Send a quote, get approval, then convert it to an invoice with a single click. The same 22-block builder powers both documents, and the client portal lets your customer accept or reject quotes without logging in.
Automate monthly or quarterly retainers. Invotify generates and optionally sends the invoice on schedule — with up to 90 days of generate-ahead so you can review the draft before it reaches your client.
Bill international clients in their local currency. Set the currency and preferred language per client — the invoice PDF and email render in the correct locale automatically, including date formats and number separators.
Enter a client VAT number to validate it against VIES and auto-fill company name and address. Each line item supports two independent tax rates, covering GST/PST splits and reverse-charge scenarios.
Yes. The quote builder uses the same 22-block editor as the invoice builder. Once a client accepts, you convert the quote to an invoice in one click via the dashboard. The quote status updates to 'converted' and all line items carry over.
Create a schedule with the retainer amount and billing cycle. Enable auto-send and Invotify emails the invoice PDF to your client on each occurrence date. You can generate ahead — up to 90 days early — so there's always a review window before the invoice goes out.
Clients can draw a digital signature directly on the public share page — no account needed. The system records their name, optional email, timestamp, and IP address as an audit trail.
Invotify lets you set two independent tax lines per line item with custom labels, so you can express 0% VAT with a 'reverse charge' note. The VIES validator confirms your client's EU VAT number before you invoice. How the tax is calculated and reported to your authority remains your responsibility.