Send Estimates and Easily Convert them to Invoices with Invopoint

Oct 20, 202320 mins read

Invopoint makes billing easy for SMBs. Create professional estimates, seamlessly convert them to invoices, get paid online, and manage everything from one dashboard.


Running a small or medium business involves juggling many tasks, from managing inventory to tracking expenses. With so many responsibilities, creating and sending estimates and invoices can slip through the cracks. However, getting paid on time is critical for any business. Invopoint's online invoicing software makes billing easy, so you can focus on growing your company.

Create Professional Estimates in Minutes

Before an official invoice, many businesses send an estimate to outline the costs for a product or service. With Invopoint, you can quickly build estimates right within the platform. Simply add your company logo, service details, and costs. The system does the calculations for you, so all you have to do is review and send the estimate.

Customizable templates allow you to design estimates to match your brand. Preview the look on desktop and mobile before sending to the client. With the click of a button, an estimate can be converted into an invoice when the client approves the work.

Seamlessly Convert Estimates to Invoices

Once a client agrees to an estimate, transform it into a professional invoice in seconds. All the original details and calculations carry over, eliminating duplicate data entry. Customize invoice templates, add payment terms, sales tax, discounts, and more. Preview the final look before sending to the client.

Invoices are numbered sequentially and stored securely in the cloud, with customizable access permissions. Easily find, view, and manage invoices right from your Invopoint dashboard. Built-in reporting provides invoice status, tracking payment schedules, and insight into revenue and expenses.

Get Paid Faster with Online Payments

Invoicing is useless if you don't actually get paid. With Invopoint, clients can pay invoices directly on the platform via credit card, PayPal, bank transfer and more. Funds are deposited quickly into your connected bank account. You save time by not having to follow up on pending payments.

For recurring work, easily create repeating invoices that charge clients automatically on scheduled dates. Custom payment reminders encourage clients to pay on time, reducing late payments. Know immediately when an invoice is viewed, approved, or paid.

Mobile App for Invoicing On-the-Go

Running a business doesn't just happen at your desk. With Invopoint's iOS and Android apps, you can manage invoices wherever you are. Quickly create, view, and send estimates and invoices from your phone. Record expenses by snapping a photo of receipts. When it's time to bill clients, the information transfers seamlessly to your account.

Integrations to Sync Your Business Systems

Invopoint connects with popular small business tools to streamline your systems. Integrate accounting software like QuickBooks and Xero to automatically sync invoice data. Import contacts from Excel, Google Contacts, and other sources to quickly create estimates and invoices for clients.

Email notifications keep you up-to-date on the status of sent invoices. Clickable payment links make it easier for clients to pay. Work with your favorite project management, POS system, and ecommerce platforms.

Simple and Affordable Billing for SMBs

Juggling individual tools to create, track, and collect payments for invoices takes too much time and money. Invopoint combines estimate creation, invoicing, payment processing, and reporting into one seamless cloud-based system designed for SMBs.

Plans start at just $15/month for core features. Choose the right tier for your business needs and scale as you grow. Detailed plans make pricing transparent with no surprise fees. You receive unlimited invoices and estimates, monthly reporting, and outstanding customer support.

Stop wasting time tracking down payments and managing billing across different platforms. With Invopoint, you can craft estimates, automate invoicing, accept payments, and track billing all from one dashboard. Sign up for a free trial today!

Key Features

  • Estimates
  • Invoices
  • Payments
  • Reporting
  • Recurring Billing
  • Mobile Apps
  • Integrations


How do I create an estimate in Invopoint?

Creating estimates is easy in Invopoint. Simply open the Estimates page, click "+ New Estimate" and fill in the details like client name, services, quantities, rates, sales tax, discounts, and more. The system does all the calculations automatically. Review and edit the estimate before sending directly to the client's email.

Can I convert an estimate to an invoice?

Yes, once a client approves an estimate, you can quickly convert it to an invoice by clicking "Convert to Invoice". All the estimate details like items, quantities, tax rates, etc. will carry over to the new invoice. Add any additional information like due dates, then review, customize, and send the invoice.

How do clients pay invoices?

Clients can pay invoices directly through the Invopoint platform using a variety of payment methods like credit cards, PayPal, bank transfers, and more. When you send an invoice, a payment link is included that lets clients pay instantly online. Funds are deposited quickly into your connected bank account.

Does Invopoint offer recurring billing?

For ongoing services, easily create repeating invoices in Invopoint that charge clients automatically based on custom schedules. Set up daily, weekly, monthly or custom billing frequencies along with the number of times to charge. Recurring invoices save time over manually creating the same invoice each period.

Is there a mobile app for Invopoint?

Yes, the Invopoint mobile app is available for both iOS and Android devices. You can securely access your full account on-the-go to create, view, and send estimates and invoices. The app also lets you record expenses by taking a photo of receipts to later add to invoices. Everything syncs seamlessly with the web dashboard.

Sign Up and Simplify Your Billing

Stop juggling multiple tools and platforms to handle estimates, invoicing, and payments for your small business. Invopoint provides everything you need in one system to look professional, get paid faster, and focus on growing your business. Sign up for a free trial today!

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