Some of the best features
Invoice Crowd is designed specifically for small business owners, digital agencies, Solopreneurs, freelancers, and other professionals seeking an all-in-one solution for their invoicing and financial management needs. Our feature-rich platform empowers users to create Estimates, generate professional Invoices, automate recurring payments, and manage their finances with ease. With Invoice Crowd, streamline your business processes and enhance your organization’s financial performance.
Our platform is tailored to cater to the unique requirements of various industries, helping you save time and effort while improving your overall efficiency. Invoice Crowd is packed with best-in-class features
Dashboard
Dashboard provides a comprehensive overview of your business’s financial performance, allowing you to monitor crucial metrics such as total revenue earned in a month, invoices sent out, outstanding and overdue payments, and expenses. This real-time data enables you to make informed decisions, optimize your operations, and maintain a clear understanding of your business’s financial health.
Proposal
Crafting a compelling proposal is now simpler than ever with Invoice Crowd’s Proposal System. Effortlessly design detailed, professional proposals that leave a lasting impression on your clients. Thanks to our user-friendly interface and customizable templates, you can easily personalize each proposal to meet your client’s specific need
- Customizable Templates: Access a wide selection of professionally crafted templates to suit any project.
- Intuitive Interface: Enjoy a streamlined, user-friendly design that makes proposal creation easy.
- Fast Setup: Build and send polished proposals in just minutes.
Estimates
Estimates, streamlines the process of creating and managing estimates for your clients. With the ability to automatically convert estimates into invoices, you save time and reduce manual tasks. Adding optional items to your estimates lets clients select and choose the services they need, providing flexibility and enhancing the overall client experience. Furthermore, customers can sign and approve estimates directly on the platform, simplifying the negotiation process and enabling faster approval. By incorporating these functionalities, you secure more business deals and maintain positive customer relationships.
Convert Estimate to Invoice
Optional Items
Change Quantity
Select or Deselect with Ease
With a user-friendly interface, clients can easily choose the items they need and remove the ones they don’t, tailoring the estimate to their specific requirements.
Automated Conversion
Set it and forget it. Choose the automated route and watch your approved estimates automatically transform into ready-to-send invoices. No intervention required, pure convenience.
Digital Signature
Digital signature for estimates enables customers to securely sign and approve project estimates, streamlining the process and ensuring a legally binding agreement for both parties.
Invoicing
Invoicing, is designed to cater to various business needs. This feature supports multi-currency transactions, enabling you to reach a global clientele. With multiple invoice templates to choose from, you can personalize each invoice by customizing fonts, colors, and more. Late fees and reminders can be set up to encourage timely payments, while partial and split payment options provide flexibility for your clients.
Moreover, Invoice Crowd offers recurring invoicing to automate the billing process for long-term contracts, saving time and effort. Payment links can be shared easily, allowing your customers to make payments through their preferred gateway. With these comprehensive invoicing functionalities, Invoice Crowd simplifies your billing process and enhances your clients’ payment experience.
Recurring Invoicing
- Scheduled Invoicing: Set it up once and forget about it! Our system automatically sends out invoices to your customers based on your desired frequency.
- Comprehensive Recurring Reports: Transparency is crucial for effective management. Our detailed reports provide an insight into each recurring setup, listing all the associated invoice numbers for your perusal.
- Notifications and Alerts: From the moment an invoice is sent to the time it’s paid, we’ve got you covered. Be in the know at all times with real-time notifications for every step of the invoicing journey.
Payment Gateways
- Dynamic Fee Integration: Seamlessly incorporate gateway-specific fees into your invoices. No more manual calculations or surprises, the system auto-adjusts based on the gateway selected.
- Multi-Gateway Insights: Effortlessly integrate with top payment gateways. With Invoice Crowd, view a clear breakdown of amounts received from each, helping you understand your clients’ payment preferences at a glance.
- Notifications and Alerts: From the moment an invoice is sent to the time it’s paid, we’ve got you covered. Be in the know at all times with real-time notifications for every step of the invoicing journey.
Split/ Partial Payment
In the versatile business landscape, flexibility in payment methods is paramount. With Invoice Crowd’s Split and Partial Payment options, you can cater to the unique financial circumstances of each client, ensuring transactions are seamless and accommodating.
Structured Payment Plans with Split Payments
Define the invoice amount breakdown and set individual due dates for each payment segment, ideal for phased deliverables or longer-term contracts.
Customizable Due Dates for Split Paymentss
Schedule precise payment dates for each split, facilitating transparent financial planning for both businesses and clients.
Real-time Invoice Updates
As payments are made, invoices are automatically adjusted, reflecting accurate records of remaining amounts and registered payment dates.
Late Fees
Automated Late Fee Calculation
Set your preferred late fee rules, and our system takes care of the rest. As soon as an invoice becomes overdue, the stipulated late fee is instantly added..
Flexibility in Fee Structures
Choose between flat-rate fees or percentage-based charges based on the original invoice amount, allowing for customization to suit your business needs.
Date-Specific Late Charges
Specify the exact date you want the late fee to apply, offering leniency periods if desired.
Customers
Customer Portal
Introducing the Customer Portal with Invoice Crowd
Empower Your Customers with Direct Access At Invoice Crowd, we believe in offering complete transparency and convenience. The Customer Portal is designed to give your customers direct access to their financial interactions with your business, leading to clearer communication and strengthened business relationships.
Selective Access Control
As a business owner, you decide what your customers can see. Choose to provide access to estimates, invoices, or recurring invoices based on individual customer relationships.
Complete Transactional Overview
Customers can view their active recurring invoices, along with a history of past transactions, ensuring they’re always informed.
Estimate and Invoice Access
Granting access means your customers can view both past and present estimates and invoices, providing a holistic view of their financial journey with your business.
Business Profiles
Ready to Elevate Your Proposals?
Templates
Team
Invoice Crowd does not limit you to one person to add data to the application. Our team feature ensures continuity, coordination, and consolidation of all your team members. Expense reports are no longer a problem.
Ready to Elevate Your Proposals?
Accounting
Invoice Crowd Accounting identifies the revenue items and its related expenses, giving you an accurate calculation. Automatic checks and balances ensure debit and credit amounts are equal, which greatly reduces the chance of errors year-round and when you file taxes.
Track Expenses
Introducing the Customer Portal with Invoice Crowd
Elevate your business’s financial monitoring with Invoice Crowd’s robust expense tracking feature. Achieve a clearer understanding of your outflows, seamlessly categorize expenses, and ensure every financial detail is at your fingertips.
Profit & Loss Statement
Invoice Crowd’s Profit & Loss statement is the financial compass your business needs. With a clear, concise overview of your income and expenses, you can quickly gauge your financial performance for any given period.
Generate Reports
Navigate the financial intricacies of your business seamlessly with Invoice Crowd’s sophisticated reporting feature. With a few clicks, gain insights into your financial trajectory, understand trends, and make informed decisions.
Track your Income
You can view all your income by easy click. Every day your Invoice Crowd account will be updated with your most recent spending so your business is always automatically up-to-date.
Trial Balance
This report is the sum of debits and credits for every account of your business.
Automations
Save time and boost productivity by automating your business processes with Invoice Crowd’s powerful integrations. Our platform connects seamlessly with Zapier and Pabbly Connect, giving you access to thousands of apps without writing a single line of code.
Zapier Integration
Pabbly Connect Integration
Looking for a budget-friendly alternative? Pabbly Connect offers unlimited workflows and connects Invoice Crowd to 1,000+ tools. Automate repetitive tasks such as invoice creation, client onboarding, or expense tracking, all from a single, intuitive dashboard.
These integrations are ideal for freelancers, solopreneurs, digital agencies, and small businesses who want to streamline operations, reduce manual errors, and scale faster.
Ready to Elevate Your Proposals?
More Powerpack Features
Some more unique and powerful features to help you run your business more swiftly.
More Invoicing Features
- Dynamic Invoice Labels: All our labels that appear on your invoice are dynamic, so change it as you feel fit.
- Items: Spend less time typing and more time doing what you love. Once you input an item or service detail, it's saved for future invoicing.
- Supports Multiple Tax: Need to apply more than one tax? Invoice Crowd lets you add multiple taxes to a particular item or on the entire invoice.
- Discounts: Easily offer promotions or loyalty discounts directly from the invoice creation interface.
- Invoice Tracking & Alerts: Know when an invoice has been viewed, opened, or paid with real-time notifications.
- Schedule Invoices for Future Dates: Plan ahead by creating and scheduling invoices to be sent out on specific dates.
- Multiple Language Support: Whether it's a contract, work order, or any other document, easily attach files to your invoices.
- Attach Important Documents: Craft invoices in a range of languages, catering to your diverse client base.
Did You Know?
Frequently Asked Questions
Yes, you can from you account’s profile page. There’s no commitment. You’re free to switch plans any time.
No, InvoiceCrowd is 100% web-based, which means you can access your account from any corner of the world using any computer or mobile.
Once the free trial period is over, your account will not be deactivated. You’ll get a notice to proceed with payment for that package or you can easily downgrade to Basic package.
Our support team is always online, you have questions and we have solutions, we are always there to help.
