Create branded genealogy invoices and track every one through Draft → Sent → Paid (or Overdue) — without leaving AncestorOS. Your dashboard shows outstanding balance, all-time paid total, overdue count, and draft count at a glance.
From research hours to document retrieval fees — every line item, automatically populated and ready to send.
Your business name, contact information, and rates appear on every invoice. Your clients see a polished, professional document — not a generic template.
Time tracking entries flow directly into invoice line items — hours, rate, and description already filled in. Add expense line items manually in seconds.
Clients receive a link to view the invoice — no account required. You set out the payment methods and terms your practice already uses. Card acceptance is not built in yet.
Every invoice moves through a clear lifecycle: Draft → Sent → Paid (or Overdue). Filter your invoice list by status tab, and search by invoice number or client name. Your stats overview always shows total outstanding, all-time paid total, overdue count, and draft count.
Professional invoicing is included in the AncestorOS Pro plan, $40/month or $400/year.