Open Doors
HelpAboutContact
LoginStart Free Trial
Help Center
CtrlK
Contact support
Help center home
Foundations
  • Getting Started
  • Account Setup
  • Mobile App
Sales & CRM
  • Contacts & CRM
  • Pipeline AI
  • Conversations
  • Calendars & Booking
  • Phone System
  • WhatsApp
Marketing & Outreach
  • Workflows & Automation
  • Email Marketing
  • SMS Marketing
  • Social Planner
  • Rate Us
  • AI Tools
Sites, Funnels & Forms
  • Sites & Websites
  • Funnels
  • Forms
  • Surveys & Quizzes
  • Blogs
Commerce & Monetisation
  • OpenPay
  • Invoicing & Estimates
    • Invoicing overview
    • Invoice templates and branding
    • Recurring invoices
    • Estimates
    • Proposals with line items
    • Automatic invoice reminders
    • Partial payments and instalments
  • Memberships & Courses
  • Communities
  • Affiliate Manager
  • Documents & Contracts
Operations & Reporting
  • Reporting & Analytics
  • Team & Permissions
  • Billing & Subscription
  • Troubleshooting
Platform, Integrations & API
  • Integrations
  • API & Webhooks
  • Security & Privacy
  • What's New
Help centerInvoicing & Estimates

Invoicing & Estimates

One-off invoices, recurring billing, estimates, and proposals.

7 articles
Invoicing overview

One-off invoices, recurring billing, estimates, and proposals.

3 min read
Invoice templates and branding

Customise the layout, add a logo, and set default terms.

3 min read
Recurring invoices

Schedule monthly, quarterly, or custom recurring invoices.

4 min read
Estimates

Send an estimate; convert to invoice on acceptance.

3 min read
Proposals with line items

Multi-section proposals with optional add-ons and signatures.

4 min read
Automatic invoice reminders

Configure reminder cadence per invoice or globally.

3 min read
Partial payments and instalments

Allow customers to pay in instalments.

3 min read

Stay in the loop

Tips, product updates, and stories from businesses like yours. No spam, just the good stuff.

Open Doors

The all-in-one platform that helps small businesses get more leads, close more deals, and grow faster.

Sales & CRM

  • CRM & Contacts
  • Sales Pipeline
  • Calendar & Booking
  • Invoicing & Payments

Marketing

  • Automation
  • Email Marketing
  • SMS Marketing
  • Social Media

Growth Tools

  • Websites & Funnels
  • Reputation
  • AI Features
  • Courses

Company

  • About
  • Contact
  • Careers
  • Blog

Legal

  • Privacy Policy
  • Terms of Service
  • Cookie Policy

Support

  • Help Centre
  • API Docs
  • Status
  • System Updates

© 2022 – 2026 Open Doors. All rights reserved.

Open Doors and the Open Doors logo is a registered trademark.

Terms|Privacy|Disclaimer|Built by Ikaroa|Part of TSN