Features

• Invoice builder & saved invoices

  Create line items, taxes, and discounts; save to your account; download template-based PDFs from the API.

• Estimates & conversion

  Build quotes with the same rigor as invoices, store them in your workspace, and convert an approved estimate to an invoice in one step.

• Clients & items

  Reusable client records and a product/service catalog speed up repeat billing and keep naming consistent.

• Multi-currency

  Choose invoice and base currencies from supported options so totals align with how you quote and reconcile.

• Custom invoice templates

  Pick from professional layouts—custom invoice templates so branding and business details flow through to PDFs and previews.

• Dashboard & invoice tracking software

  Subscription status, usage, and account tools in one place—invoice tracking software so you see what is owed and what is paid.

• Email & SMTP (paid plans)

  Where your plan allows, send invoices with platform or custom SMTP—automated invoicing solutions that reach clients from your domain.

• Business profile

  Onboarding captures logo, contact data, and preferences so every document looks like your brand.

The mobile app extends InvoiceMe with modules aligned to how owners work in the field: estimates, bills, banks, contractors, and AI-assisted finance. See the mobile overview or install from Google Play.

• Smart invoicing

  Clients, line items, tax, discounts, paid/unpaid status, due dates, and reminders from one dashboard.

• Estimates & quotes

  Create estimates and convert them to invoices when work is approved; track pending and converted quotes.

• Bills & expenses

  Dedicated flows for bills, expenses, payment slips, attachments, and templates—mirroring real back-office work.

• AI CFO assistant

  Chat for cash-flow and margin insights, categorization, CFO alerts, tickets, and notification settings.

• Reports & analytics

  Income, expenses, and profit views by period; export CSV for accounting partners.

• Payments & banking

  Multiple bank accounts, ledgers, and manual payment methods with clear references in your records.

• Contractors & catalog

  Manage contractors with documents, plus reusable items with pricing and tax metadata.

• Cross-device

  Use InvoiceMe on phone or desktop; data stays aligned across the ecosystem.