Write the invoice the way you’d say it, in English or Chinese. Check the draft and send it. Your client opens one private link to view the invoice, sign to approve it if you ask, and see how to pay. No account needed.
One sentence becomes an invoice, your client signs and pays from one link, and you mark it paid. About 90 seconds, sample data, no sound.
The same tool your clients already use to sign, now for your fees: tax prep, bookkeeping, consulting.
Who, what for, how much, plus a due date or e-mail if you like. The client, line items and total are filled in. Prices you used before for the same item come back on their own.
Each line item has an English and a Chinese name. Choose an English, Chinese or side-by-side PDF for each invoice.
Tick one box and your client signs the invoice with SignLucid’s guided signing before paying, on the same page. The signed invoice comes with a certificate of completion.
We e-mail it for you, or send the link yourself by WhatsApp, text message or WeChat in one tap. No e-mail address needed.
No account and no app. They see the invoice and PDF, every payment method you set up with one-tap copy, and can upload a payment screenshot to let you know.
Automatic e-mail reminders on the due date and 7 days late. See who opened the link, record payments, and copy an invoice to start next year’s.
In SignLucid, open Invoices at the top of the page.
Once: in Settings, under “Invoices and how clients pay”, add the ways you take payment, such as Zelle, bank transfer, check, or an online payment link from Stripe, Square, QuickBooks or PayPal. They print on the invoice and show on your client’s page.
Click New invoice and type something like “Bill John Smith $450 for his 2025 tax return, due Nov 15”. Add “ask him to sign” if you want an approval signature. Prefer forms? Fill it in yourself.
Look over the client, items, amounts, due date and PDF language. Preview the PDF, turn reminders on or off, then click Send invoice.
With an e-mail address, it’s e-mailed for you. Without one, or as well, send the link by WhatsApp, text or WeChat from the screen that opens.
They open the link, sign first if you asked, and pay with one of your methods. They can upload a screenshot to say “I’ve paid”, and the reminders stop.
When a client says they’ve paid, check it and click Confirm payment, or record a payment yourself. Your client gets a confirmation e-mail.
Tip: in the invoice list, filter by unpaid, overdue or “client says paid”, and use Duplicate for repeat clients.
SignLucid picks out the client, e-mail, service, amount and due date as you type, and shows what’s still missing. Tap a common service, such as individual or business tax return, bookkeeping, payroll or consulting, or one you’ve billed before, and it fills in the line with the price you used last time.
“Bill John Miller $450 for 2025 personal tax, rush fee $100, due Nov 15, ask him to sign.” Or in Chinese: “给 John Miller 开 2025 个人报税 $450，加急 $100，11月15日前付，请他签字确认”. Either way, each line item comes out in English and Chinese.
Every plan. An invoice that asks your client to sign counts as one envelope in your monthly allowance, like any other.
No. They open a private link in any browser to view the invoice, download the PDF, sign if you asked, and see how to pay.
The ones you set up: bank transfer or ACH, check, an online payment link (for example from Stripe, Square, QuickBooks or PayPal, shown as a “Pay online” button), and any other method you describe. Your client can copy each detail with one tap.
Yes. After you send, copy the link or send it straight to WhatsApp, a text message or WeChat. Automatic reminders need an e-mail address.
On the due date and again 7 days later, by e-mail, if the invoice is still unpaid. They stop once your client uploads a payment screenshot or you mark it paid, and you can turn them off for any invoice.
English, Chinese, or side by side, chosen per invoice; you can set a default in Settings. Your client can switch the page between English and Chinese.
Yes. Void it and the client’s link stops working; an approval signature on it is voided too. You can also duplicate any invoice to start a new one.
Start your 7-day free trial with every feature. Invoices are included on every plan.