Every tool to invoice, get paid, and grow your business
The full product tour — eight chapters, every major feature, shown with the real product. Jump straight to what matters to you.
22 blocks. One precision grid.
Drag blocks onto a 24-column grid, style each one independently, save as a design. What you see in the builder is what the PDF renders.
22 block types
Identity, document, content, money, and layout blocks — every piece of an invoice is composable.
Precision grid
24-column snap grid. Resize and drag handles. Pixel-for-pixel PDF match.
Per-block styling
Colors, fonts, borders, padding, and radius — each block carries its own overrides.
Field toggles
Hide any field on any block per invoice — one design, many variations.
Live preview
See changes in real-time on an A4 canvas as you design.
Unlimited designs
Save any layout as a reusable design. Remix anytime.
12 premade designs
All remixable
Stop retyping. Let Invotify auto-fill.
Pick a customer — Bill To fills itself. Pick a product — line items fill themselves. Mark an invoice paid — stock decrements itself.
- NONorthwind Coffee Co.ap@northwindcoffee.comUnited States$1,800.00
- LULumen Architectsbilling@lumenarch.comDenmark$0.00
- VEVerde Botanicalsaccounts@verdebotanicals.coUnited States$0.00
- HAHalcyon Mediafinance@halcyonmedia.ioUnited Kingdom$1,800.00
- RIRivet & Co.pay@rivetand.coCanada$7,050.00
One-click auto-fill
Select a customer and every field populates — name, email, address, phone, tax ID.
Customer history
See every invoice, quote, and payment for a client in one place.
Search & filter
Find any customer or product instantly with full-text search.
Product catalog
ProStore products with SKU, price, category, and unit — reuse across invoices.
Stock tracking
ProAuto-decrements when an invoice is paid. Movement log for every change.
Stock history
ProAppend-only ledger: every restock, adjustment, and sale is logged with who and when.
- Restock+1012Manual restock2h ago
- Sale−12INV-0039 paidYesterday
Set it once. Ship forever.
Recurring invoices, scheduled generation, progress billing from quotes, and a calendar that shows what's coming.
- #1Paid$5,400Kickoff30% of quote
- #2Sent$5,400Mid-review30% of quote
- #3Draft$7,200Delivery40% of quote
5 recurrence patterns
Daily, weekly, monthly, yearly, or once — with start dates, end dates, and occurrence limits.
Auto-send
Each invoice emails itself to your customer on the date, PDF attached — or generate days ahead for a review window first.
Progress invoicing
Bill a big quote in phases. Over-billing protection built in.
Quote → Invoice
One click converts an approved quote with all details carried over.
Sequential numbering
Generated documents pick up the next number in your sequence automatically — no duplicates, no gaps.
Calendar view
See every due date, schedule, and quote expiry on one visual timeline.
One invoice. Any language. Any currency.
Pixel-perfect PDFs rendered server-side, branded emails, 21 locales with RTL, and 100+ currencies. Your clients see it in their language.
Pixel-perfect PDF
Same CSS grid in the builder and the PDF. What you see is what your client downloads.
Branded email
Logo, company info, custom message, PDF attached, payment link in-body.
Per-customer language
Set a preferred locale on any customer. Every document they receive translates automatically.
100+ currencies
Company default, customer override, invoice override. Stripe picks up the currency at checkout.
E-invoicing
ProExport as UBL, CII (XRechnung), or Peppol BIS 3.0 XML for EU tax compliance.
Barcodes & QR
CODE128 barcode or QR code block on any invoice. Scan-to-pay or custom URL.
Invoices that close themselves.
Stripe, PayPal, bank sync, overdue reminders, late fees, credit notes — from the first pay button to the final reconciliation.
- INV-2026-0012Lumen ArchitectsJun 3Draft$4,250.00
- INV-2026-0011Northwind Coffee Co.May 28Sent$1,800.00
- INV-2026-0010Rivet & Co.May 19Sent$7,050.00
- INV-2026-0009Halcyon MediaMay 4Overdue$1,800.00
- INV-2026-0008Verde BotanicalsApr 26Paid$3,000.00
- INV-2026-0007Lumen ArchitectsApr 9Paid$7,550.00
- Brand identity package$2,400.00
- Landing page design$1,053.84
Payment received for Invoice INV-0042 from Bright Ideas Agency
less than a minute ago
- +$3,453.84BRIGHT IDEAS AGENCYFeb 28Matched · INV-0042Confidence: 98%
- +$1,280.00NORTHWIND CO XFERFeb 26Matched · INV-0041Confidence: 94%
- +$548.50POLARIS STUDIOFeb 24ReviewConfidence: 72%
Stripe & PayPal
ProStripe Checkout — cards, Apple Pay, Google Pay — or PayPal. Status flips to Paid automatically.
Bank sync
ProConnect via Plaid. Transactions auto-match to outstanding invoices.
Overdue reminders
Auto-send polite reminder emails when invoices go overdue. Configurable schedule.
Late fees
Grace period + percentage or fixed fee + max cap. Auto-calculated.
Credit notes
Full or partial credits against any invoice. Own number, own PDF.
Partial payments
Record any amount. Invoice stays open for the remainder.
Manual recording
Cash, check, wire — record payments from outside Invotify.
Customer statements
Running balance with invoices, payments, and credits in one PDF.
Work together. Stay in control.
Three roles, nine permissions, signed invites, and a full activity log. No per-seat fee — invite everyone.
- Manage Invoices
- Manage Quotes
- Manage Customers
- View Reports
- Manage Products
- Manage Templates
- Manage Schedules
- Manage Team
- Manage Billing
- Manage Invoices
- Manage Quotes
- Manage Customers
- View Reports
- Manage Products
- Manage Templates
- Manage Schedules
- Manage Team
- Manage Billing
- Manage Invoices
- Manage Quotes
- Manage Customers
- View Reports
- Manage Products
- Manage Templates
- Manage Schedules
- Manage Team
- Manage Billing
Owner
Full access, billing control, cannot be removed.
Admin
Every permission by default. For trusted teammates.
Member
Custom permissions per person — grant only what they need.
9 permissions
Invoices, quotes, customers, products, designs, schedules, reports, team, billing.
Signed invites
Email invites with expiring tokens. Pre-assign role and permissions.
Activity log
Every action timestamped with who did it. Filter by person or date.
See the money before you ask.
Revenue charts, aging reports, DSO tracking, and real-time notifications when something important happens.
Notifications will appear here
Revenue at a glance
Revenue by period, outstanding, paid, overdue — drill down to the invoice level.
6 financial reports
ProRevenue, P&L, aging, DSO, and tax — plus customer statement PDFs. Tax report exports to CSV.
Status distribution
Visual breakdown of paid vs pending vs overdue invoices at any period.
Real-time notifications
Payment received, due soon, overdue, low stock, quote accepted.
Per-customer insights
Lifetime value, payment history, outstanding balance — per client.
Configurable channels
In-app bell, email, or both. Per-person preferences. Rate-limited.
Your data. Your keys. Your control.
Modern authentication, strict data isolation, and GDPR privacy tools. You own your data; Invotify just stores it safely.
Passkeys
Sign in with fingerprint, Face ID, or a hardware security key. Phishing-resistant by design.
Multiple sign-in
Email + password, Google, Apple, or passkeys. Your team can use different methods.
Two-factor auth
Email-delivered one-time codes on every login. Toggle on in Settings.
Data isolation
Every request is scoped to your company. Other accounts can never see your data.
Session management
View all active sessions. Revoke any device with one click.
Password recovery
Secure recovery link with single-use tokens. Old password invalidated on reset.
Full data export
Download a JSON archive of everything — invoices, customers, products, designs.
Account deletion
Delete your account and every byte of data. Permanent, on your terms.
Ready to send your first invoice?
Create a professional invoice in under a minute. No design skills needed.