Skip to content
InvoiceX

Features

What InvoiceX does today

Everything below ships in the product today — from PDF invoices on the Free plan to recurring billing and team seats on Business. Plan limits are noted beside each section.

Start freeCompare plans

Workspace overview

This month

Invoiced

£14,260.00

Marked paid

£9,880.00

Outstanding

£2,820.00

Overdue

£1,560.00

Invoice activity (demo)

Sample illustration only — not live account data.

All plans

Invoices and quotes

  • Create invoices and quotes with line items, quantities, unit prices, and optional VAT.
  • Assign document numbers automatically and set issue and due dates.
  • Download PDF copies on every plan.
  • Convert accepted quotes into invoices without re-entering line items.
  • Track document status from draft through to paid or declined.
  1. Draft
  2. Sent
  3. Accepted
  4. Converted

Quotation

QUO-000063

Valid until 28 Mar 2026

Accepted
  • Brand refresh — logo and colour system£2,100.00
  • Printed stationery pack (letterhead + comps)£1,380.00
Accepted by client£3,480.00
Free: up to 5 active clients; paid plans offer higher or unlimited reasonable-use limits

Client management

  • Store client names, billing addresses, and contact details in one workspace.
  • Link clients to invoices and quotes for consistent records.
  • On Business, share client management across workspace members.

Workspace overview

This month

Invoiced

£14,260.00

Marked paid

£9,880.00

Outstanding

£2,820.00

Overdue

£1,560.00

Invoice activity (demo)

Sample illustration only — not live account data.

All plans

PDF downloads

  • Generate PDF documents that reflect your chosen template and business profile.
  • Download and archive PDFs for your records or send them via your own email on the Free plan.
  • Paid plans can remove InvoiceX footer branding from documents.

Veynor Lane Digital

INV-000214

Paid

Bill to

Bridgewater Office Solutions Ltd

Unit 12, Millfields Road, Bilston, WV14 0QJ

Due 7 Apr 2026

£2,820.00

  • Website support retainer — March£1,150.00
  • E-commerce checkout improvements£1,020.00
  • DNS & hosting administration£180.00
Starter, Pro, and Business

Email delivery

  • Send invoices and quotes to clients directly from InvoiceX.
  • Messages include your business details on the attached or linked document.
  • Reduces the steps between finishing a document and getting it to your client.

Veynor Lane Digital

INV-000214

Paid

Bill to

Bridgewater Office Solutions Ltd

Unit 12, Millfields Road, Bilston, WV14 0QJ

Due 7 Apr 2026

£2,820.00

  • Website support retainer — March£1,150.00
  • E-commerce checkout improvements£1,020.00
  • DNS & hosting administration£180.00
Classic on Free; Classic, Modern, and Minimal on paid plans

Document templates

  • Choose a layout that suits your brand: Classic for traditional invoices, Modern for a contemporary look, or Minimal for clean simplicity.
  • Pro and Business plans support custom document colours.
  • See template examples on the invoice templates page.

Veynor Lane Digital

INV-000214

Paid

Bill to

Bridgewater Office Solutions Ltd

Unit 12, Millfields Road, Bilston, WV14 0QJ

Due 7 Apr 2026

£2,820.00

  • Website support retainer — March£1,150.00
  • E-commerce checkout improvements£1,020.00
  • DNS & hosting administration£180.00
Pro and Business

Recurring invoices

  • Set up invoices that generate on a schedule for retainers and repeat work.
  • Automatic reminders notify clients when payment is due.
  • Review generated invoices to confirm amounts before they are sent.

Workspace overview

This month

Invoiced

£14,260.00

Marked paid

£9,880.00

Outstanding

£2,820.00

Overdue

£1,560.00

Invoice activity (demo)

Sample illustration only — not live account data.

Pro and Business

Reports

  • View summaries of invoiced amounts, outstanding balances, and document activity.
  • Use reports to understand cash flow at a glance without exporting to a spreadsheet first.
  • Export underlying data via CSV on paid plans that include CSV export.

Workspace overview

This month

Invoiced

£14,260.00

Marked paid

£9,880.00

Outstanding

£2,820.00

Overdue

£1,560.00

Invoice activity (demo)

Sample illustration only — not live account data.

Pro and Business

Products and services catalogue

  • Save frequently used products and services with default prices and descriptions.
  • Add catalogue items to new documents quickly instead of typing details each time.

Veynor Lane Digital

INV-000214

Paid

Bill to

Bridgewater Office Solutions Ltd

Unit 12, Millfields Road, Bilston, WV14 0QJ

Due 7 Apr 2026

£2,820.00

  • Website support retainer — March£1,150.00
  • E-commerce checkout improvements£1,020.00
  • DNS & hosting administration£180.00
Business

Team collaboration

  • Invite up to five workspace members with role-based access.
  • Maintain up to three business profiles within one workspace.
  • View an activity log of changes made by team members.

Workspace overview

This month

Invoiced

£14,260.00

Marked paid

£9,880.00

Outstanding

£2,820.00

Overdue

£1,560.00

Invoice activity (demo)

Sample illustration only — not live account data.

Starter, Pro, and Business

CSV export

  • Export document and client data for your own records or downstream tools.
  • Complements PDF downloads with structured data you can analyse elsewhere.

Veynor Lane Digital

INV-000214

Paid

Bill to

Bridgewater Office Solutions Ltd

Unit 12, Millfields Road, Bilston, WV14 0QJ

Due 7 Apr 2026

£2,820.00

  • Website support retainer — March£1,150.00
  • E-commerce checkout improvements£1,020.00
  • DNS & hosting administration£180.00
Start freeCompare plansView templates

See features in action

Create your first invoice in minutes on the Free plan.

Start freeHow it works