Generate invoices, streamline billing, and enhance accuracy with a customizable tool tailored to your business's unique requirements.


Build an invoice generation tool with only the features and workflows you need. Update and adapt it easily as your process or team grows.
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your invoices.
Empower your finance team to manage invoices efficiently. Set up secure logins, user groups, and permissions—no IT support required.
Give accountants, managers, and admins tailored access so each role manages only their assigned invoicing tasks.
Give accountants, managers, and admins tailored access so each role manages only their assigned invoicing tasks.
Connect with tools like Make, Zapier, or N8N to automate invoice creation, reminders, and payment tracking.
Your invoice tool is mobile-ready by default. Access and manage billing tasks from anywhere.
Enable finance teams to log in securely using Google, email, or SSO—no IT tickets needed.
Keep invoice and payment data safe with SOC2 and GDPR compliance, plus robust access controls.
Let teams ask AI about invoice status or details and get instant answers, right inside your billing and invoicing workspace.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Create your invoice generation tool in minutes with drag-and-drop blocks and ready-made templates.
Add payment tracking, custom fields, or approval steps as your invoicing needs change—no rebuild needed.
Manage invoices, client info, and financial reports—all in one place, without switching tools.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An invoice generation tool is a secure online platform where you and your team can create, manage, and send invoices to your customers. It centralizes all your invoicing tasks—so you don’t need to juggle email threads, spreadsheets, or paper copies. This keeps your billing process organized, makes payments easier for your customers, and helps you stay on top of your finances.
Softr makes it straightforward to build an invoice generation tool tailored to your workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a space where you and your team can generate invoices, track payments, and manage customer records, all in one place.
You don’t need to write any code. Start with a template or build from scratch, customize the layout, control user access, and match the look to your company’s brand. It’s quick to launch, simple to update, and flexible enough to grow with your invoicing needs. It helps everything look polished and keeps your billing process running smoothly.
You can add a wide range of features to your invoice generation tool, depending on your billing needs. Some commonly used ones include:
\- User logins – so team members can securely access their accounts
\- Custom dashboards – to display invoice status, outstanding payments, or account summaries
\- Invoice creation forms – for entering billing details, line items, and customer info
\- File sharing – so you can attach supporting documents to invoices
\- Search and filters – to quickly find invoices by customer, date, or payment status
\- Tables, lists, and detail views – to show invoices, payment histories, or customer records
\- Comments or status updates – for internal notes or communication about each invoice
\- Charts – to visualize revenue, overdue payments, or billing trends
\- Calendar view – for tracking upcoming due dates or recurring invoices
\- Permissions and roles – so only authorized users can view or edit sensitive billing information
All of these features are built using Softr’s drag-and-drop blocks, so you don’t need to code anything. And if your billing process changes, it’s easy to update your tool later.
No coding is required. You can build your invoice generation tool entirely using Softr’s visual editor. Everything—from the look and feel to user permissions—can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single invoice generation tool. Each user only sees the invoices and data assigned to them, based on their login and role. This setup is great for agencies, consultancies, or anyone who needs to generate and track invoices for multiple clients or departments.
Softr supports a broad range of data sources for your invoice generation tool. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also integrate with other sources using the REST API.
You’re not restricted to just one source. You can use multiple data sources at once and display them side by side in your invoice tool. For example, you can pull client information from one source and payment records from another. Most data sources support real-time, two-way sync, so your invoice data stays up to date everywhere.
Yes, Softr gives you full control over how users experience your invoice generation tool. You can customize the layout, navigation, and content to fit your workflow and branding. Each page or section can be shown or hidden depending on who’s logged in, so every client or team member sees only the invoices and data relevant to them.
You can also set different user roles, like client, admin, or accountant—defining exactly what each can view or edit. For example, clients can see only their own invoices, while your internal team can manage all billing records. You can even create personalized views for each user. This flexibility is especially helpful when you’re handling multiple clients or teams in one tool, keeping everything organized, secure, and user-friendly.
Yes, you can. You don’t need to import your invoices or client data from another tool to start building your invoice generation tool with Softr. If you’re starting from scratch, you can use Softr Databases, which are built-in and work seamlessly with your app.
If you do have existing data in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or a SQL database, you can connect those as well. You can even use the REST API connector to pull in data from other systems. Either way, you have full control over how your invoice data is structured and displayed.
Yes, you can fully white-label your invoice generation tool in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tool feel like a seamless part of your brand. You can also remove all Softr branding, ensuring that users interacting with your invoice generation tool only see your company’s identity throughout the process.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your invoice generation tool. You can adjust colors, fonts, spacing, and page structure to match your brand’s look and feel. You decide how each page is organized, which blocks to include, and how different users interact with invoices and records when they log in.
To display your data, you can add different types of blocks:
\- Table blocks – to show lists of invoices or billing records
\- List or Card blocks – to highlight clients, payment statuses, or invoice details
\- Detail View – to show a single invoice or client information
\- Forms – for collecting data like payment details or new invoice requests
\- Charts – to visualize payment trends or outstanding balances
\- Calendar blocks – to display invoice due dates or payment schedules
If you need to change your tool’s content or design later, you can make updates easily in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your invoice generation tool is hosted on secure, reliable infrastructure. Softr also lets you control who can access or modify invoices and sensitive billing data. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to keep your invoicing data protected.
If your tool connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time according to your access settings. You’re always in control of your invoicing information and who can view or edit it.
Softr follows industry best practices for authentication, access control, and ongoing platform monitoring to help keep your invoice data safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your invoice generation tool needs more users or advanced features, you can explore the paid plans to find the best fit for your needs: <https://softr.io/pricing>
Softr is designed to make it easy to build powerful, user-friendly apps—like invoice generation tools, client portals, and internal dashboards—without writing code or relying on developers. What sets Softr apart is how quickly you can go from idea to a fully functional tool that integrates with your existing data sources.
Unlike other no-code tools that may focus on mobile apps (like Glide) or are tailored more for technical users (like Retool), Softr is approachable for non-technical teams. You have full visual control over the layout, user experience, and who can access your invoices. You can connect your data in real time from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded invoice tool for your team or clients.
With Softr, you can visually customize everything from content to permissions, and you’ll find built-in features like user roles, forms, conditional logic, and API support, eliminating the need for multiple platforms.
Yes. Softr supports a variety of integrations so you can connect your invoice generation tool to the rest of your workflow. You can sync with tools like Stripe for payments, use Zapier, Make, or N8N to automate processes like sending invoice reminders or updating records, and connect via REST API and webhooks for more advanced functionality.
Whether you need to trigger automations when invoices are generated, send data to accounting systems, or display relevant information from other apps, you can build these workflows into your invoice tool—without any coding.