Streamline invoice tracking, automate processes, and improve accuracy with a customizable tool tailored to your business needs.


Set up an invoice management tool with only the workflows and features you need. Adjust and expand your setup easily as your business grows.
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your invoices.
Give your finance team the right tools to manage invoices securely. Set up user groups, permissions, and automations—no IT help needed.
Give different team members access to the invoices and dashboards they need for their role.
Give different team members access to the invoices and dashboards they need for their role.
Connect with accounting tools to automate invoice creation, notifications, and payment tracking.
Access and manage invoices from any device. All apps are mobile-ready out of the box.
Enable fast, secure access for your team with Google, email, or SSO logins—no IT tickets needed.
Keep invoice and payment data safe with SOC2 and GDPR compliance, plus robust access controls.
Let your team ask AI about invoices, payments, or clients—instant answers from live data, built into your billing system.
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.
Launch your invoice management tool in minutes with drag-and-drop blocks and ready-made templates.
Add features for billing, approvals, or recurring invoicing as your needs change—no rebuild needed.
Manage invoices, payments, and client records—all in one place, without extra tools or seats.
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.












An invoice management tool is a secure online platform where you and your team can create, send, track, and manage invoices. It centralizes all your invoicing processes, so you don’t have to juggle spreadsheets or email threads. This helps you stay organized, keep payments on track, and provide a more streamlined experience for both your team and your clients.
Softr makes it easy to build an invoice management tool that fits your specific workflow. You can connect your existing data—like invoice records in Airtable, client information in HubSpot, or payment details in Notion—and create a platform where your team can generate invoices, track payment status, and manage client communications, all in one place.
You don’t need to write any code. You can start with a template or build from scratch, customize the layout, control user access, and brand it to match your business. It’s quick to launch, easy to update, and flexible enough to grow as your invoicing needs change.
You can include a wide range of features in your invoice management tool, based on how your billing and payments process works. Some popular options include:
\- User logins – so team members or clients can access their own invoices or account details
\- Custom dashboards – to show outstanding invoices, payment status, or revenue trends
\- Invoice creation forms – for generating and sending invoices directly from the platform
\- File sharing – to upload and download supporting documents or receipts
\- Search and filters – to quickly find specific invoices or clients
\- Tables, lists, and detail views – to display invoice records, client details, or payment history
\- Status updates or comments – to keep track of communication or payment progress
\- Charts – to visualize revenue, overdue invoices, or payment timelines
\- Calendar view – for invoice due dates or payment reminders
\- Permissions and roles – so only authorized users can access sensitive financial information
Everything is built using Softr’s drag-and-drop blocks, making it simple to create and update these features without code.
No coding is required. You can build your invoice management tool entirely using Softr’s visual editor. You’ll be able to customize everything from the layout to permissions without writing a single line of code.
Yes, you can manage multiple clients or teams within a single invoice management tool built on Softr. Each user will only see the invoices and financial data assigned to them, based on their login and role. This setup is particularly helpful for accounting firms, agencies, or businesses that handle invoicing for several clients or departments at once.
Softr supports a wide variety of data sources for your invoice management tool. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Data from other sources can also be pulled in with the REST API.
You’re not limited to just one data source. You can integrate several into your invoice management tool and display them together—for instance, pulling invoice records from Airtable and customer data from HubSpot. Many sources support real-time, two-way sync to keep invoice data up to date automatically.
Absolutely. Softr gives you comprehensive control over how users experience your invoice management tool. You can customize layouts, navigation, and content to align with your branding and invoicing workflows. Each page or section can be set to show or hide based on who’s logged in, ensuring users only see invoices and information relevant to them.
You can define user roles such as client, accountant, or admin, and set up permissions specifying what each role can access or edit. For example, clients might only see their own invoices, while internal finance team members can manage all invoice records. You can even create filtered views so users always see the data that matters most to them. This level of customization makes managing multiple clients or projects much simpler and more secure.
Yes, you can. You don’t need pre-existing data in another platform to start using Softr for your invoice management tool. If you’re starting from scratch, Softr Databases is available and integrates seamlessly with any invoicing application you set up.
If you do have existing invoice data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Softr also offers a REST API connector to bring in data from other sources, so you can fully control how your invoices and related data are structured and displayed.
Yes, you can fully white-label your invoice management tool in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your tool feel like a natural extension of your organization. You can also remove all Softr branding, so your users only see your company’s identity throughout their invoicing experience.
Absolutely. Softr gives you a lot of flexibility to control the design and layout of your invoice management tool. You can adjust colors, fonts, spacing, and page structure to match your brand identity. You decide how each page is organized, which blocks go where, and what your users see when they log in.
To display your invoicing data, you can use different types of blocks depending on your needs:
\- Table blocks – to show structured data like invoice lists, payment records, or client billing details
\- List or Card blocks – to highlight customer accounts, outstanding invoices, or recent transactions
\- Detail View – to show one invoice at a time, like an invoice summary page
\- Forms – for submitting payments or updating billing information
\- Charts – to display payment trends or outstanding balances
\- Calendar blocks – to show due dates or upcoming payment deadlines
If your needs change, you can easily update your invoice management tool anytime right in the visual builder.
Softr is built with security in mind. All data in your invoice management tool is encrypted in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. You have full control over who can view or manage invoices using role-based permissions, managing users directly in your data source, setting visibility rules, and applying global restrictions to keep financial information protected.
For invoice tools connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your invoice data and who can edit or view it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your invoicing information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, including support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your invoice management tool needs more users or advanced features, Softr’s paid plans offer additional capabilities. You can view all options at: <http://softr.io/pricing>
Softr makes it easy to build fully functional, user-facing apps—like invoice management tools—without writing any code. What sets it apart is how quickly you can go from concept to a finished tool, and how easily it connects to your existing invoicing data.
Unlike some no-code platforms that focus on mobile-only apps or are highly developer-centric, Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can connect real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded invoice management tools for your users.
Everything is customizable visually—from the design to the way different user roles interact with invoices. Softr also includes built-in features like user roles, forms, conditional logic, and API support, so you don’t need extra tools to launch a polished invoicing solution.
Yes! Softr supports a wide range of integrations so you can connect your invoice management tool to the rest of your workflow. For example, you can sync with Stripe for payment collection, integrate with accounting tools, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to send invoice data to other systems, trigger notifications when payments are received, or display updates from other tools, you can build these automations into your invoice management tool—no coding required.