Invofolio
Invofolio is a web workspace for creating invoices and quotations, managing client and project details, recording payments, and viewing receivables.
What Invofolio is
Invofolio is a web workspace for creating invoices and quotations, managing client and project details, recording payments, and viewing receivables. Accepted quotations can become PDF invoices while retaining client, project, and line-item information. Twelve templates are available, and changing templates preserves document data. The dashboard shows overdue, near-due, and collected amounts, along with client concentration. The Free plan is free, billed forever with no card required; it includes 5 invoices per month, 2 clients, 1 project, all templates, PDF preview and export, and public invoice links. Early Pro is $5 a month, billed per month at launch pricing, and adds unlimited invoices, quotations, clients, and projects, recurring schedules, client defaults, custom fields, multi-currency receivables, payment records, and partial payments. Recurring schedules create drafts weekly, every two weeks, monthly, quarterly, or yearly, but do not send invoices or charge clients automatically. Invofolio does not yet integrate with accounting software or collect online payments, though invoices can include payment instructions and public links. It is built for service-oriented small businesses and professionals, not tax filing, payroll, bookkeeping, statutory accounting, or financial advice.
Good
- Converts accepted quotations into PDF invoices.
- Twelve templates preserve data when switched.
- Free plan includes all templates and PDF export.
- Dashboard highlights overdue, near-due, and collected amounts.
- Pro includes recurring schedules and partial payments.
Watch out
- Free plan allows 5 invoices per month.
- Recurring schedules create drafts but do not auto-send.
- Online client payment collection is not available.
- No accounting software integrations yet.
Who it suits
Invofolio suits freelancers, consultants, small studios, agencies, service teams, and small businesses that need to prepare invoices and track receivables. The free tier may fit users with modest invoice, client, and project needs.
Verdict
Invofolio covers invoice and quotation creation, basic payment records, and receivables visibility, with a free tier and a paid Early Pro plan. It does not replace accounting software or provide online payment collection, and recurring invoices require manual sending.
Plans and prices
From Invofolio's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | 5 invoices per month · 2 clients · 1 project · all invoice templates · PDF preview/export · public invoice links · forever - no card required |
| Early Pro | $5 a month | Unlimited invoices and quotations · unlimited clients · unlimited projects · recurring invoice schedules · client defaults and custom fields · multi-currency receivables dashboard · payment records and partial payments · per month - launch pricing |
The facts
Each one read from Invofolio's own pages, with the date it was checked.
What it does
- Accounting integrations
- The FAQ says Invofolio does not yet integrate with accounting software.checked 9 Oct 2026
- Audience
- It is built for freelancers, consultants, small studios, agencies, service teams, and small businesses.checked 9 Oct 2026
- Data processors
- The sub-processor list names Neon as hosting the workspace, billing, and authentication database, and says its primary region is the United States.checked 9 Oct 2026
- Invoices and quotations
- Users can create PDF invoices and convert accepted quotations into invoices while keeping client, project, and line-item details.checked 9 Oct 2026
- Online payments
- The FAQ says online client payment collection is not yet available; invoices can include payment instructions and public links.checked 9 Oct 2026
- PDF rendering
- The sub-processor list says Cloudflare renders PDFs on demand and that generated invoice and quotation HTML payloads are not retained beyond rendering.checked 9 Oct 2026
- Product
- Invofolio is a web workspace for creating invoices and quotations, organizing clients and projects, recording payments, and viewing receivables.checked 9 Oct 2026
- Receivables
- The dashboard shows overdue, near-due, collected, and client-concentration views.checked 9 Oct 2026
- Recurring invoices
- Early Pro recurring schedules create draft invoices weekly, every two weeks, monthly, quarterly, or yearly; they do not auto-send or auto-charge clients.checked 9 Oct 2026
- Scope limits
- Invofolio is not tax filing, payroll, bookkeeping, statutory accounting, or financial advice.checked 9 Oct 2026
- Security and privacy
- The FAQ says workspace data is scoped to the signed-in account and public invoice links are generated only for invoices the user chooses to share.checked 9 Oct 2026
- Support
- The contact page invites questions about billing workflows, account issues, and product feedback, and says messages are read while the product is being built with early users.checked 9 Oct 2026
- Templates
- The product offers 12 invoice and quotation templates that preserve document data when switched.checked 9 Oct 2026
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