Features
Organization isolation, financial-year numbering, bank snapshots, seal and signature, your SMTP, recurring schedules, GST/VAT, and PDF or Word — built for businesses, not just one-off PDF invoices.
Follow this breadcrumb from a new account to a branded, emailed invoice. Full click-by-click steps are on the FAQ.
Account → Organizations → New organization
An organization is your business profile. All clients, bank accounts, branding, and invoices live inside it.
Organization → Settings → Invoice numbering
Control prefix, padding, starting number, and whether numbers reset each financial or calendar year.
Organization → Settings → Branding → Logo
Your logo appears at the top of invoice previews, PDFs, Word files, and public links.
Organization → Settings → Branding → Seal
The official stamp prints at the bottom-right of invoices (unless hidden for a client).
Organization → Settings → Branding → Signature + position
Place the signature above, over, or below the seal, then nudge it with offsets.
Organization → Settings → Email / SMTP
Send invoices and payment reminders from your own mailbox.
Organization → Bank accounts → New
Reusable payout details printed on invoices so clients know where to pay.
Organization → Clients → New client
Each bill-to party needs a client record before you issue invoices.
Organization → Invoices → New invoice
Pick a client, add line items, review branding and bank details, then send or download.
Create an organization with legal name, address, tax ID, and default currency. Each org has isolated clients, bank accounts, branding, SMTP, numbering, and invoices. Switch businesses from the org list. Free and Pro plans set how many organizations you can own.
Build polished invoices with line items, notes, terms, tax, discounts, and bank details. Follow the setup path Organization → Clients → Invoices. Move through draft, sent, paid, overdue, and cancelled. Download PDF/Word, share a public link, or email when SMTP is configured.
Open Settings → Invoice numbering to set prefix, suffix, padding, starting number, and reset rules. Numbers increment automatically (atomically) and can reset each financial year, calendar year, or never. Optional per-client sequences. Download filenames follow the period, e.g. 2026-2027-INV-0001.pdf.
Quote work with estimates that mirror invoice layout. Mark estimates as sent, accepted, or declined, then convert accepted quotes into invoices without re-entering line items.
Set up recurring schedules with line items, tax, and currency. The system generates invoices on the next run date and can optionally email them automatically. View upcoming and past runs on the calendar.
A month calendar shows real invoices (issue and due dates) plus projected recurring runs — past and future — with status and client metadata on each day.
Apply discounts at the line-item level or on the entire document. Totals update live as you edit, and exports reflect discount amounts clearly.
Import regional tax presets (GST, VAT, etc.), apply multiple taxes per document, mark lines as tax-exempt, and issue invoices in any supported currency — not just your org default.
Maintain a catalog of products and services with SKU, description, and unit price. Add catalog items to invoice, estimate, and recurring line items in one click.
Keep client profiles with email, communication email, phone, address, and tax ID. Assign a default bank account and invoice template. Control whether this client’s invoices show the organization logo, seal, and signature.
Add organization bank accounts (label, holder name, bank, branch, account number, IFSC, SWIFT). Select an account on each client or invoice. Details print in the Bank details block and are snapshotted on the invoice so later master-data edits do not rewrite old documents.
Understand how your organization is performing with monthly revenue charts, invoice status breakdown, and a ranked list of top clients by paid revenue.
Generate a simplified balance sheet from invoice data for a financial year, calendar year, or custom date range. Preview receivables, cash collected, and equity; Pro users download CSV.
Each organization gets a dashboard with invoice counts, overdue alerts, pending amounts, and quick links to invoices that need attention.
Choose a default template for your organization or override per client. Templates control header layout, typography, and table styling on screen, PDF, and Word exports.
Export any invoice to a print-ready PDF or editable Word document. Logo, seal, signature placement, line items, tax breakdown, and totals follow your template and branding settings.
Under Settings → Branding, upload logo (header), company seal, and authorized signature. Use the live left-side preview to set signature position (top, center overlay, or bottom), seal/signature size (50%–150%), and X/Y offsets. Placement applies to invoice HTML, PDF, and Word. Hide any mark per client if needed.
Generate a public URL for any invoice so clients can view details and download PDF without logging in. Pro organizations can remove mamainvoice branding from public pages.
Configure Gmail SMTP under Settings → Email / SMTP (App Password, test email, from name, and message templates). Then email invoices and payment reminders from invoice detail. Sent and last-reminder times are stored on each invoice.
Pro subscribers can connect accounting integrations to sync data with Zoho Invoice or QuickBooks, reducing double entry between invoicing and books.
Upgrade to Pro for balance sheet CSV export, accounting integrations, higher organization limits, and white-label public invoice pages without mamainvoice branding.
Create your organization, add a client, and send your first invoice in minutes.