Every feature on this page is grounded in the current Invofy product: document creation, client and business management, PDF customization, reporting, exports, and Pro capabilities.
Switch between invoice and estimate workflows without changing tools or rebuilding client data.
Add quantities, unit prices, item-level discounts, taxable flags, and document-level tax and discount controls.
Track documents as draft, sent, paid, or converted so follow-up work is visible at a glance.
Save contact details, phone numbers, email addresses, and billing addresses for repeat work.
Manage more than one business identity, choose defaults, and keep logos and contact details ready for each document.
Store products or services with default prices and tax behavior to speed up future invoices.
Choose between classic, modern, and minimal templates, then tune the primary color to match your brand.
Generate PDFs, send them through your preferred apps, and print directly when a paper copy is needed.
Turn approved estimates into invoices without recreating line items or client details from scratch.
Review paid invoices by year and currency, with quarterly breakdowns to understand what is actually landing.
Export invoice data when you need a spreadsheet for bookkeeping, handoff, or deeper analysis.
Invoice in 47+ major currencies with locale-aware formatting across the regions your clients work in.