Streamline invoicing, track transactions, and manage payments with a customizable billing solution tailored to your small business needs.


Pick only the features and workflows your billing process requires. Easily adjust or expand your setup as your small business grows and changes.
Connect spreadsheets, accounting software, and payment systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your billing.
Create a branded portal for your small business clients to manage invoices, payments, and billing details. Set permissions and logins in just minutes.
Your billing portal works great on desktop and mobile. Allow clients to send invoices or track payments on the go.
Your billing portal works great on desktop and mobile. Allow clients to send invoices or track payments on the go.
Integrate with your existing finance tools to automate invoicing, payment reminders, and receipt delivery.
Give business owners and staff custom dashboards—so each sees only the billing info relevant to them.
Control who can view, edit, or send invoices. Set permissions by user group or client type with flexible rules.
Protect all financial data with SOC2 and GDPR compliance. Robust access control keeps client billing information safe.
Let AI answer billing questions or find invoices instantly—right in your app. Save time and keep your finances on track.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Create your small business billing system in minutes—no coding or design skills required.
Easily add features like recurring invoices or payment tracking as your business changes.
Manage clients, invoices, and payment records—all in one place, with no extra software needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Billing software for small business is a tool that helps you manage invoicing, track payments, and keep all your billing information organized in one place. It allows you to send professional invoices, monitor what’s been paid or is overdue, and makes it easy to stay on top of your cash flow without juggling spreadsheets or manual processes. This helps make billing smoother for both you and your customers.
Softr makes it simple to create billing software tailored to your small business’s needs. You can connect your existing data—from Airtable, Notion, HubSpot, SQL, and more—and set up an easy-to-use system where you can generate invoices, track payments, and manage customer accounts all in one place.
You don’t need to write any code. You can start with a template or build your billing app from scratch, customize the layout, decide who can access certain features, and add your company branding. It’s quick to set up, easy to update as your needs grow, and helps you present a professional image to your customers.
With Softr, you can add a range of features to your billing software for small business, depending on your workflow. Some of the most useful features include:
\- User logins – so you and your staff can securely access billing information
\- Custom dashboards – to show outstanding invoices, payment status, and revenue insights
\- Forms – for adding new clients, creating invoices, or collecting payment details
\- File sharing – to send or receive invoice PDFs and receipts
\- Search and filters – to quickly find invoices, clients, or payment records
\- Tables, lists, and detail views – for tracking all your transactions and client accounts
\- Comments or status updates – to keep notes about payments or customer communications
\- Charts – to visualize cash flow, outstanding balances, or monthly revenue
\- Calendar view – for tracking invoice due dates or payment reminders
\- Permissions and roles – so only the right people can view or edit sensitive billing data
All of these features can be set up using Softr’s drag-and-drop interface, so you don’t need to code. And if your process changes, you can update your billing software at any time.
No coding is required. You can build your billing software for small business entirely with Softr’s visual editor. Everything from the layout to user permissions and dashboards can be customized without writing any code at all.
Yes. You can manage multiple clients or teams within the same billing software for your small business. Each user only sees the invoices, payment history, and billing details assigned to them, according to their login and role. This is especially helpful if your business handles billing for several clients or works with different teams.
Softr supports a variety of data sources, making it easy to bring your billing data wherever it currently lives. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to pull in billing data from other services.
You’re not limited to just one data source. You can combine several sources in your billing software and display them together—so, for example, you might track invoices in Airtable and payment statuses in Google Sheets. Most sources support real-time, two-way sync, so your billing records stay up to date across your app and connected tools.
Yes, Softr gives you full control over how users interact with your small business billing software. You can tailor the layout, navigation, and content to match your brand and billing processes. Each page or section can be shown or hidden depending on who’s logged in, so clients or team members only see the billing data that’s relevant to them.
You can also set up different user roles, such as client, admin, or accountant, and define exactly what each role can see or manage. For example, clients can only view their own invoices and payments, while your internal team can access and manage all billing records. You can also filter data based on the logged-in user for a more personalized experience.
This flexibility is especially useful for small businesses managing multiple clients or teams, ensuring your billing workflow remains organized, secure, and tailored to every user.
Yes, you can. You don’t need to have your billing data stored elsewhere to start using Softr for your small business. If you’re starting fresh, you can use Softr Databases, which is built into the platform and works seamlessly with your billing software.
If you already track billing information in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to import data from other sources. Either way, you have complete control over how your billing data is organized and displayed.
Yes, you can fully white-label your billing software for small business in Softr. You can use your own logo, brand colors, fonts, and custom domain, so your invoicing and billing portal looks and feels like a natural part of your business. You can also remove all Softr branding, ensuring your customers only see your company’s identity throughout their experience.
Absolutely. Softr gives you plenty of flexibility to control both the design and layout of your billing software for small business. You can adjust colors, fonts, spacing, and page structure to match your brand. You decide how each page looks, choose which blocks go where, and set what different users or customers see when they log in.
To display your billing data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like invoices, payment history, or customer lists
\- List or Card blocks – to highlight things like customer profiles, subscription plans, or product offerings
\- Detail View – to show one record at a time, like an invoice detail page
\- Forms – for collecting details like new customer info or payment updates
\- Charts – to show financial insights or trends
\- Calendar blocks – to display due dates or payment schedules
If your needs change later, you can easily update your billing app right in the visual builder.
Softr is designed with security in mind. All your billing data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. You have full control over who can access different parts of your billing software. Set up role-based permissions, manage users within your connected data sources, set visibility rules, and apply global restrictions to protect sensitive financial information.
For apps that use external data sources like Airtable, Notion, or SQL, Softr doesn’t store your billing data—it simply displays it in real time based on your settings. You’re always in control of your information and who can view or edit it.
Softr follows best practices for authentication, access control, and platform monitoring to help keep your business’s data safe.
You can get started for free. Softr’s Free plan lets you publish one billing app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your billing solution needs more users or advanced features, you can explore Softr’s paid plans to find the best fit for your small business: <https://softr.io/pricing>
Softr is purpose-built to help you quickly launch fully functional, user-friendly apps for tasks like billing software for small business—without needing to code or hire developers. What makes Softr unique is how quickly you can transform your idea into a working billing system, and how seamlessly it connects with your existing data.
While some no-code tools focus on mobile apps (like Glide) or are tailored to developers (like Retool), Softr is designed for business owners who want full control over layout, user experience, and permissions. You can build on real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded billing software that your team and customers can access.
You can visually customize everything—from design to user roles—without patching together multiple products. Softr includes user management, forms, conditional logic, and API support out of the box for a polished experience.
Yes! Softr supports a wide range of integrations so you can connect your billing software with the rest of your business tools. Sync with platforms like Stripe for payments, connect to email or chat tools, and automate processes using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you need to send billing data to your accounting system, trigger notifications when invoices are paid, or display info from other services, you can build it right into your billing software—no coding required.