01
Invoices
Create clean PDF invoices with line items, discounts, tax, due dates, payment details, and public links for clients.
Features
One workspace for the billing work around every invoice.
Invofolio keeps the practical pieces of small-team billing together: invoices, quotations, client records, projects, payment records, public links, templates, and receivables visibility.
02
Quotations
Prepare estimates and proposals, then convert accepted work into invoices without retyping client, project, or line item details.
03
Clients
Keep billing contacts, addresses, default currency, language, and custom fields ready for repeat work.
04
Projects
Group invoice and quotation work around projects so client billing stays easier to review later.
05
Payment records
Record full and partial payments against invoices so outstanding balances stay clear.
06
Receivables dashboard
See overdue, near-due, collected, and client concentration views without maintaining a separate spreadsheet.
07
Public invoice links
Share client-friendly invoice pages without requiring clients to create an Invofolio account.
08
Templates
Switch between 12 invoice and quotation templates while keeping the same document data.