Manage invoices, track payments, and streamline billing with a customizable solution designed for your wholesale business needs.


Set up billing tools tailored to your team’s process. Add only the views and features you need, and update them easily as your needs change.
Connect spreadsheets, accounting systems, and inventory tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your billing processes.
Create a branded portal for your wholesale customers to manage invoices, track payments, and access account details securely and easily.
Clients can view invoices and payment status on desktop or mobile. Your billing portal is optimized for any device.
Clients can view invoices and payment status on desktop or mobile. Your billing portal is optimized for any device.
Integrate with your existing accounting tools to automate invoice reminders, payment updates, and notifications.
Set up tailored access for different wholesale clients and internal staff, so each user sees only their relevant billing data.
Control who can view, manage, or pay invoices. Permissions can be adjusted for each client or staff group.
Keep all billing and client information protected. Softr follows SOC2 and GDPR for your peace of mind.
Let billing teams ask AI about invoices, payments, or reports—get instant answers right inside your Softr 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.
Set up your wholesale billing system in minutes—no code or design skills needed.
Easily add features like automated invoicing, payment tracking, or custom workflows as you scale.
Manage invoices, customer data, and reports in one place—no need for multiple billing tools.
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.












Wholesale billing software is a secure platform where your wholesale customers can log in to view and manage their invoices, payment history, order details, and account information. It centralizes all billing and payment communication, so you don’t have to rely on manual processes, spreadsheets, or scattered emails. This helps you and your customers stay organized, track transactions, and streamline the entire billing process.
Softr makes it easy to build wholesale billing software that fits the unique needs of your wholesale business. You can connect your existing data—whether it’s invoice records in Airtable, customer details in HubSpot, or product info in Notion—and set up a platform where customers can access invoices, payment options, account updates, and order information, all in one place.
You don’t need to write any code. You can start with a template or create your portal from scratch, customize the layout, set different access levels, and brand it to match your company’s look. It’s quick to launch, easy to update, and flexible enough to scale as your wholesale operation grows. The result is a smooth, professional billing experience for both you and your customers.
You can include a wide variety of features in your wholesale billing software, depending on your workflow. Some of the most common options include:
\- User logins – so each wholesale customer can securely access their own account and billing data
\- Custom dashboards – to display invoices, payment status, and recent orders
\- Forms – for submitting purchase orders, updating account details, or customer inquiries
\- File sharing – allowing customers to download invoices, receipts, or other billing documents
\- Search and filters – to help users quickly find past invoices or order records
\- Tables, lists, and detail views – to display order histories, outstanding payments, or account statements
\- Comments or status updates – to keep communication about payments or order status in one place
\- Charts – to visualize billing trends, payment history, or outstanding balances
\- Calendar view – for upcoming payment due dates or scheduled billing cycles
\- Permissions and roles – so different users, like finance teams or account managers, see only what they need
All these features are built using Softr’s drag-and-drop blocks, making it easy to customize your billing platform without any coding. You can always update the software as your business needs evolve.
No coding is necessary. You can build your wholesale billing software entirely using Softr’s visual editor. From layout design to user permissions, everything can be customized with simple drag-and-drop tools, so you never have to write a single line of code.
Yes. You can manage multiple customers or wholesale accounts in a single billing portal. Each user only sees the invoices, orders, and account details assigned to them, based on their login and role. This is especially useful for wholesalers who handle several clients or distributors at once.
Softr supports a wide range of data sources for your wholesale billing software. 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 connect to other platforms using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into your billing portal and display them together—so your software can, for example, show both billing records from Airtable and customer contacts from HubSpot at the same time. Most sources support real-time, two-way sync, so any changes in your wholesale billing software or data source stay up to date automatically.
Yes, Softr gives you full control over how users experience your wholesale billing software. You can customize the layout, navigation, and dashboard to match your company’s branding and workflow. Each page or feature can be shown or hidden depending on who’s logged in, ensuring each customer or internal team member only sees what’s relevant to them.
You can also set up different user roles, such as customer, account manager, or admin, and define exactly what each role can view or manage. For instance, customers might see only their own invoices and orders, while admins can access all accounts. You can also filter information based on the logged-in user for fully personalized experiences.
This level of customization is especially valuable when managing multiple wholesale customers or teams in the same billing platform, keeping everything secure, clear, and tailored for each user.
Yes, you can. You don’t need to import your customer or billing data from another tool to start using the wholesale billing software. If you’re just getting started, you can use Softr Databases, which is built into the platform and seamlessly integrates with your billing application.
If you already have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those sources as well. There’s also a REST API connector to bring in data from other platforms. Either way, you have full control over how your billing and account information is structured and displayed in your software.
Yes, you can fully white-label your wholesale billing software in Softr. You can apply your own logo, brand colors, fonts, and set up a custom domain so that your billing platform looks like a seamless extension of your company. All Softr branding can be removed, ensuring your customers see only your brand throughout their experience.
Absolutely! Softr gives you extensive control over the design and layout of your wholesale billing software. You can adjust colors, fonts, and page layouts to align with your company's style. You decide how each page is structured, which sections appear where, and what different users see when they access the platform.
To organize your billing data, you can use various Softr blocks:
\- Table blocks – to display invoices, payment records, or customer lists
\- List or Card blocks – for highlighting key accounts or recent transactions
\- Detail View – to show in-depth invoice or customer information
\- Forms – for collecting new billing data or client requests
\- Charts – to visualize revenue, outstanding balances, or trends
\- Calendar blocks – to display payment due dates or billing cycles
You can easily update your design or content at any time directly in the visual builder if your needs change.
Softr is designed with robust security in mind. All your wholesale billing data is encrypted both in transit (TLS) and at rest, and the applications are hosted on secure, reliable infrastructure. Softr lets you control exactly who can access specific parts of your billing platform with role-based permissions, user management, and visibility rules to keep sensitive financial data safe.
If your billing software is connected to external databases like Airtable, Notion, or SQL, Softr doesn’t store your financial data—instead, it displays it securely in real time based on your access permissions. You always have control over your data and who can view or edit it.
Softr also follows industry best practices in authentication, access control, and platform security monitoring to protect your information.
You can start building your wholesale billing software for free. Softr’s Free plan lets you launch one app with up to 10 users and 2 user groups, and it supports all standard data sources, including Softr Databases, Airtable, and Google Sheets.
If your billing platform needs more users or advanced features, there are a range of paid plans to choose from. You can find all the pricing details here: <http://softr.io/pricing>
Softr is built to make it easy for you to create fully functional, user-facing applications—like wholesale billing platforms, CRMs, and internal tools—without any coding. What sets Softr apart is how quickly you can go from concept to live app, plus how it connects directly with your existing billing data sources.
While some no-code platforms focus on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is made for non-technical teams who want to control the platform’s design, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded billing applications for your customers and team.
With Softr, everything is visual—from customizing content and layouts to setting user access. And, thanks to built-in features like user roles, forms, conditional logic, and API support, you won’t need to cobble together multiple tools to create a polished wholesale billing solution.
Yes, you can. Softr supports a wide range of integrations so you can connect your wholesale billing software to your other business tools. You can sync with Stripe for payment processing, connect with Intercom for support, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation and integrations.
Whether you want to push billing data to another system, trigger automations based on payment status, or pull in updates from external tools, you can set these workflows up—all without writing code.