Whether you’re dealing with VAT in Europe, sales tax in different US states, or service taxes for specific industries, everything is automated and accurate.

• Set up VAT, sales tax, and service tax rates once.
• Apply multiple taxes to single invoices.
• Automatic tax calculation on appropriate amounts.

5. Discount Options

Apply percentage or flat discounts directly to invoices. Perfect for early payment incentives, volume discounts, and client negotiations. This seemingly small feature makes a huge difference in client relationships and cash flow management. You can now offer strategic discounts to encourage faster payments or reward loyal clients without creating separate invoice versions.

• Percentage discounts for any amount off the total.
• Flat amount discounts for specific dollar reductions.
• Line item discounts for individual services.
• Professional discount display with automatic tax recalculation

6. Global Greetings and Terms

Set standard greeting messages and terms that appear on every invoice, with the ability to customize for specific clients. Maintain professional consistency while staying flexible. This feature ensures your brand voice remains consistent across all client communications while giving you the flexibility to adapt messaging for special circumstances or unique client requirements.

• Default greeting messages for all invoices.
• Standard terms and conditions and payment policies.
• Override global settings for specific client needs.
• Professional consistency across all client communications

7. Global Email Message Templates

Create standard email templates for invoice delivery with personalization fields. Streamline communication while maintaining a professional tone across all client interactions. This feature saves time while ensuring every client receives polished, professional communication. You can maintain your brand voice consistently while personalizing messages for different situations or client relationships.

• Standard email templates for invoice delivery.
• Personalized fields for client name and invoice details.
• Modify email content for specific clients or urgent payments.
• Professional communication templates that save time

8. Multiple Invoice Recipients

Send invoices to up to 10 recipients per invoice. Perfect for agencies working with large client teams including project managers, accounting departments, and decision makers. This feature addresses the reality of modern business relationships where multiple stakeholders need access to billing information. No more forwarding emails or wondering if the right person received your invoice.

• Add accounting, project managers, and stakeholders.
• Send to all recipients simultaneously.

9. Enhanced Invoice Activity Tracking

Complete visibility into every invoice action across your team and individual client relationships. Essential for agencies managing multiple team members and client accounts. This goes beyond basic status tracking to provide detailed insights into your billing operations. You can identify bottlenecks, monitor team performance, and understand client payment patterns to optimize your entire billing workflow.

• Global activity dashboard for all team invoice actions
• Individual invoice audit logs with complete history
• Track team member performance and processing times
• Monitor client engagement with sent invoices

10. Enhanced Duplicate Invoice

Clone invoices across different clients and selectively copy elements. Perfect for agencies with standardized service packages and similar project structures. This enhancement transforms invoice creation from starting fresh each time to building on your successful invoice structures. You can create a library of proven invoice templates based on real client work, dramatically speeding up your billing process.

• Clone any previous invoice to any client
• Selectively copy line items, taxes, and discount structures
• Use successful invoices as templates for new clients
• Build a library of invoice templates from real projects

We Are Still Working On

We started with the must-haves, but this is nowhere near final. We are improving the invoicing module even more in the future. The goal is to synchronize it with all other modules so you don’t have to spend time on manual invoicing tasks. Here’s what we’re working on related to invoicing:

1. Invoice Scheduling

You will be able to schedule invoices for future dates and the system will automatically send them. Perfect for milestone-based projects, contract deliverables, or any situation where you know when an invoice should go out but don’t want to remember to send it manually.

2. Better Project Management Integration

Now you can add invoices to projects, and yes, it does help you get a top-view of the revenue you’re generating from a project. But we’re doing more:

Direct Billable Task Integration: You will be able to add billable tasks and work directly from your project workspace to invoices. No more switching between modules or manually copying project details.

Revenue Dashboard Integration: Project dashboards will show revenue generated using data taken directly from invoices. Get real-time project profitability insights without manual calculations.

3. CRM Connection

We often have to send invoices to contacts who are in our CRM pipeline. With OneSuite, you’ll be able to do that seamlessly:

Direct CRM to Invoice Flow: Convert leads and opportunities directly into invoiced clients without data re-entry.

Pipeline Integration: Track the complete journey from lead to paid invoice in one unified workflow.

4. Detailed Invoice Analytics

We’re working on comprehensive invoice analytics that will give you insights into:

Payment Pattern Analysis: Understand which clients pay fastest and which need follow-up.

Revenue Forecasting: Predict cash flow based on recurring invoices and payment patterns.

We’re already working on the next updates, including smarter templates, team collaboration features, and enhanced reporting.

Want more features? Add them to our roadmap. Your feedback directly shapes our development priorities.

What’s Coming Next

Apart from invoicing, we are also working on CRM improvements, enhancing Project Management, and many more integrated features.

Quick heads-up: CRM V2 is coming soon. It’s being rebuilt from the ground up to better support how service teams manage opportunities, clients, and companies. This will create an even tighter integration with other modules.

Webhooks are also coming: Connect OneSuite with your favorite tools and automate workflows between platforms.

The vision is simple: every module in OneSuite should work together so seamlessly that managing your service business feels effortless.

Conclusion

OneSuite Invoicing V2 is available in your workspace now. The recurring invoices feature alone will save agencies 3-5 hours per month while improving cash flow predictability.

These features address your most common requests: direct bank transfers, discount functionality, and global tax settings for multi-regional client management.

The global template system helps maintain professional consistency while saving time on every invoice you create.

Ready to explore Invoicing V2? Log into your OneSuite workspace and check out all the new features today.