Proposal
A designed document with sections, a pricing table and a signature field the client fills in on screen.
Every part of Invoice Crowd, from first proposal to closing balance
Invoice Crowd is one account for proposals, estimates, invoices, payments, purchasing, time tracking and accounting, so each document carries on from the one before it instead of being retyped somewhere else.
- Proposals, invoicing and accounting
- 15 payment gateways
- 30-day free trial
How the work moves
One chain from the pitch to the ledger
Customers, items and documents carry through from proposal or estimate to invoice, payment and report, so nothing is typed twice.
Open with either document
Estimate
A priced quote with lines, tax and recipient choices, approved online instead of by a countersigned PDF.
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Invoice
Approval carries the same lines into an invoice, with a deposit up front if that is how the job is staged.
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Payment
The client settles it from the portal through whichever gateway you connected, in one payment or several.
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Accounting
Each document and payment posts to the ledger, so the statements are already written when you go looking.
The three jobs
Win the work, bill it, then see what it earned
Three stages, one connected account. Each one below links to its own page for the full detail.
Win the work
Estimates and proposals, two ways to open the same deal
Proposals clients can review and approve
Build a branded proposal with reusable content blocks, send it to your client and track their response. Clients can review the proposal and sign online.
- Template gallery and block editor
- Line items clients can remove before approval
- E-signature with live status tracking
Estimates when speed matters
The lighter sibling of a proposal. Reuse your item catalogue, quote in the client's currency, get approval online, and convert straight to an invoice.
- Reusable item and service catalogue
- Client approves and signs online
- Auto-convert to invoice on approval
Bill and get paid
From the approved document to money in the account
Invoicing with the fiddly parts handled
Customisable templates, multi-currency, GST and regional tax rules, payment stubs, custom fields and your own terms. All per document, all remembered.
- Branded invoice templates you design yourself
- Late fees, partial and split payments
- Multi-currency and multi-language documents
Templates you actually design
Start from eight provided designs and make one yours in the drag-and-drop template builder: fonts, colours, background shapes, logo size, labels, table columns and the order of its sections. The invoice your client opens looks like it came from your studio. Saving a customised design is included on paid plans and in the 30-day free trial.
- Drag-and-drop template builder
- Fonts, colours, shapes and logo size
- Per-document terms, notes and payment stubs
Recurring revenue on autopilot
Set the cadence once and Invoice Crowd issues and sends each invoice, with reminders on your schedule. Pause, resume or edit a schedule without rebuilding it, or run a retainer with hours included each month. Recurring billing is on paid plans.
- Recurring invoices, subscriptions and retainers
- Automatic reminders on the days you choose
- Pause, resume or amend any schedule
Payments on your clients' terms
Connect Stripe, PayPal, Razorpay, Square, Payoneer, Authorize.net, Braintree and eight more with your own merchant keys. Share a payment link, payment confirmations go out by themselves, and refunds for nine gateways go back through the provider from the invoice.
- Your own merchant accounts
- Payment links and a self-serve client portal
- Automatic payment confirmation emails
Run the business
Where the work, the money and the reporting meet
Worklog that turns hours into invoices
Log time against projects and tasks in a weekly timesheet, approve each week, see what each member of the team has delivered and what each project earns, and pull the billable hours straight onto the next invoice.
- Time logged per project, task and team member
- Billable hours flow into invoices
- Team workload visible at a glance
Accounting that keeps itself current
A real chart of accounts, purchases and expenses beside income, a profit and loss that is always up to date, and Lock Transactions to keep closed periods closed.
- Chart of accounts, purchases and expenses
- Profit and loss, always current
- Separate books per business profile
Reports that answer real questions
Invoiced versus received, expenses and income by period, and who owes you what by age. The numbers you would otherwise rebuild in a spreadsheet.
- Invoice, expense and income reports
- Age debt and scheduled report emails
- Date presets, PDF download and email
An AI Assistant that knows your books
Ask what is unpaid, what you spent last month or which customer still owes you, and it answers from your own records. Describe an invoice, estimate, customer or expense and it drafts it, asking for anything missing, then waits for you to confirm.
- Answers from your own invoices, bills and reports
- Drafts records, reads CSV, Excel and receipt photos
- Nothing saved until you confirm, and it never deletes
Customers, contacts and their whole history
One record per client with their invoices, payments, files and portal login, plus a Statement of Account PDF whenever they ask what they owe, so nobody has to dig through email to answer a billing question.
- Full document and payment history per client
- Contacts, addresses, currency and tax defaults
- Self-serve portal access per customer
Every brand you own, one login
Each business profile carries its own logo, tax identity, currency, templates, payment accounts and books, and you switch between them from the same dropdown.
- Separate branding and tax identity per profile
- Separate templates, gateways and books
- One subscription for every company
One subscription
What you would otherwise buy separately
Most businesses juggle a proposal tool, a billing tool, a payment page and a bookkeeping package. Invoice Crowd brings all four into one account.
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Pitch to P&L in one place
Proposals, estimates, invoicing, payments, worklog and accounting are the same product, not integrations you maintain.
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Every business you own
Each profile keeps its own logo, tax identity, currency, templates, gateways and books, all on one subscription rather than one bill per company.
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Get paid your clients' way
Connect Stripe, PayPal, Razorpay, Square, Payoneer and more, and payments land straight in your account. Card details are never stored.
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Bill clients anywhere
Quote and invoice in your client's currency, with GST and regional tax rules handled per document, so an overseas client is never a special case.
Quoting and billing
The pages behind the documents
Each card is a feature with a page of its own, laid out in the order a job usually moves through them.
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Create an estimate
Price the lines, add custom tax and discount rates, then send it out for approval online.
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Client-removable estimate lines
Turn on Remove Items and clients can drop saved lines before approving, with the totals updating as they go.
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Change quantity
Let the client set how many hours or units they are agreeing to buy before approving.
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Convert to invoice
An approved estimate becomes an invoice with the same lines, by hand or on its own.
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Create an invoice
Build an invoice line by line with tax, discounts, custom fields and the design you chose.
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Payment links
Share one reusable link for a fixed-price service, and each buyer pays online and gets their own invoice.
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Recurring invoices
Bill on a repeating schedule and let each cycle raise its own document. Included on paid plans.
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Late fees
Add one flat or percentage fee the day after an unpaid invoice's due date, with a notice on the invoice beforehand.
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Customer portal
Clients sign in to read, approve, download and pay without an email thread in between.
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Proposal builder
Stack text, image, table and pricing blocks into a document the client reads and signs in the browser.
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Manage estimates
Every quote in one list with its status, its history and the invoice the approval produced.
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Manage invoices
Follow a bill from draft through sent, part paid and settled, with credit notes for corrections.
The rest of the account
Money, books and connections
The parts that keep working after a document has been sent, and the connections out to tools you already run.
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Payment gateways
Connect any of 15 payment gateways with your own account and choose which of them each document offers.
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Split and partial payments
Take a deposit up front and collect the balance in stages, each with its own date.
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Track expenses
Record a cost against the right account and business profile, with the receipt attached.
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Profit and loss
Read income against expenses for any period, straight from the ledger invoices post to.
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Customer records
One record per client with their invoices, payments, files and portal access, and a Statement of Account PDF on request.
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Zapier
Connect through Zapier using your Invoice Crowd sign-in, start Zaps from new invoices, estimates or customers, and create records from other apps.
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Pabbly Connect
Connect through Pabbly Connect using your Invoice Crowd sign-in if that is where your automations already live.
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Notifications
Get an in-app alert when an invoice is viewed, a payment arrives or an estimate is accepted, and an optional email when an invoice goes overdue or an estimate expires.
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Plans and pricing
Compare plans, prices and allowances, and choose the one that fits your business.
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Double-entry accounting
A chart of 148 accounts, a general ledger, manual journals and a trial balance behind them.
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Reports and statements
Invoice, aged debt, income, expense and GST filing reports, with the first four sent by email on a schedule you set.
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Vendors and bills
Record suppliers, enter the bills they send, raise purchase orders and hold vendor credits against them.
Design, payments, time and control
Designing, collecting and closing the books
Pages for designing your documents, recording what customers paid, billing time, connecting AI apps and keeping closed periods closed.
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Retainers
A monthly invoice with a bank of hours: unused hours carry over or expire, and extra hours go on the next invoice. Paid plans.
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Payments received
Every invoice payment, advance and overpayment credit in one list, with one receipt able to pay several invoices, oldest first.
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Refunds
Refund through Stripe, PayPal, Razorpay, Square, Braintree, Authorize.net, Airwallex, GoCardless or Paystack, recorded once the provider confirms.
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Payment reminders
Reminder emails before and after the due date, a manual Send Reminder, and a per-customer opt-out you set.
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Lock transactions
Lock invoicing, purchases, accounting or everything up to a date, with partial unlocks and a lock history. Owner only, paid plans.
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Timesheets
Log time in a list or a week grid, approve submitted weeks, check utilisation, and turn the hours into an invoice. Paid plans.
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Project profitability
Revenue minus labour cost and expenses for each project, shown as profit and margin on the project's Profitability tab.
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GST invoicing for India
GSTIN, HSN and SAC, place of supply, TDS on payments and GSTR-1, GSTR-3B and GSTR-9 preparation in the GST Filing report.
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Invoice template builder
Change a design's fonts, colors, shapes, logo size and columns, with document labels in eight languages. Saving a customized design is included on paid plans and in the 30-day free trial.
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Custom fields
Add a PO number or project code above or below the items, or fill it in from the customer's record.
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Customer statements
Download a Statement of Account PDF for any customer: every invoice and payment, or only what is still outstanding.
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AI Connections
Connect Claude, ChatGPT or another MCP app to one business, and approve the changes it prepares in Invoice Crowd. Paid plans.
Questions
What Invoice Crowd covers, answered
What is included in Invoice Crowd?
Invoice Crowd includes proposals with e-signature, estimates, invoices, recurring invoices, retainers, payment links, payments received and credit notes on the sales side. Customers, a client portal, vendors, expenses, bills and purchase orders sit around them. Underneath is double-entry accounting with 148 accounts and transaction locking, plus reports, Worklog time tracking, an AI assistant, AI Connections for Claude and ChatGPT, a Developer API, team roles and notification settings.
Can I use only the invoicing and ignore the rest?
Yes. Start with invoicing alone, and add proposals, estimates or accounting whenever you are ready. The modules you skip stay quietly out of the way, and a bookkeeper can take care of the accounting screens.
Which features depend on the plan I pick?
Plans differ by profile, proposal and team allowances, and many features are included on paid plans: recurring invoices and retainers, accounting, bills, purchase orders, expenses, incomes, credit notes, payment links, Worklog, the AI Assistant, AI Connections, the Developer API, team members, the customer portal, Lock Transactions and every payment gateway beyond PayPal. The pricing page sets out each plan's allowances.
Is there anything to install?
Nothing at all. Invoice Crowd runs in your browser at apps.invoicecrowd.com, so your laptop, desktop and phone all reach the same account, always up to date. Clients simply open their documents from a link.
How do the different parts connect to each other?
Through shared records rather than exports. An estimate converts into an invoice carrying its own lines, the payment attaches to that invoice, and both post to the ledger. The customer record shows their invoices and payments, and a Statement of Account PDF answers what a client has had and owes.
What does it cost to try all of this?
Start with a 30-day free trial, then choose the plan that fits. The pricing page sets out prices, billing intervals, included business profiles and payment integrations.
Follow one job through the whole thing
Write a proposal, turn the approval into an invoice, take the payment, then open the ledger and read what it recorded. That is the entire product in an afternoon.
- 30-day free trial
- Monthly or yearly plans
- Everything in one account