NEWProfessional invoices, clients, and cashflow in one quiet workspace

The invoicing
practice for
quiet operators.

Invofolio handles the paperwork side of running a small business: quotations, polished invoices, saved clients, projects, and a dashboard that tells you what is paid.

5 free invoices/month2 clients on FreeUS$5 Early Pro
Operating desk
Quote to paid invoice
LIVE
01Quote accepted

Same client, project, and line items move forward.

02Invoice issued

Numbering, PDF name, and payment details stay consistent.

03Payment tracked

Balance, partial payment, and activity history stay visible.

Client defaults
Project number
Public link
PDF export
Next action
Send INV-2026-041
Invoice
#INV-2026-041
Sent
Due 28 May 2026
Bill to
Studio Nakamura Ltd.
14F, 88 Hollywood Road
Central, Hong Kong
Project
Spring identity refresh
Apr 12 - May 06
Brand audit & workshop1HK$ 12,000
Identity system1HK$ 38,500
Guidelines & artwork1HK$ 14,800
Launch support4 hrsHK$ 6,200
Quarterly reporting setup1HK$ 9,600
SubtotalHK$ 81,100Early-pay discount- HK$ 1,622Tax 0.5%HK$ 392Total dueHK$ 79,478
Notes

Payment by bank transfer within 14 days. Public invoice link and PDF export are attached to this record.

Public link · invofolio.com/share/invoices/inv-2026-041
Built for small operatorsFreelancersConsultantsSmall studiosAgenciesService teamsSmall businessesBuilt for small operatorsFreelancersConsultantsSmall studiosAgenciesService teamsSmall businesses
Chapter 02 · Built in

Four workflows.
One quiet system.

Most billing tools start the day you send an invoice. Invofolio starts at the quote, keeps the client and project record, and stays with the work until the money clears.

01

Invoices that feel typeset

Create clean invoices with saved clients, due dates, discounts, tax, payment details, and public links that clients can open without an account.

PDF previewauto-numberingpublic links
02

Quotations that become invoices

Send a quote first, then convert accepted work into an invoice without retyping the client, project, or line items.

quote workflow1-click invoicesame line items
03

Clients who remember themselves

Client records hold contact details, billing address, default currency, language, and custom fields for repeat work.

client defaultsledger viewcustom fields
04

Projects that keep billing consistent

Projects control numbering and PDF filename templates so every invoice follows the same naming and filing logic.

filename templatesnumberingdefaults
Chapter 03 · The page itself

Three templates. Same numbers.

Switch the invoice look without changing the math, client details, line items, or payment notes underneath.

Invoice
#INV-2026-041
Sent
Due 28 May 2026
Bill to
Studio Nakamura Ltd.
14F, 88 Hollywood Road
Central, Hong Kong
Project
Spring identity refresh
Apr 12 - May 06
Brand audit & workshop1HK$ 12,000
Identity system1HK$ 38,500
Guidelines & artwork1HK$ 14,800
Launch support4 hrsHK$ 6,200
Quarterly reporting setup1HK$ 9,600
SubtotalHK$ 81,100Early-pay discount- HK$ 1,622Tax 0.5%HK$ 392Total dueHK$ 79,478
Notes

Payment by bank transfer within 14 days. Public invoice link and PDF export are attached to this record.

Public link · invofolio.com/share/invoices/inv-2026-041
ModernTEMPLATE /001

Lined hierarchy. Built for screen.

Invoice
#INV-2026-041
Sent
Due 28 May 2026
Bill to
Studio Nakamura Ltd.
14F, 88 Hollywood Road
Central, Hong Kong
Project
Spring identity refresh
Apr 12 - May 06
Brand audit & workshop1HK$ 12,000
Identity system1HK$ 38,500
Guidelines & artwork1HK$ 14,800
Launch support4 hrsHK$ 6,200
Quarterly reporting setup1HK$ 9,600
SubtotalHK$ 81,100Early-pay discount- HK$ 1,622Tax 0.5%HK$ 392Total dueHK$ 79,478
Notes

Payment by bank transfer within 14 days. Public invoice link and PDF export are attached to this record.

Public link · invofolio.com/share/invoices/inv-2026-041
ClassicTEMPLATE /002

Confident structure. Built for print.

Invoice
#INV-2026-041
Sent
Due 28 May 2026
Bill to
Studio Nakamura Ltd.
14F, 88 Hollywood Road
Central, Hong Kong
Project
Spring identity refresh
Apr 12 - May 06
Brand audit & workshop1HK$ 12,000
Identity system1HK$ 38,500
Guidelines & artwork1HK$ 14,800
Launch support4 hrsHK$ 6,200
Quarterly reporting setup1HK$ 9,600
SubtotalHK$ 81,100Early-pay discount- HK$ 1,622Tax 0.5%HK$ 392Total dueHK$ 79,478
Notes

Payment by bank transfer within 14 days. Public invoice link and PDF export are attached to this record.

Public link · invofolio.com/share/invoices/inv-2026-041
MinimalTEMPLATE /003

No chrome. Maximum signal.

Chapter 04 · View from upstairs

See the numbers that
change what you do next.

The dashboard is a billing review, not a generic status board. It shows which invoices need attention, where cash is already collected, and which clients or currencies are shaping your receivables.

01 /
Cash position

Collected this month, open balance, overdue balance, and due-soon totals in one row.

02 /
Receivables aging

See what is not due, 0-30 overdue, 31-60 overdue, and 60+ overdue before it becomes cleanup work.

03 /
Client concentration

Spot which clients drive receipts and which open balances deserve follow-up.

04 /
Currency exposure

Roll up multi-currency invoices into your dashboard currency with cached daily FX rates.

Invofolio dashboard screenshot
Chapter 06 · Terms

Honest pricing.
Two plans. No seats.

Free

01 / Tier
US$0
forever - no card
Start free
5 invoices / month
2 clients
1 project
Modern template
PDF preview/export
Public share links
--
MOST PICKED

Early Pro

02 / Tier
US$5
per month - launch pricing
Start Early Pro
Unlimited invoices
Unlimited clients
Unlimited projects
All invoice templates + logo
Client defaults + custom fields
Multi-currency dashboard FX
Payment records + partial payments
Chapter 07

Reasonable
questions.

Anything else? We answer support emails directly while we build with our first users.

Start free →

Yes. Free includes 5 invoices per month, 2 clients, 1 project, PDF preview/export, public invoice links, and the Modern invoice template.

Early Pro is a simple monthly paid plan for small operators who need unlimited invoices, clients, projects, templates, branding, payment records, and dashboard features.

No. Invofolio focuses on billing, clients, receivables, and cashflow visibility. It is not tax filing or full bookkeeping software.

For launch, invoices can include payment details and public links. Online payment processing is planned separately.

Yes. You can create quotations first, then convert accepted quotes into invoices while keeping the same client, project, and line items.

Yes. Public invoice links let clients view or download an invoice without creating an Invofolio account.

Invofolio is built for freelancers, small studios, consultants, service teams, and small businesses that want simple billing with cleaner records and cashflow visibility.

Final chapter

Send your next invoice before lunch.

Free for 5 invoices a month. Two minutes to set up. Upgrade only when billing grows.