Searching for the ultimate way to send invoice automatically and get paid faster? You just landed on the right guide. I’ve spent years optimizing billing workflows for small businesses, and I know how much time can slip away on manual invoicing. That’s why I turned to Keap, the all-in-one CRM and automation platform, to automate invoices and supercharge cash flow.

Chasing outstanding invoices can be a headache. Customers get busy, due dates sneak up, and payments get delayed—cutting into your profits. Keap has been streamlining business operations since 2001, serving tens of thousands of customers worldwide, and winning awards for marketing automation. Right now, you can Try Keap Free for 14 days Today and discover how to automate your invoicing in minutes.

What is Keap?

Keap is a robust small-business CRM and automation platform designed to streamline marketing, sales, and operations. Within the context of how you send invoice, Keap brings your contact data, payment processing, and automated reminders into one intuitive dashboard. No more juggling spreadsheets or manual follow-ups—Keap handles it for you.

Keap Overview

I founded my business in 2015 and quickly realized the drudgery of manual billing threatened every cash flow cycle. That’s when I discovered Keap. Since its inception in 2001, Keap’s mission has been clear: remove manual roadblocks so entrepreneurs can focus on growth. Over the last two decades, it’s added powerful features like automated invoicing, text reminders, and easy payment integrations. Today, Keap supports businesses of all sizes in scaling faster and saving hours every week.

From landing page capture to sales pipelines and payment processing, Keap has grown from a simple CRM to a full automation suite. Its drag-and-drop builder makes it easy to create workflows that automatically send invoice reminders, process payments, and update your records—all without lifting a finger.

Pros and Cons

Pros:

1. Automated Invoicing: Create templates that auto-send invoices and payment reminders on your schedule.

2. Integrated Payments: Accept credit cards, ACH, and more directly through Keap for seamless tracking.

3. Drip Reminders: Set sequences that chase overdue invoices via email or SMS.

4. Centralized CRM: Keep client details, past invoices, and payment status in one place.

5. Drag-and-Drop Builder: Easily design invoicing workflows without code.

6. Reporting Dashboards: Monitor outstanding balances, paid invoices, and cash flow trends.

Cons:

1. Pricing may feel steep for very small solopreneurs at $299/month for the base plan.

2. Learning curve for advanced automation if you’ve never used a CRM before.

Features

Beyond automated invoicing, Keap offers a suite of features to help you spend less time on billing and more on growing your business.

CRM

Collect and store all client contact info, invoice history, and payment status in a unified database.

• Segment clients by unpaid invoices, repeat buyers, or service tier.
• Personalize invoice messages based on client data.

Automation Builder

Create workflows that automatically send invoice notifications, confirmations, and follow-ups.

• Trigger invoice emails on project completion.
• Set up late-payment reminder sequences.

Email & Text

Automate both email and SMS reminders to ensure your invoices get seen.

• Track open and click rates for billing emails.
• Configure SMS alerts for urgent payment reminders.

Payments

Process payments directly through Keap and automatically update invoice status upon receipt.

• Support for credit/debit cards and ACH transfers.
• One-click payment links inside invoices.

Keap Pricing

Select the plan that matches your needs and volume of contacts.

Essentials

Starting at $299/month. Ideal for small teams needing CRM and basic automation.

• 2 users, 1,500 contacts.
• Automated invoicing and payment reminders.

Pro

Advanced automation, 5 users, higher contact limits. Perfect for growing agencies.

Max

Full suite with premium support and API access. Best for enterprises and complex workflows.

Keap Is Best For

Whether you’re a freelancer or a fast-growing agency, there’s a fit.

Freelancers & Consultants

Automate invoices right after project completion, so you never miss a payment milestone.

Agencies & Service Providers

Manage dozens of client invoices in one place with automated follow-up sequences.

Small Businesses

Streamline your entire quote-to-cash cycle and get paid faster without manual effort.

Benefits of Using Keap

• Faster Payments: Automated reminders reduce days sales outstanding.
• Reduced Admin: Eliminate manual invoicing and chasing overdue clients.
• Professional Branding: Custom invoice templates build trust.
• Better Cash Flow: Real-time tracking helps you predict revenue.
• Scalability: Add unlimited workflows as your business grows.

Customer Support

Keap offers responsive support via email, live chat, and phone. Their team is known for quick turnaround times and deep product expertise.

From onboarding calls to extensive help docs and community forums, you’ll always find guidance when setting up your invoicing automations.

External Reviews and Ratings

On G2 and Capterra, users praise Keap’s invoicing engine for saving them hours each month. Many highlight the ease of setting up late-payment reminders and the clarity of the reporting dashboards.

Some users note the initial setup can be complex, but Keap’s templates and support team help flatten the learning curve quickly.

Educational Resources and Community

Keap maintains an extensive blog with tips on automating billing workflows, alongside live webinars, tutorial videos, and a vibrant online community of entrepreneurs sharing best practices.

Whether you’re just learning how to send invoice automatically or advanced tactics like A/B testing invoice reminders, these resources have you covered.

Conclusion

Automating how you send invoice is a game-changer for cash flow, professionalism, and freeing up your time. With Keap, you get a unified CRM and automation platform to design tailor-made billing workflows that work 24/7. Ready to never chase another payment? Start now and Try Keap Free for 14 days Today. Your future self—and your bank account—will thank you.

Try Keap Free for 14 days Today