send invoice tasks can eat up hours of your week if you’re stuck on manual billing cycles. Imagine cutting that time in half—or more—by automating the entire process. With Keap, you can automate billing, reminders, and follow-ups so you never lose track of a payment again.

Keap has empowered small businesses for years with its robust CRM and industry-leading automation. Today, I’ll walk you through why Keap is the go-to choice when you need to send invoice automatically, boost cash flow, and maintain consistent client communication. Ready to eliminate manual billing? Try Keap Free for 14 days Today.

What is Keap and How It Simplifies Send Invoice Tasks?

Keap is a powerful sales and marketing automation platform designed for small businesses that want to eliminate tedious, manual billing workflows. At its core, Keap combines a flexible CRM, drag-and-drop automation builder, email and SMS marketing, sales pipeline management, and payment processing—all in one place.

When it comes to send invoice operations, Keap allows you to:

• Automatically generate and email professional invoices.
• Schedule follow-up reminders for overdue payments.
• Track payment status and revenue in real time.

Keap Overview: Streamline Your Send Invoice Workflow

Founded on the belief that small businesses deserve enterprise-grade tools, Keap has grown into the leading CRM & automation software for entrepreneurs. From its beginnings as a simple contact manager, Keap now serves tens of thousands of businesses worldwide.

Key milestones:

• Over 20 years in the market, refining its automation engine.
• Integration with 5,000+ third-party apps to maintain unified data.
• Industry awards for customer support and ease-of-use.

Pros and Cons of Using Keap to Send Invoice Automatically

Pros:

• Fully automated invoicing: Schedule invoices and reminders with no manual steps.
• Integrated payments: Accept credit cards, ACH, and more directly through Keap.
• Customizable templates: Create on-brand invoices in seconds.
• Real-time tracking: See who’s viewed, paid, or ignored your invoice.
• Seamless CRM integration: Link invoices to contacts and deals.
• Time savings: Automations cut billing time by up to 75%.

Cons:

• Learning curve for advanced automation setups.
• Some advanced payment features require higher-tier plans.

Features that Empower You to Send Invoice with Ease

Keap’s suite of features is built to automate every aspect of billing and client follow-up. Below are the key tools you’ll use to automate your send invoice process:

Automation Builder

Drag-and-drop your way to streamlined workflows:

• Trigger invoicing sequences when projects reach milestones.
• Send automated payment reminders at custom intervals.
• Branch logic based on payment status or customer responses.

Payments & Invoicing

Manage all transactions without leaving Keap:

• Automated invoice creation and delivery.
• Secure payment collection with integrated gateways.
• One-click payment links in emails and texts.

Email & Text Messaging

Keep clients informed at every step:

• Invoice notifications and overdue alerts via email or SMS.
• Prebuilt templates optimized for engagement.
• Detailed deliverability and open-rate reports.

Keap Pricing Plans for Every Business Size that Send Invoice Needs

Keap offers tiered plans designed to scale with your business. Each plan includes the essentials for automated invoicing and payments:

Lite

Price: $79/month

Ideal for solopreneurs who need basic CRM and invoicing automations:

• Up to 1 user, 500 contacts.
• Email and SMS campaigns.
• Basic invoicing automation.

Pro

Price: $159/month

Perfect for growing teams wanting advanced automations:

• Up to 2 users, 1,500 contacts.
• Sales pipeline and appointment scheduling.
• Advanced invoicing sequences and payment plans.

Max

Price: $229/month

Designed for established businesses with complex needs:

• 3+ users, 2,500+ contacts.
• Custom reporting and e-commerce integrations.
• Priority support and dedicated onboarding.

Keap Is Best For Businesses Ready to Send Invoice Efficiently

Whether you’re a freelancer or a multi-person team, Keap’s automation capabilities will transform your billing:

Freelancers & Consultants

Eliminate time spent chasing payments so you can focus on your craft.

Agencies & Service Providers

Automate client billing cycles to maintain healthy cash flow and clear communication.

Coaches & Trainers

Send session invoices and follow-ups automatically to boost retention.

SaaS & Subscriptions

Integrate recurring billing and upsell paths without manual invoicing work.

Benefits of Using Keap to Send Invoice and Get Paid Faster

Adopting Keap for your invoicing means more than just automation—it’s about growth and efficiency:

• Faster payments: Automated reminders reduce late invoices by up to 40%.
• Improved cash flow: Predictable billing cycles and real-time revenue tracking.
• Professional branding: Custom invoice templates reinforce your brand identity.
• Reduced errors: Eliminate manual entry mistakes in billing data.
• Scalable processes: Build workflows once and use them across all clients.

Customer Support

Keap’s support team is available via live chat, email, and phone. From onboarding to complex workflow design, you’ll always have guidance from knowledgeable specialists.

The support portal includes an extensive knowledge base, video tutorials, and community forums. No matter your question, Keap ensures you have the resources to succeed.

External Reviews and Ratings

Users consistently praise Keap for its ease of use and powerful automations. On G2, Keap holds a 4.2/5 rating, with customers highlighting:

• Smooth invoicing setup and payment tracking.
• Responsive customer service and training resources.

Some users note the initial learning curve for complex sequences, but most agree the long-term time savings far outweigh the setup effort.

Educational Resources and Community

Keap maintains a robust ecosystem of learning materials:

• Official blog with articles on automation best practices.
• Weekly webinars covering new features and workflows.
• Community forum to share templates, tips, and success stories.
• Partner directory for certified consultants to assist with custom setups.

Conclusion

If you’re looking to streamline how you send invoice, Keap delivers a unified platform to automate billing, follow-ups, and revenue tracking. Join thousands of businesses that have reclaimed hours each week and boosted their cash flow. Ready to see it in action? Try Keap Free for 14 days Today and transform your invoicing process.