How it works
Run client billing from first quote to final report
JustInvoice now covers the whole operating loop: clients, catalog items, invoices, estimates, custom documents, expenses, receipts, payment tracking, and financial reports. Turn on only the modules your business uses.
The core workflow
Start with your business defaults, create documents from real client and catalog data, then track status and payment history from the dashboard.
Set up your workspace
Add your business profile, logo, default currency, tax rate, payment terms, and bank account details. Teams can work in an organization, while admins control shared settings.
Organize clients and catalog items
Keep client records, contacts, billing addresses, and reusable services or items ready before you build a document. Line items can pull from the catalog so repeat work takes less typing.
Create invoices and estimates
Build invoices and estimates with draggable line items, optional details, discounts, tax, due dates, validity dates, notes, and multi-currency totals. Accepted estimates can become invoices, including partial conversions for phased billing.
Share secure links or PDFs
Send a browser link or download a polished PDF. Clients can open invoices, estimates, and documents without creating an account, then save a copy from the public view.
Record payment details
Track draft, sent, pending, paid, overdue, cancelled, accepted, declined, and converted statuses. When money arrives, record the payment method, reference, category, and paid date.
More than invoice creation
The improved app adds back-office tools around the billing flow, so revenue, spending, and client documents live together instead of in separate spreadsheets and folders.
Documents
- Create custom client documents with rich text
- Share document links with draft and sent statuses
- Use separate numbering from invoices and estimates
Expenses
- Log spending by category, vendor, currency, and payment method
- Upload receipts as images or PDFs
- Mark recurring expenses as weekly, monthly, quarterly, or yearly
Reports
- Review profit and loss, cash flow, tax summary, and revenue by client
- Filter reports by year, quarter, half year, or full year
- Print report views for records or sharing
Controls
- Show or hide estimates, expenses, documents, and invoice income categories
- Customize invoice header details and business profile fields
- Manage organization permissions for shared workspaces
Everything stays connected
Records created in one area feed the next: estimates become invoices, invoice payments feed reporting, and expenses keep profit views grounded in real costs.
Invoice
Draft, send, mark paid, or cancel
Estimate
Accept, decline, convert, or split
Receipt
Attach proof to business expenses
Recurring
Schedule repeat expenses
Mobile
Manage core finance flows on the go
Dashboard
Scan revenue, expense, and status trends