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Invoicing, tracking, clients and records in one app

Create branded invoices, keep a searchable record of every one and manage your clients. Here’s the whole tour.

An editor that shows the finished invoice as you type

Every field is editable, and the A4 preview on the right updates as you type. What you see is what gets printed.

Line items
Add, remove and reorder lines. Quantities, prices and totals calculate themselves.
Tax, discount & part-payments
Percentage or fixed tax with your own label (VAT, GST, sales tax), a discount, and amounts already paid.
Any document title
Call it an Invoice, a Quotation or a Receipt, and add a reference such as a contract or PO number.
Keyboard-friendly
Ctrl+S saves, Save & Print opens the print view, and unsaved changes can be discarded in one click.
Learn more about invoicing
Saved Save & Print

Acme Corp

Acme Corp

Invoice

# INV-2026-0390002

From

Acme Corp

John Smith

555 Maple Lane, Apt 4B

[email protected]

acme-example.com

Bill to

John Doe

John Doe

555 Maple Lane, Apt 4B

[email protected]

Date

Oct 1, 2026

Due

Oct 15, 2026

DescriptionQtyPriceAmount
Monthly maintenance$1$700.00$700.00
Hosting$1$250.00$250.00
Subtotal$950.00
Total$950.00

Note

Please quote the invoice number with your payment.

Thank you for your business!

A complete, searchable record of every invoice

Every invoice you send is kept in one list, with its status worked out for you. Find anything in seconds and act on it from the row menu.

Invoice records
Search by number, client or amount. Sort the list and filter by paid, unpaid or overdue.
Status at a glance
Switch paid or unpaid in a click. Overdue is worked out from the due date.
Row actions
View, edit, print, duplicate or delete any invoice from its menu.
Cash-flow dashboard
Monthly revenue (paid vs outstanding), invoices needing attention, top clients and recent invoices.
Learn more about invoice tracking

Invoices 48

New invoice
Search number, client, amount… AllUnpaidPaidOverdue
InvoiceClientAmountStatus
INV-2026-054 Acme Corp $7,156.80 Paid
INV-2026-053 Northwind Labs $780.00 Unpaid
INV-2026-052 Oakridge Dental $2,940.00 Paid
INV-2026-051 Acme Corp $1,250.00 Unpaid
INV-2026-048 Brightline Media $4,800.00 Overdue
View Edit Print Duplicate Delete
Outstanding $2,030.00 Overdue $4,800.00

Client management that fills in the invoice for you

Keep every client’s details in one directory. Choose a client in the editor and their details land on the invoice.

Complete client records
Company name, logo, contact person, email, phone, billing address, registration number and tax ID/VAT.
Private notes
Keep payment habits, contacts and reminders with each client.
One-click invoicing
Start a new invoice for any client straight from the directory.
Invoice counts & search
See how many invoices each client has, and find any client as you type.
Learn more about client management

Edit client

CancelSave
HC

Harbor & Co.

Jamie Chen · [email protected]

12 invoices

Contact person

Jamie Chen

Phone

+44 20 7946 0958

Billing address

220 King Street, London W6

Company / registration no.

09876543

Tax ID / VAT number

GB 123 4567 89

Private notes

Pays within 14 days. Send invoices to accounts@, CC Jamie.

Eight invoice designs, four of them free

Pick the design that suits your business, in your own brand colour. Switch between designs on any invoice at any time.

4 free templates
Clean, Minimal, Compact and Executive are included with every account.
4 Pro templates
Corporate, Vivid, Sidebar and Elegant for a more designed invoice.
Your brand colour
Every design picks up your logo and colour, so it still looks like your business.
Switch any time
Change an invoice’s design in one click, before or after you send it.
Learn more about invoice templates

Business settings · Branding

Logo

A

northwind-logo.png

PNG, JPG, GIF or WebP · max 2 MB

Brand colour

Tagline

Design & development studio

Tax ID

98-7654321

VAT number

GB 987 6543 21

Acme Corp

INVOICE

No. INV-2026-0390002

Issue date

Oct 1, 2026

Due date

Oct 15, 2026

Amount due

$950.00

From

Acme Corp

John Smith

555 Maple Lane, Apt 4B

[email protected]

acme-example.com

Bill to

John Doe

John Doe

555 Maple Lane, Apt 4B

[email protected]

#DescriptionQtyUnit priceAmount
1Monthly maintenance1$700.00$700.00
2Hosting1$250.00$250.00
Subtotal$950.00
Total due$950.00

Notes & terms

Please quote the invoice number with your payment.

John Smith

Acme Corp · [email protected] · acme-example.com

Invoices that look like your business

Set up your business once in Business settings. Every new invoice starts with your logo, colour and details.

Logo & brand colour
Upload a PNG, JPG, GIF or WebP logo (up to 2 MB) and pick the colour every template uses.
8 templates
Classic, Modern, Minimal, Sidebar, Elegant, Corporate, Bold and Wave, plus optional decorations.
Legal details
Registration number, tax ID and VAT number printed where your clients’ finance teams expect them.
Signature block
Add the signer’s name and title, plus notes and payment terms.
Learn more about invoice templates

Business settings · Branding

Logo

A

northwind-logo.png

PNG, JPG, GIF or WebP · max 2 MB

Brand colour

Tagline

Design & development studio

Tax ID

98-7654321

VAT number

GB 987 6543 21

Acme Corp

INVOICE

No. INV-2026-0390002

Issue date

Oct 1, 2026

Due date

Oct 15, 2026

Amount due

$950.00

From

Acme Corp

John Smith

555 Maple Lane, Apt 4B

[email protected]

acme-example.com

Bill to

John Doe

John Doe

555 Maple Lane, Apt 4B

[email protected]

#DescriptionQtyUnit priceAmount
1Monthly maintenance1$700.00$700.00
2Hosting1$250.00$250.00
Subtotal$950.00
Total due$950.00

Notes & terms

Please quote the invoice number with your payment.

John Smith

Acme Corp · [email protected] · acme-example.com

Tax, discounts and currencies without the maths

Apply the right tax, add a discount and bill in the currency you agreed on. Totals and the balance due work themselves out.

Tax your way
Percentage or fixed tax with your own label, such as VAT, GST or sales tax.
17+ currencies
EUR, USD, GBP, AED, SAR, QAR, INR, PKR, CAD, AUD, CHF, JPY and more, or type any other currency code.
Automatic numbering
Prefix with {YYYY}, {YY} or {MM}, choose the digits and a starting number. The next number fills itself in.
Defaults that save time
Default currency, tax, terms and notes for every new invoice.
Learn more about invoicing

Tax, discount & payments

Tax label

VAT

Tax type

Percentage

Tax rate

20%

Discount

596.00

Amount already paid

2,000.00

Subtotal$6,560.00

VAT 20%$1,192.80

Balance due$5,156.80

Currency

  • EUREuro (€)
  • USDUS Dollar ($)
  • GBPBritish Pound (£)
  • AEDUAE Dirham
  • INRIndian Rupee (₹)
  • Other…

Invoice numbering

Prefix

INV-{YYYY}-

Digits

3

Next

054

Next invoice: INV-2026-054

Private workspaces, shared access and nothing lost

Keep your records private, share them when you choose, and protect finished invoices.

Private workspaces
Every account gets its own workspace and only sees its own invoices and data.
Sharing
Give other accounts access by username. Shared workspaces appear in a switcher next to the logo.
Locking
Lock any invoice, or lock them automatically once they’re paid. Locked invoices can’t be edited or deleted.
Trash
Deleted invoices and tables can be restored, or deleted for good.
Learn more about client management

Workspaces

NS Acme CorpYour workspace
HB Harbor BookkeepingShared by alex
RP Rivera PhotographyShared by jordan

People with access

UsernameAdd
  • caseyRemove
  • morganRemove

Lock invoices when they’re marked paid

Locked invoices can’t be edited or deleted

INV-2026-052 · Paid · Locked

The small things that save you time

  • Search everywhere

    Search invoices and clients as you type.

  • Print-ready A4

    A clean print view for each invoice. Print it or save it as a PDF from the print dialog.

  • Duplicate invoices

    Billing the same client every month? Duplicate last month’s invoice and update the dates.

  • Works on any screen

    A collapsible sidebar on desktop and a slide-out menu on phones.

  • Keyboard shortcuts

    Ctrl+S saves the invoice you’re working on, and Save & Print opens the print view.

  • Private by default

    Every account gets its own workspace. Nobody sees your invoices or clients unless you share with them.

Business Invoices vs. documents and spreadsheets

Word processors and spreadsheets can make an invoice. They weren’t designed to run your billing.

Capability Docs & sheets Business Invoices
Consistent, branded layout on every invoice By hand Yes
Automatic invoice numbering No Yes
Client details filled in for you No Yes
Tax, discount and balance calculated By hand Yes
Paid, unpaid and overdue at a glance No Yes
Paid invoices protected from edits No Yes
Shared access without sharing files No Yes
Searchable record of every invoice No Yes