Overview
Manage your business and track performance.
Unlock Professional Features
You're using the Free plan. Upgrade to PRO for unlimited invoices, AI assistants, and professional branding.
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Recent Invoices
| Invoice # | Amount | Client | Date | Due Date | Status | Actions |
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No invoices yet
Create your first invoice to see it here.
Create Invoice
Fill details and generate professional PDFs.
1 Template & Defaults
2 Invoice Details
3 Bill To Client
4 Recurring Settings
Keep track of your recurring invoices here.
5 Line Items
6 Summary & Taxes
7 Notes & Signature
Personalize Template PRO
Live Preview
Quotes & Estimates
Manage your proposals and convert them to invoices.
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Recent Quotes
| Quote # | Client | Date | Due Date | Amount | Status | Actions |
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No quotes found
Send your first proposal from the "Create" menu.
Project Proposals
Detailed project scopes and formal proposals.
| Proposal # | Client | Date | Status | Actions |
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No proposals yet
Draft your first project proposal today.
Project Agreements
Legal contracts and service agreements.
| Agreement # | Client | Date | Status | Actions |
|---|
No agreements yet
Protect your work with formal agreements.
New Document
Draft professional multi-page documents.
General Details
Cover Page Setup
Click to upload or drag & drop
Document Sections
Instructions
Generated Draft
Rich text content will be included in the exported PDF.
Client Management
Manage your customer database to auto-fill invoices.
| CLIENT NAME | PHONE | ADDRESS | ACTIONS |
|---|
No clients yet
Add your first client to get started.
Client Name
client@example.com
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Invoicing History
| Invoice # | Date | Due Date | Amount | Status | Actions |
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Business Analytics
A high-level view of your financial performance.
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Revenue Overview (Last 6 Months)
Performance Metrics
Cash Flow Forecast (Next 3 Months)
Based on pending invoice due datesExpense Tracker
Log your business expenses to track net profit.
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| Date | Category | Description | Amount | Actions |
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No expenses logged yet
Click "Add Expense" to record your first expense.
Task Manager
Manage your high-priority projects and track hourly progress.
Track New Task
Recent Activity
| Client | Task Name | Est. Duration | Duration | Total Cost | Status | Actions |
|---|
No tasks running
Start a new task to track your time.
Company Settings
Configure your business details and invoice defaults.
Admin & License Manager
Restricted access area. Generate new license keys and track activations globally.
| License Key | Status | Activated By | Actions |
|---|---|---|---|
| Loading license data... | |||
User Profile
Update your account information and security.
Company Info
This information will appear on your invoices.
Company Logo PRO
Upload a logo to appear in the header of your invoices.
Invoice Defaults
Set your standard invoice prefix and default tax rate.
Pro License Management
Enter your license key below to activate Pro membership.
API Key & Model Settings PRO
No API keys added. Add one to get started.
Loading model info...
Help Center & Product Guide
Master every professional tool in the InvoicePro suite.
Core Platform Features
PRO UNLOCKEDAI Assistant
Leverage Gemini to draft professional proposals, agreements, and descriptions in seconds.
Smart Invoicing
Generate high-end PDF invoices with automated due dates, taxes, and global branding.
Expense Tracking
Log business spending and monitor your true net profit with real-time financial syncing.
Task Timer
Built-in stopwatch for hourly projects. Convert logged time directly into billing line items.
Client Insights
Comprehensive CRM showing total billed, outstanding balance, and collection rates per client.
Business Analytics
Advanced P&L reports and revenue trend charts with 3-month cash flow forecasts.
Project Proposals
Create stunning multi-page project scopes with custom covers and interactive layouts.
Service Agreements
Standardize onboarding with formal contracts and integrated digital signature placeholders.
Tax Reporting
Simplified fiscal summaries and automated tax calculations for multiple jurisdictions.
Custom Branding
Personalize your documents with custom logos, signature fonts, and brand colors.
Multi-Currency
Bill clients globally with support for 50+ currencies and automatic exchange rate conversion.
Secure Cloud Sync
Work from any device with encrypted real-time data persistence and automated daily backups.
Frequently Asked Questions
Visit the Google AI Studio to generate a free API key. Once obtained, paste it into **Settings > API Key** to unlock AI-powered content generation.
Yes. All sensitive data is encrypted using industry-standard protocols. Financial records are stored locally for speed and synced securely to our cloud via SSL/TLS encryption.
Absolutely. The platform is built as a Progressive Web App (PWA). You can pin it to your mobile home screen for a native-like experience on iOS and Android.
Use the **Task Timer** view. Start the stopwatch when you begin work. Once finished, click "Mark Invoiced" to automatically add those hours as a line item to a new invoice.
A **Quote** is an estimate provided to a client for approval. Once the client approves, you can convert it into an **Invoice** with a single click for payment collection.
Navigate to the **Analytics** view. Use the "P&L Report PDF" button at the top to generate a high-end summary of your revenue and expenses for any date range.
Click "Upgrade to PRO" in your dashboard header or go to Settings. You can enter a valid license key or upgrade via Stripe to unlock unlimited documents and AI tools.
Since data is synced in real-time, you can simply log back in on any device to restore your entire database. For peace of mind, we also provide a "Manual CSV Export" in Settings.
Privacy Policy
Last Updated: April 5, 2026
1. Introduction
Welcome to InvoicePro ("we," "our," or "us"). We are dedicated to protecting your privacy and ensuring the security of your business and personal data. This Privacy Policy outlines how we collect, process, and safeguard your information when you use our SaaS platform.
By using InvoicePro, you consent to the data practices described in this policy. We adhere to global standards, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
2. Information We Collect
To provide our services effectively, we collect the following categories of information:
- Personal Identifiers: Name, business email address, and billing information.
- Business Data: Invoice details, client contact information, and financial records generated through the platform.
- Usage Information: Details about how you interact with our service, including IP addresses, browser types, and access times.
- AI Inputs: Prompts and data provided to our AI Assistant for document generation.
3. How We Use Your Data
We use your information for strictly professional purposes:
- To provide and manage your account and our core invoicing services.
- To facilitate AI-powered document creation and business analytics.
- To ensure technical security and detect fraudulent activity.
- To comply with legal obligations and tax reporting requirements.
- We never sell your personal or business data to third-party advertisers.
4. Data Security & Retention
We implement industry-leading security measures to protect your data:
- Encryption: All data is encrypted in transit via TLS and at rest using AES-256 encryption.
- Isolation: Client data is logically isolated to prevent unauthorized access.
- Retention: We retain your data as long as your account is active. You can request full data deletion at any time, which we process within 30 days.
5. Third-Party Sharing
We only share data with trusted partners necessary for service delivery:
- Hosting: Data is securely hosted on Google Cloud and AWS.
- Payments: Financial transactions are processed securely via Stripe.
- AI Processing: Data provided to AI tools is processed via secure API tunnels and is not used to train global models.
6. Your Rights (GDPR/CCPA)
You have the following rights regarding your data:
- Access & Portability: Request a copy of your data (exportable via Settings).
- Correction: Update inaccurate information in your profile.
- Deletion: Request permanent removal of your account and records.
- Withdrawal: Opt-out of non-essential communications at any time.
7. Cookies Policy
We use essential cookies to maintain your session and remember your theme preferences. Analytical cookies are used anonymously to improve platform performance. You can manage cookie settings in your browser at any time.
8. Contact Information
For any privacy-related inquiries or to exercise your data rights, please contact our Data Protection Officer:
Location: San Francisco, CA | London, UK