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Manage customers, products and services, and invoices through one connected B2B sales workflow. Keep the information your team needs organised from the first customer record through billing and payment follow-up.
Create professional invoices, define payment terms, track balances and keep customer billing activity organised in one place.
Explore Invoices →CRMMaintain customer profiles, billing information and invoice activity so your team has a consistent view of every client relationship.
Explore Customers →CATCreate reusable catalogue items with pricing and billing information so invoices can be prepared faster and more consistently.
Explore Products & Services →Create invoices for products, services, projects and repeat client work while keeping due dates, balances and payment status visible from the same sales workspace.
Maintain organised customer records so your team can work with consistent billing information instead of rebuilding client details for every new invoice.
Build a reusable catalogue of the products and services your business sells. Keep item information and standard pricing available for faster, more consistent billing.
Monthly professional consulting and advisory services.
Recurring client support and business services.
Reusable software product billing item.
One-time implementation and onboarding service.
Keep the information behind every sale connected instead of maintaining separate customer lists, price sheets and invoice files.
Store the company, contact and billing information required for client work.
Use products and services already stored in your reusable billing catalogue.
Build the billing document with customer details, items, terms and the amount due.
Keep payment status and outstanding invoices visible for finance follow-up.
Invopoint connects customer records, billable items and invoices so your sales administration works as one process rather than separate files and spreadsheets.
Keep the customer details your team repeatedly needs in a structured record instead of copying them between documents.
Reuse existing products, services and pricing information when preparing new customer invoices.
Keep invoice activity and customer balances easier to review from the same product environment.
Customer information, products and services, invoice creation and payment status are part of the same Invopoint workflow, helping small and medium businesses manage everyday B2B billing with fewer disconnected records.
Common questions about customers, products, services and invoicing workflows.
The Sales section brings together customer records, products and services, and invoicing so businesses can manage the core information behind their B2B billing workflow from one workspace.
Yes. Customer records form part of the wider sales workflow, allowing businesses to reuse customer information when preparing invoices and reviewing billing activity.
Yes. Products and services can be maintained as reusable catalogue items, reducing the need to re-enter the same billing information each time.
Invoice and payment status can be used to distinguish balances that are paid, pending, unpaid or overdue so finance follow-up can be prioritised.
It is designed for small and medium businesses, consultants, agencies, contractors and other B2B businesses that need structured customer and invoicing workflows.
Build your customer list, organise the products and services you sell, create invoices and keep billing activity visible without maintaining separate sales spreadsheets.