A solo business is a sales team, a billing department and a bookkeeper worked by the same person. Invoice Crowd holds all three, and holds the second brand beside the first without a second subscription to pay for.
What is inside
Selling the work, billing for it and booking it are three different jobs, and the same person does all three. These are the pieces that stop each becoming an evening.
Separate brands, separate books
Run the consultancy and the product from the same account without their numbers meeting. Each profile carries its own name, logo, invoice template, customers and set of accounts, so a statement for one venture never quietly picks up revenue that belongs to the other.
The three or four things you actually sell can sit as packages: a fixed bundle of services with a price already worked out, ready to drop onto a proposal, an estimate or an invoice. Saved items cover the lines you bill on their own, so nothing gets priced twice.
Without typing the same lines twice
Send a proposal the client signs in the browser, with client-removable line items they can take or leave and quantities they can set where you allow it. What comes back is the version they agreed to, and that version is what converts, so the invoice never argues with the quote.
Subscriptions, retainers and maintenance plans run on a cycle you set once, each period raising its own invoice. Reminders go out before and after the due date and a late fee applies itself when a date passes, which is the part a one-person business usually lets slide.
Where the second subscription usually goes
The accounting ledger sits directly under invoicing. Documents and costs use the configured chart of accounts, while the trial balance, profit and loss and balance sheet read the recorded postings.
One person cannot also be a support desk. The portal gives each client a sign-in of their own showing the estimates waiting on them, the invoices they owe and the payments they have made, which is where can you resend that invoice stops arriving at nine in the evening.
One subscription, not four
Working alone, every extra tool is another login, another bill and another export to reconcile. These four things are already in the one account.
The thing that wins the work and the thing that books it are the same subscription, which is exactly where a solo stack normally splits in two.
Supported business profiles keep their own customers, branding and statements under one account. Review the Pricing page for current profile limits.
multiple provider integrations connect directly, so a client in another market is never asked to use a payment method that does not work where they are.
A client overseas gets an invoice in their own currency while your statements still add up in the single one you report and file in.
Also included
These sit in the same login as the proposals and the ledger, reading the same customers and the same items.
One record per client holding their documents, payments and contact details, filterable by profile.
Turn an approved estimate into an invoice without re-entering a single line of it.
Take part of the money up front and bill the rest against the same invoice later.
Log a cost, keep the receipt on it, and see it reach profit and loss immediately.
The reports you actually read arrive by email instead of waiting to be run.
Pick a template per business profile so each brand bills in its own look.
Automate the handoffs to your other tools through a configured outbound webhook receiver such as Pabbly Connect.
Review current plan prices, limits, billing options and trial terms before choosing a package.
Record a vendor bill, the purchase order behind it and the payment you made against it.
Start a proposal from one of more than forty templates rather than from a blank page.
Eligible India GST-enabled businesses can review source records and prepare supported return data and exports in the country-gated GST Filing workspace.
Scope, terms and biography paragraphs live in a content library and drop into the next proposal.
Questions
Yes, through supported business profiles. Each has its own name, logo, invoice template, customers and accounting records, and every document belongs to the profile that raised it. Review the Pricing page for current profile limits.
A saved item is one line you bill often, with its description and price already written. A package is a bundle of those services sold together at a set price. Both drop into a proposal, an estimate or an invoice rather than being typed again.
Usually not. The accounting side includes a chart of accounts, general ledger, manual journals, bank reconciliation, fixed assets, trial balance, cash flow, profit and loss and balance sheet. Because invoices and expenses post into it as you save them, there is no export and match step.
Yes. Split an invoice into installments, or take a deposit and bill the balance on delivery, and the client settles each part through any gateway you connected. The invoice keeps a running record of what has been paid and what is still open.
Review the current Pricing page for plan limits, proposal allowances, billing options and trial terms. Packaging can change, so this guide avoids repeating prices that may become outdated.
Invoice Crowd can send selected events to a webhook receiver you configure. You can build a customer-managed downstream workflow with a service such as Pabbly, but Invoice Crowd does not provide a native Zapier app or SMS delivery service.
Start with a single profile and add the next when the next brand appears. The proposals, the billing and the ledger are already sitting together.
