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 covers the whole sequence: proposals a client signs, estimates they approve, invoices they pay, and a double-entry ledger that records all of it. Every feature below has its own page, and every one of them reads the same customer list.
- Proposals, invoicing and accounting
- 10+ payment gateways
- 30-day trial, no card
How the work moves
One chain from the pitch to the ledger
Most tools own a single link in this chain and hand the rest to something else. Here every step writes to the same records, so nothing is retyped between winning a job and closing the month.
Open with either document
Estimate
A priced quote with lines, tax and optional extras, 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
Text, images, tables, a pricing block and a signature field stack into one document under your own logo and colors. Over 40 templates come with the account, and any section you find yourself writing twice can be saved to the content library and pulled into the next one.
- 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. Mark some lines optional and let the client accept or decline them, or open the quantity so they choose how many hours they are buying.
- Optional lines the client can decline
- 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
The list tells you which bills are still drafts, which have gone out, which are part paid and which passed their due date. Automatic reminders and late fees handle the ones that slip, and a credit note corrects a bill that went out wrong without erasing it.
- 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
10+ gateways attach to what you send, so a client pays where they are already reading. PayPal, Stripe, Razorpay, Square, Payoneer, Braintree, Authorize.net, Airwallex, GoCardless, PayFast, PayTabs, Telr, PhonePe and M-Pesa are all available, and a single invoice can be settled as a deposit and a balance rather than one transfer.
- PayPal, Stripe, Razorpay, Square and four 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 carry their own logo, templates, currency and books. Plans run from one profile on SOLO up to ten on BUSINESS, all under the same login.
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10+ ways to be paid
PayPal, Stripe, Razorpay, Square, Payoneer, Braintree, Authorize.net, Airwallex, GoCardless, PayFast, PayTabs, Telr, PhonePe 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
Charge a customer in the currency they work in while the ledger holds base-currency values, so every report still adds up in yours.
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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Optional items
Mark lines optional so the client accepts or declines them and the total corrects itself.
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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
Automatic payment reminders on what is unpaid, and a late fee once the due date passes.
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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 10+ gateways 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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Zapier automation
Push invoice and payment events into more than 5,000 apps without writing code.
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Pabbly Connect
Wire the same events into Pabbly if that is where your automations already live.
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Mobile messages
An SMS integration for clients who answer their phone faster than their inbox.
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Plans and pricing
Four paid plans from $10 a month, a free forever tier, and a 30-day trial on each.
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Double-entry books
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 double-entry accounting 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?
Mostly volume rather than function. Customer profiles run 100, 500, 1,000 and unlimited across SOLO, PRO, TEAM and BUSINESS. Business profiles run one, two, five and ten. Monthly proposal sends on annual billing are five, 15, 50 and unlimited, and extra team members are $5 each.
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?
Nothing for 30 days, and no credit card to begin. Paid plans are $10, $15, $20 and $30 a month, or $9, $13.75, $18 and $25.50 when billed annually. A free forever tier also exists: unlimited invoices, a single business profile, five customer profiles and PayPal as the gateway.
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.
- 30-day trial, no credit card
- A free forever plan if you need it
- Every feature on this page, one account