NEWQuotations, PDF invoices, public links, and payment records

Invoices and
quotations
for small teams.

Create invoices and quotations, manage clients and projects, record payments, and see receivables clearly without the weight of full accounting software.

Quotation
#Q-026
Draft
EstimateHK$ 48,200
Invoice
INV-041
Date 14 May
Due 28 May 2026
From
Studio Nakamura Ltd.
14F Hollywood Rd
Bill To
Northline Studio
Central, Hong Kong
Invoice
Spring identity refresh
Apr 12 - May 06
ItemQtyAmount
Brand audit & workshop1HK$ 12,000
Identity system1HK$ 38,500
Guidelines & artwork1HK$ 14,800
SubtotalHK$ 71,500
Discount-HK$ 1,430
Tax 0.5%HK$ 350
TotalHK$ 70,420
Payment Information

Bank transfer within 14 days. PDF export and public invoice link included.

Chapter 01 · Invoices and quotations for freelancers and small businesses
Built for small operatorsFreelancersConsultantsSmall studiosAgenciesService teamsSmall businessesBuilt for small operatorsFreelancersConsultantsSmall studiosAgenciesService teamsSmall businesses
Chapter 02 · Built in

Four workflows.
One quiet system.

Invofolio brings quotations, invoices, clients, projects, payment records, and receivables into one workspace, so billing stays clear from the first estimate to the final payment.

01

Invoices with public links

Create professional invoices with saved clients, due dates, discounts, tax, payment details, PDF export, public links, and Pro recurring invoice schedules.

PDF previewauto-numberingrecurring invoices
02

Quotation software that converts

Create quotations for estimates and proposals, then convert accepted work into an invoice without retyping the client, project, or line items.

quotationsquote to invoicesame line items
03

Client and project records

Store client contact details, billing addresses, default currency, language, custom fields, and project numbering rules for repeat and recurring work.

client defaultsledger viewcustom fields
04

Receivables and payment tracking

Record partial payments, track outstanding balances, review overdue invoices, and see cash movement across clients and currencies.

payment recordsreceivablescashflow
Chapter 03 · The page itself

12 templates. Same numbers.

Choose from 12 invoice and quotation styles. Switch templates with a live preview before you save; totals, client details, line items, and payment instructions stay intact.

Swipe templates
ModernTEMPLATE /001

Clean, balanced, and easy to read on screen.

StudioTEMPLATE /002

Editorial side-rail layout for creative work.

CorporateTEMPLATE /003

Structured boardroom layout for B2B clients.

Chapter 04 · View from upstairs

Your receivables,made visible.

Receivables without the spreadsheet fog. See the late invoices, near-due work, collected payments, and client concentration in one composed view.

01 /Cash position
Outstanding / Collected / Overdue / Due Soon
Outstanding
HK$ 100,000
Open invoice balance
Collected This Month
HK$ 60,000
Payments collected
Overdue
HK$ 15,000
Open past due
Due Soon
HK$ 41,210
Due in the next 7 days
Cash MovementInvoiced / received / due forecast
Dec
Jan
Feb
Mar
Apr
May
02 /Receivables aging
Open balance by bucket
Not due
1-30 d
31-60 d
60+ d
Total open · HK$ 100kHK$ 5k past 60 days
03 /Client concentration
Top 5 by received
North Point Design42%
Atelier Roussel24%
Two Birds Studio12%
Harbour Kitchen8%
Ming Kai Advisory5%
Top 5 share92% of receipts YTD
Largest single client42%
04 /Currency exposure
Rolled up into HKD with daily FX
HKD
USD
EUR
JPY
GBP
HK$ 50k
Foreign currency open
5 currencies
Converted daily
Chapter 05 · Terms

Simple.
Two plans. No seats.

Swipe plans

Free

01 / Tier
US$0
forever - no card required
Start free
5 invoices per month
2 clients
1 project
All invoice templates
PDF preview/export
Public invoice links
MOST PICKED

Early Pro

02 / Tier
US$5
per month - launch pricing
Start Early Pro
Unlimited invoices and quotations
Unlimited clients
Unlimited projects
Unlimited invoice volume
Recurring invoice schedules
Client defaults and custom fields
Multi-currency receivables dashboard
Payment records and partial payments
Chapter 06

Questions,
answered.

Anything else? We answer support emails directly while we build with our first users.

Contact Us →

Invofolio is a calm billing workspace for freelancers, consultants, small studios, agencies, service teams, and small businesses. It brings invoices, quotations, clients, projects, payment records, and receivables into one place without trying to replace full accounting software.