Billing/Invoicing

Build your own invoice generation tool, no code required

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

Screenshot of an invoice generation tool user interface displaying form fields for client details, itemized charges, totals, and action buttons for creating or sending an invoice.
invoice generation tool mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your invoice data together in real time

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.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your finance team to manage invoices efficiently. Set up secure logins, user groups, and permissions—no IT support required.

Advanced permissions

Give accountants, managers, and admins tailored access so each role manages only their assigned invoicing tasks.

User groups

Give accountants, managers, and admins tailored access so each role manages only their assigned invoicing tasks.

Automations

Connect with tools like Make, Zapier, or N8N to automate invoice creation, reminders, and payment tracking.

Works on any device

Your invoice tool is mobile-ready by default. Access and manage billing tasks from anywhere.

Easy, secure logins

Enable finance teams to log in securely using Google, email, or SSO—no IT tickets needed.

Security

Keep invoice and payment data safe with SOC2 and GDPR compliance, plus robust access controls.

AI Magic

An AI assistant for invoicing

Let teams ask AI about invoice status or details and get instant answers, right inside your billing and invoicing workspace.

Why Softr

Why Softr vs other software

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.

UI screenshot of Softr drag-and-drop dashboard setup for building invoice generation tool

Easy, fast setup

Create your invoice generation tool in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add payment tracking, custom fields, or approval steps as your invoicing needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage invoices, client info, and financial reports—all in one place, without switching tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom invoice tool in minutes

Connect to your data in seconds

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.

Customize layout and logic

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.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is an invoice generation tool?
What are the benefits of building an invoice generation tool with Softr?
What types of features can I build into my invoice generation tool?
Do I need to know how to code to build an invoice generation tool in Softr?
Can I manage multiple clients or teams in the same invoice generation tool?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my invoice generation tool in Softr, including using my own branding?
Can I customize the design and layout of my invoice generation tool?
How secure is my data in Softr apps?
How much does it cost to build an invoice generation tool with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your invoice generation tool quickly

Easily set up your Billing/Invoicing system without coding
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