Generate invoices, track payments, and manage client accounts seamlessly with a customizable app tailored for your wholesale business.


Create a wholesale invoicing tool tailored to your team’s workflow. Add only the features you need, and adapt your setup as your processes change.
Connect spreadsheets, ERPs, and accounting systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your invoicing.
Create a branded portal for your wholesale clients to view, download, and manage invoices. Set up user groups and permissions in minutes—no coding required.
Your invoicing portal is mobile-ready by default. Clients can check invoices or payment status from any device, anytime.
Your invoicing portal is mobile-ready by default. Clients can check invoices or payment status from any device, anytime.
Connect with your existing billing tools to automate invoice creation, reminders, and payment updates—no manual entry needed.
Set up separate logins for different client companies or departments, each with a personalized dashboard for their invoices.
Customize who can view, download, or pay invoices at a granular level—adjustable by group or individual.
Protect sensitive billing data. Softr is fully compliant with SOC2 and GDPR regulations for peace of mind.
Finance teams can ask AI about invoices, payments, or clients and get instant answers—right inside your billing software.
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 wholesale invoice system in minutes with drag-and-drop blocks and tailored templates.
Add bulk invoicing, payment tracking, or customer portals as your billing needs expand—no rebuild needed.
Manage invoices, clients, and reports—all in one place, with no extra billing tools to buy.
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 invoice software is a secure platform where your wholesale customers can log in to view, download, and manage their invoices, orders, and account details. It centralizes all billing and transaction information, reducing the need for back-and-forth emails or manual spreadsheets. This helps your team stay organized and provides a smoother experience for both your staff and wholesale clients.
Softr makes it simple to create wholesale invoice software tailored to your business’s needs. You can connect your existing data from tools like Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a portal where wholesale customers can log in, check invoices, track orders, and access important documents—all in one place.
No coding is needed. You can start from a template or build from scratch, customize the layout, control who sees what details, and brand it to match your company. It’s fast to launch, easy to update, and flexible enough to scale as your wholesale operations grow. It keeps everything organized and looking professional.
You can add a wide range of features to your wholesale invoice software, depending on your process. Some popular options include:
\- User logins – so each wholesale customer can securely access their own invoices and orders
\- Custom dashboards – to display outstanding balances, recent orders, or payment status
\- Forms – for submitting purchase orders or updating account information
\- File sharing – for downloading invoices, order confirmations, or credit memos
\- Search and filters – to help users quickly find specific transactions or invoices
\- Tables, lists, and detail views – to display order history, payment status, or account info
\- Comments or status updates – to streamline communication about payments or orders
\- Charts – to visualize sales data, outstanding balances, or payment trends
\- Calendar view – for tracking payment due dates or order delivery schedules
\- Permissions and roles – so each customer or team member only sees the information relevant to them
All of these features are built with Softr’s drag-and-drop blocks, so you don’t need any coding experience. And if your needs change, it’s easy to adjust your portal later.
No coding knowledge is required. You can build your wholesale invoice software entirely using Softr’s visual editor. Everything from the layout to access controls can be customized without having to write a single line of code.
Yes. You can manage multiple customers or sales teams in a single wholesale invoice software portal. Each user only sees the invoices, orders, and account details assigned to them, based on their login and role. This is especially helpful for wholesalers working with multiple retailers or handling several sales reps at once.
Softr supports a wide range of data sources for your wholesale invoice 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 bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your wholesale invoice portal and display them together—for example, showing sales records from Airtable alongside customer info from HubSpot. Most sources support real-time, two-way sync, so any changes in your app or source will be updated automatically.
Yes, Softr gives you full control over how users experience your wholesale invoice software. You can customize the layout, navigation, and content to match your company’s brand and invoicing workflow. Each page or block can be shown or hidden based on who’s logged in, so every customer or team member only sees relevant invoices and records.
You can also set up different user roles, such as customer, sales rep, or admin—and define exactly what each role can view or edit. For example, customers can review just their own invoices, while your staff can manage all orders and accounts. You can also create personalized dashboards or filter data based on the logged-in user, keeping things streamlined, secure, and tailored to each user’s needs.
Yes, you can. You don’t need to import your customer or invoice data from another system to get started with wholesale invoice software built on Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with your wholesale invoicing app.
But if you already have sales, inventory, or customer data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other wholesale or ERP systems. This means you have complete control over how your data is structured and displayed within your invoicing portal.
Yes, you can fully white-label your wholesale invoice software built with Softr. You’re able to use your own logo, brand colors, fonts, and custom domain so your invoicing platform feels like a natural extension of your business. Softr also lets you remove all Softr branding, ensuring your wholesale customers and partners only see your company’s identity throughout the entire invoicing experience.
Absolutely. Softr gives you flexibility to control both the design and layout of your wholesale invoice software. You can adjust colors, fonts, spacing, and how pages are organized to match your brand. You have full control over the placement of each page section, which blocks to use, and what different users see when they log in.
For managing invoices, orders, and payment status, you can add the following blocks:
\- Table blocks – to display structured data like invoice lists, order histories, or payment tracking
\- List or Card blocks – to highlight customer profiles, product catalogs, or key documents
\- Detail View – to show a single invoice or order summary at a time
\- Forms – for capturing new orders, payment details, or support requests
\- Charts – to visualize sales trends or outstanding balances
\- Calendar blocks – to keep track of due dates or shipment schedules
If you need to update your software’s look or features later on, it’s easy to make changes anytime using Softr’s visual builder.
Softr is designed with security in mind for your wholesale invoice software. All data is encrypted both in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. You have full control over who can access and manage invoices, customer records, and payment data. Role-based permissions, user management within your data source, visibility rules, and global restrictions make it easy to protect sensitive financial information across your invoicing platform.
If your app connects to external data sources like Airtable, Notion, or SQL, Softr never stores your data—it simply displays it in real time based on your access settings. You always control who can view or edit your information.
Softr also follows industry best practices for authentication, access control, and ongoing platform monitoring to help keep your invoice data 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, supporting all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your wholesale invoice software needs more users, advanced features, or additional integrations, you can review the paid plan options to find the right fit for your business: <http://softr.io/pricing>
Softr stands out by making it easy to build functional, user-facing apps—like wholesale invoice software, customer portals, and internal tools—without writing any code or needing developers. You can quickly go from idea to a working invoicing platform, and connect it to your existing data sources with minimal hassle.
Unlike no-code tools that focus on mobile apps (like Glide) or more developer-centric tools (like Retool), Softr is built for non-technical teams who want total control over layout, user permissions, and user experience. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded invoice platforms your customers and staff can log into.
With visual customization, user roles, forms, conditional logic, and API access included, there’s no need to cobble together separate tools to launch a polished wholesale invoicing solution.
Yes. Softr supports a wide range of integrations, making it easy to connect your wholesale invoice software to the rest of your tech stack. You can sync with payment gateways like Stripe, automate tasks using Zapier, Make, or N8N, and connect to chat tools like Intercom. For more advanced needs, Softr supports REST API and webhooks for custom automations.
Whether you want to send invoice data to your accounting system, trigger notifications based on payment status, or display updates from other platforms, you can build these workflows into your wholesale invoice software without writing any code.