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Introduction to Blinksale

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Blinksale

Welcome to Blinksale, your comprehensive invoicing and billing platform designed for modern businesses. This guide will help you navigate all of Blinksale’s features to streamline your invoicing, payment collection, and financial management processes.

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Key Features

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Smart Invoicing

Create, customize, and send professional invoices with ease:
  • Flexible Invoice Creation: Design invoices with your branding, custom fields, and detailed line items
  • Multiple Currencies: Support for all major currencies with automatic formatting
  • Tax Management: Apply taxes at document or line-item level with configurable rates
  • Discount Options: Offer percentage or fixed amount discounts
  • Late Fee Settings: Configure one-time, daily, weekly, or monthly late fees
  • Status Tracking: Monitor invoice lifecycles from draft to payment
  • PDF Generation: Professional PDF invoices generated automatically
  • Email Delivery: Send invoices directly to clients with customizable messages

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Estimate Management

Streamline your sales process with comprehensive estimate features:
  • Seamless Conversion: Convert approved estimates to invoices with a single click
  • Client Approval Workflow: Allow clients to approve or decline estimates online
  • Status Tracking: Monitor estimate progress through draft, sent, approved, and declined stages
  • PDF Generation & Delivery: Professional PDF estimates with direct email delivery

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Recurring Billing

Automate your subscription and recurring revenue:
  • Flexible Scheduling: Set custom frequencies from daily to annual
  • Template Management: Create and manage invoice templates for recurring use
  • Schedule Control: Pause, resume, and cancel recurring invoices as needed
  • Automatic Generation: Invoices created automatically based on your schedule
  • End Conditions: Set specific end dates or number of occurrences
  • Notifications: Automatic emails for upcoming and generated invoices

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Client Management

Build and maintain your client relationships:
  • Comprehensive Database: Store client information, contacts, and communication history
  • Multiple Contacts: Manage multiple contacts per client with individual settings
  • Client Notes: Record important information and requirements
  • Activity Tracking: View complete history of invoices, estimates, and payments
  • Client Classification: Organize clients by type and status

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Payment Processing

Flexible options to get paid faster:
  • Multiple Gateways: Integration with Stripe, PayPal, Coinbase, and more
  • BlinksalePay: Built-in payment system with competitive transaction fees
  • Manual Payment Recording: Track bank transfers, checks, and cash payments
  • Payment Tracking: Reconcile payments against outstanding invoices
  • Partial Payments: Accept and track multiple payments per invoice
  • Thank You Emails: Automatic payment confirmation messages

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Dashboard & Reporting

Gain insights into your financial performance:
  • Financial Overview: Key metrics on outstanding balances and revenue
  • Visual Reports: Charts and graphs for revenue trends and payment analysis
  • Client Insights: Identify top clients and payment patterns
  • Multi-Currency Support: View reports in your preferred currency
  • Custom Date Ranges: Analyze data for specific time periods
  • Status Summaries: Quick view of invoice and estimate statuses

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Customization & Settings

Tailor Blinksale to your business needs:
  • Branding Options: Customize logos, colors, and email templates
  • Custom Domains: Use your own domain for client-facing pages
  • Tax Configuration: Set up tax rates for different jurisdictions
  • Units of Measurement: Define custom units for products and services
  • Payment Settings: Configure multiple payment gateways
  • Bank Account Management: Store and manage payment account details
  • Notification Preferences: Control when and how you receive alerts
  • Saved Items Library: Create reusable line items for quick invoice creation

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Team Collaboration

Work together efficiently:
  • User Roles: Assign appropriate permissions to team members
  • Multi-Organization Support: Manage separate business entities in one account
  • User Invitations: Easily add new team members
  • Organization Switching: Toggle between different business entities

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API & Integration

Connect Blinksale with your ecosystem:
  • REST API: Comprehensive API for programmatic access
  • Webhooks: Event notifications for integration with other systems
  • Authentication: Secure OAuth 2.0 authentication
  • Developer Documentation: Detailed guides and reference materials

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Getting Started

To begin using Blinksale, explore these key sections:
  • Dashboard: Learn how to navigate your financial overview
  • Clients: Set up and manage your customer database
  • Invoices: Create and send professional invoices
  • Estimates: Send proposals and convert them to invoices
  • Recurring Invoices: Automate your recurring billing
  • Payments: Set up and manage payment collection
  • Settings: Customize Blinksale to fit your business
For developers looking to integrate with Blinksale, check out our API Reference section.

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Support

If you need assistance at any point: We’re committed to making your invoicing and payment collection process as smooth and efficient as possible.