Collaborate across up to 10 team seats (Pro), enforce approval workflows before invoices leave the building, and track revenue across all clients in one dashboard.
Add account managers, finance staff, and admins with three roles (Owner, Admin, Member) and nine granular permissions — control who can manage invoices, approve documents, view reports, or touch billing settings.
Set rules in Settings → Approvals: require sign-off for every invoice above a threshold, for new clients, or always. The Send button is locked until an approver acts, keeping large invoices from going out unchecked.
Build unlimited templates with the 22-block editor — different headers, logos, and layouts per service line. Choose from 12 premade designs as a starting point. All blocks support per-block styling: colors, fonts, borders, and padding.
The Pro reports module breaks revenue down by period, client, and product. The Aging report buckets overdue amounts into 30/60/90+ day columns. DSO tracks how long clients take to pay on average. Tax report exports to CSV for your accountant.
The Pro plan supports up to 10 seats total (including the owner). Starter and Lifetime plans are single-user. Each team member is assigned a role and a set of granular permissions you configure.
You set rules in Settings → Approvals: trigger on amount threshold, new client, or always. When a matching invoice is saved, Invotify creates a pending approval request and notifies designated approvers in-app. The Send action returns a 'pending approval' block until an owner or admin approves.
Templates are company-wide — any team member with the manage_templates permission can create, edit, or clone them. Each new invoice or quote picks from the shared template library, so the whole agency stays on-brand.
The dashboard gives all-tier revenue metrics. With a Pro plan you also get a Revenue report by period/client/product, a P&L report, an Aging report (30/60/90+ day overdue buckets), a DSO report with trend, and a Tax report with CSV export.
एक मिनट से भी कम में प्रोफेशनल इनवॉइस बनाएं। किसी डिज़ाइन स्किल की ज़रूरत नहीं।