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
One account connects proposals, estimates, invoices, payments, purchasing and accounting views. The report layer keeps differences and historical review visible rather than claiming every report is automatically a guaranteed double-entry or statutory statement.
- Proposals, invoicing and accounting
- multiple provider integrations
- Review current trial terms
How the work moves
One chain from the pitch to the ledger
The core workflow reuses business-scoped customer, item and document records between proposals, estimates, invoices, payments, purchasing and reports. Each conversion and report keeps its own review boundary.
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
The product divides into three parts and most people meet them in that order. Each part below points at the page that covers it in full.
Win the work
Proposals and estimates, before any money moves
Proposals built from blocks, signed in the browser
Proposal documents can combine editable text, media, tables, pricing and approval fields under the selected business identity. Available templates and reusable content depend on the current proposal workspace.
- 40+ proposal templates to edit
- E-signature with no separate subscription
- Reusable sections in a content library
Estimates a client approves online
An estimate is the version for buyers who want a number rather than a pitch: lines, quantities, custom tax and discount rates. Enable Remove Items for the estimate so a client can remove saved lines before approval, or open quantity customization so they choose how many hours or units they are buying.
- Document-level Remove Items control for saved lines
- Quantities the client sets before approving
- Approved in the browser rather than on paper
Bill and get paid
From an approved document to money in the account
Invoices that carry their own state
Document lists expose draft, sent, part-paid, overdue and other implemented states. Configured reminders, late-fee rules and credit-note workflows remain separate actions with their own eligibility checks.
- Draft, sent, part paid and overdue on the row
- Recurring invoices for retainers and subscriptions
- Credit notes rather than deleted invoices
Payment on the document itself
Invoice Crowd includes several provider-specific payment paths. Availability depends on the merchant account, region, currency, document and requested checkout or recurring flow; verified partial or split collection is used only where that path supports it.
- PayPal, Stripe, Razorpay, Square and more
- Deposits, installments and part payments
- Every payment recorded against its invoice
Know where you stand
The ledger underneath, and the reports it feeds
Statements drawn from your own postings
Profit and loss is built from entries your invoices and expenses already made, month by month across the financial year. Behind it sit a chart of 184 accounts, a general ledger you can drill into, manual journals for adjustments and a trial balance that has to balance.
- 184 accounts already numbered and classified
- Balance sheet, cash flow and budget vs actuals
- Bank reconciliation, plus a fixed asset register
Reports, expenses and what they cost you
Aged debt shows who is late and by how long, income and expense reports show where the money went, and the GST filing report gathers what a return asks for. Reports can arrive by email on a schedule, and an expense keeps its receipt attached to the transaction.
- Aged debt, income, expense and GST filing
- Scheduled reports delivered by email
- Receipts stored on the expense record
One subscription
What you would otherwise buy separately
A proposal tool, a billing tool, a payment page and a bookkeeping package is four subscriptions and three exports between them. These four things are one account here.
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Sales documents and books together
A signed proposal, the invoice it became and the ledger entry behind it are the same record, so there is no month-end matching between two subscriptions.
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More than one business, one bill
Business profiles retain separate identity, document, tax, payment and reporting context. The number available follows the current plan and any applicable allowance shown in billing.
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Several ways to be paid
PayPal, Stripe, Razorpay, Square, Payoneer, Braintree, Authorize.net, Airwallex, GoCardless, PayFast, PayTabs, Telr and M-Pesa connect to the documents you send, and you decide which appear on which one.
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Bill abroad, read one set of totals
A customer-facing document can use its transaction currency while accounting views retain configured base-currency context and stored exchange evidence. Review any visible reporting difference.
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
Enable Remove Items for the estimate so a client can remove saved lines; totals recalculate and at least one line remains.
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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 a bill line by line with tax, discounts, custom fields and the template you chose.
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Service packages
Bundle services you always sell together and add the bundle to a quote as one line.
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Recurring invoices
Bill a retainer on a repeating schedule and let each cycle raise its own document.
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Late fees
Use the reminder and late-fee settings supported by the current invoice workflow, plan and configuration.
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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 the plumbing
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 multiple provider integrations and set which of them each document offers for payment.
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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 file per client holding their estimates, invoices, payments and portal access.
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Outbound webhook automation
Send selected invoice and payment events to a webhook receiver you configure; any downstream automation remains customer-managed.
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Pabbly Connect
Wire the same events into Pabbly if that is where your automations already live.
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Email Notificationss
An email notification workflow for clients who answer their phone faster than their inbox.
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Plans and pricing
Plan names, prices, allowances and signup terms are shown on the live pricing page and can change over time.
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Accounting records and report views
A chart of 184 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, 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.
Questions
What Invoice Crowd covers, answered
What is actually included in Invoice Crowd?
Proposals with e-signature, estimates, invoices, recurring invoices, packages and credit notes on the sales side. Customers, a client portal, vendors, bills and purchase orders around them. Underneath sits accounting workflows with visible integrity checks with 184 accounts, plus reports, an AI assistant, team roles and notification settings.
Can I use only the invoicing and ignore the rest?
Yes. Nothing forces a document through the earlier stages, so you can raise invoices without ever writing a proposal, and leave the accounting screens alone if a bookkeeper handles them. The modules you skip stay out of the way rather than asking to be set up.
Which features depend on the plan I pick?
Plans differ by profile, proposal and team allowances. Review the live pricing page for the limits and terms that apply when you subscribe.
Is there anything to install?
No. Invoice Crowd runs in the browser at apps.invoicecrowd.com, so a laptop, a borrowed desktop and a phone all reach the same account with nothing to download and no version to keep current. Clients install nothing either, since documents reach them as 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 file holds every document and payment, so one screen answers what a client has had and owes.
What does it cost to try all of this?
Review the live pricing page before signup for current prices, billing intervals, trial terms, included profiles and available 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.
- Review current trial terms
- Current plan choices shown before signup
- Core workflows in one account