Financial Systems

InvoiceBot

Create professional invoices with line items and automatic tax calculation. Send by email, track payment status, and manage your client database — all in one dashboard.

Status
Active
Pricing
From $9/month

InvoiceBot

Overview

Invoicing should take minutes, not hours. InvoiceBot provides a complete invoicing workflow for freelancers, small agencies, and consultants: create professional invoices with line items, calculate taxes, send via email, and track payment status — all from a clean, focused dashboard.

Invoice Creation

Build invoices using a structured line items editor with descriptions, quantities, unit prices, and tax rates. InvoiceBot calculates subtotals, tax amounts, and totals automatically. Each invoice includes your business details, client information, payment terms, and a unique invoice number for clean record-keeping.

Delivery and Tracking

Send invoices directly via email from InvoiceBot, or share a public invoice URL with your client. Track which invoices have been viewed, which are overdue, and which have been paid. The payment tracking dashboard gives you a real-time view of your outstanding receivables.

Client Database

InvoiceBot maintains a built-in client database, so you do not need to re-enter client details for each invoice. Client history shows all past invoices, making it easy to reference previous work and maintain consistent billing records.

At $9/month, InvoiceBot is part of OPERIUM's Financial Systems domain. It pairs well with Tax-Shield for tax reporting on the revenue you invoice, and ExportCompta for generating accounting exports from your Stripe-processed payments. For tracking whether your subscription customers are actually paying, ChurnAlert in our Data & Automation domain monitors payment failures in real time.

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