Features

Everything You Need to Invoice with Confidence

From creating estimates to getting paid, InvoiceBase handles every step of your invoicing workflow.

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Dive deeper into what InvoiceBase can do for your business

Invoices

Create and send professional invoices with multi-currency support, online payments, and file attachments.

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Estimates

Win more jobs with professional estimates. Get client approval online and convert to invoices in one click.

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Client Management

Manage your client database. Give every client a self-service portal to view documents and pay invoices.

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Expense Tracking

Log expenses, attach receipts, and generate reports. Available on the Pro plan.

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Multi-Tax Support

Configure multiple tax rates, compound taxes, and per-item overrides — all calculated automatically.

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Reports

Track revenue, payments, expenses, and outstanding invoices with basic and advanced reporting.

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Core Features

Invoices & Estimates Made Simple

Create professional invoices and estimates with full control over every detail. Edit item names, descriptions, prices, quantities, and add custom notes — all with real-time total calculations.

  • Full item-level editing with descriptions and notes
  • Convert estimates to invoices instantly
  • Add multiple taxes or one compound tax per business
  • Real-time total calculations as you type
Edit Invoice — INV-0042 ITEM QTY PRICE TOTAL Website Redesign Full homepage redesign 1 $2,500.00 $2,500.00 SEO Audit Technical audit with keyword analysis 2 $750.00 $1,500.00 Monthly Hosting Cloud hosting with SSL & backups 12 $49.99 $599.88 Subtotal $4,599.88 Tax (13%) $597.98 Total $5,197.86
Client Portal

Automatic Client Preview Portal

Every invoice and estimate gets its own unique URL. Your clients can view, approve, and pay documents instantly — no login required.

  • Unique URL generated for each document
  • Clients can view and approve estimates
  • Pay invoices directly from the portal
  • Professional, mobile-friendly interface
Client Portal — Sarah Mitchell SM Sarah Mitchell sarah@mitchell.co Invoices Estimates Payments INVOICE DATE AMOUNT STATUS INV-0042 Website Redesign Feb 15, 2026 $5,197.86 Paid INV-0039 SEO Audit Jan 28, 2026 $1,500.00 Paid INV-0035 Monthly Hosting Jan 10, 2026 $599.88 Due Total $7,297.74 ESTIMATE DATE AMOUNT STATUS EST-0018 Kitchen Renovation Feb 10, 2026 $8,450.00 Approved EST-0015 Bathroom Remodel Jan 22, 2026 $4,200.00 Pending EST-0012 Deck Build Dec 18, 2025 $3,800.00 Declined PAYMENT DATE METHOD AMOUNT ✓ INV-0042 Feb 15, 2026 Stripe $5,197.86 ✓ INV-0039 Jan 28, 2026 PayPal $1,500.00 Total Paid $6,697.86 Outstanding $599.88
Payments

Online Payments & Deposits

Accept payments through Stripe, PayPal, or manual methods. Handle deposits and partial payments with ease.

  • Stripe integration for credit card payments
  • PayPal integration for easy checkout
  • Manual payment tracking (check, cash, wire)
  • Deposit and partial payment handling
Pay Invoice — INV-0035 INVOICE SUMMARY INV-0035 Monthly Hosting — Jan 2026 Due: January 10, 2026 Cloud hosting with SSL & backups × 12 $599.88 Amount Due $599.88 PAYMENT METHOD stripe Credit / Debit Card Visa, Mastercard, AMEX ✓ PayPal PayPal Pay with PayPal balance Pay $599.88 Now
Pro Features

Attachments & Signatures

Upgrade to Pro to add file attachments and request digital signatures on your documents — perfect for contracts and detailed proposals.

  • Add files and documents to invoices
  • Request digital signatures from clients
  • Track signature status and completion
  • Perfect for contracts and agreements
Digital Signature — INV-0042 SIGNATURE Sign above this line Signing...
Reporting

Basic & Advanced Reporting

Lite plan includes basic reporting to track your invoices. Pro plan unlocks advanced analytics and detailed financial reports.

  • Basic reports included in Lite plan
  • Advanced analytics in Pro plan
  • Track revenue, payments, and outstanding invoices
  • Export reports for accounting
Revenue Report TOTAL REVENUE $48,320 AVG INVOICE $1,240 INVOICES SENT 39 $10k $7.5k $5k $2.5k $0 Aug Sep Oct Nov Dec Jan Feb ↑ 18%
Branding

Document Templates & Branding

Make every document look professional with customizable templates. Add your logo, colors, and formatting that matches your brand identity.

  • Multiple professional templates
  • Add your business logo and info
  • Custom colors and formatting
  • Consistent branding across all documents
Invoice Templates Choose a Template Customize with your logo, colors, and branding Pay Now ✓ Clean Pay Now Modern Pay Now Bold Add your logo & brand colors to any template

Even More Features

The details that make the difference

Long-Term History

Keep a complete record of all your invoices and estimates. Access your document history anytime, anywhere.

Item-Level Control

Edit every detail — names, descriptions, prices, quantities, and notes. Full control over your line items.

Smart Tax Handling

Set up multiple tax rates or a single compound tax per business. Calculations update in real-time.

Real-Time Updates

See totals, taxes, and balances update instantly as you edit. No waiting, no refreshing.

Estimate Conversion

Won the job? Convert any approved estimate to an invoice with one click.

Free 14-Day Trial

Try the full Pro plan free for 14 days. No credit card required, no strings attached.

Ready to get started?

Try InvoiceBase Pro free for 14 days. No credit card required.

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