Invoicing & Billing

Get paid.
Professionally.

Create branded genealogy invoices, collect payment online via Stripe, and track every invoice from draft to paid — without leaving AncestorOS.

Your Practice Name
Invoice #1042
Billed to
Margaret Johnson
Research — Civil War Ancestors 8.5 hrs @ $95.00/hr
$807.50
Document Retrieval Vital records — Ohio State Archives
$45.00
TOTAL DUE
$852.50
Secure payment • No account needed

Invoicing built for how genealogists actually work.

From research hours to document retrieval fees — every line item, automatically populated and ready to send.

Custom Business Branding

Your business name, contact information, and rates appear on every invoice. Your clients see a polished, professional document — not a generic template.

Auto-Populated Line Items

Time tracking entries flow directly into invoice line items — hours, rate, and description already filled in. Add expense line items manually in seconds.

Online Payment via Stripe

Clients receive a payment link and pay by credit or debit card — no account required. Funds are deposited directly to your bank account via Stripe.

Invoice Status Tracking

Every invoice moves through a clear lifecycle: Draft → Sent → Viewed → Paid. Get notified when a client opens their invoice, and see overdue invoices at a glance.

Frequently Asked

No. Clients receive a payment link by email. They click it, enter their card details, and pay — no account or login required. The experience is simple and fast.
Credit cards and debit cards (Visa, Mastercard, American Express, Discover) via Stripe. Apple Pay and Google Pay are supported on compatible devices.
Yes. With one tap you can resend an invoice or send a polite payment reminder. The reminder email includes the original payment link so clients can pay immediately.
Stripe is one of the world's leading payment processors, used by Amazon, Google, and millions of businesses. All transactions are encrypted and PCI-DSS compliant. AncestorOS never stores card numbers.
You can add your business name, address, and payment terms. Custom logo upload and color theming are on the near-term roadmap. The default template is clean, professional, and branded to you.

Send your first invoice today.

No credit card required to start. Professional invoicing is included in the AncestorOS Pro plan.