Invoicing software built for small businesses and freelancers
Send itemized invoices with tax and discounts, convert an accepted quote in one click, and always know what's actually been paid. Bill in USD, GBP or EUR — the same PDF renderer behind the public free invoice generator, connected to the same contacts your CRM already has.
The problem
Invoicing shouldn't mean tracking payments by memory
The usual friction points once invoicing outgrows a generic document template.
You’re tracking who’s paid in your head
Without a status that updates itself, "did they pay yet?" means checking a bank statement against a list of invoices you sent by memory.
A quote becomes a whole new invoice
The client already agreed to the quote — retyping the same line items into a fresh invoice is wasted time and a chance to get a number wrong.
One currency doesn’t cover clients on both sides of the Atlantic
A tool built only for USD makes billing a UK client feel like a workaround instead of a normal invoice.
How it works
From quote to paid, on one record
A quote and its eventual invoice are connected, not two separate documents you keep in sync by hand.
Once a client accepts a quote, converting it to an invoice is one click — the line items carry over rather than being retyped. From there, the status updates automatically as payments are recorded, so "Paid," "Part paid" and "Overdue" always reflect the real balance.
What's included
Everything invoicing actually does
No add-on modules to unlock — this is what's in the product today.
Itemized invoices with tax and discounts
Add line items with their own tax rate, and apply a discount that’s automatically capped so it can never exceed the invoice total.
The math is checked for you — no invoice goes out discounted into negative territory by mistake.
Multi-currency billing
Invoice in USD, GBP or EUR with the right currency symbol, or use any other currency code for the rest of the world.
Bill a client in London the same way you bill one in New York — no separate tool for either.
Real PDF, one click
Every invoice downloads as a genuine PDF — the exact same renderer behind the public free invoice generator, not a second version that could drift out of sync.
What you preview is what your client receives.
Quote-to-invoice conversion
Send a quote, and once it’s accepted, convert it into an invoice in one click — the line items carry over instead of being retyped.
No duplicate data entry between agreeing a price and billing for it.
Automatic status and part-payment tracking
Status — Draft, Sent, Part paid, Overdue, Paid — is calculated from what’s actually been paid, and a partial payment shows exactly what’s still owed. Record a payment as bank transfer, cash, check, credit card or Stripe balance.
You always know the true balance, not just whatever status was set when the invoice was created.
The outcome
What changes once invoicing tracks itself
Less chasing, more knowing
A stale spreadsheet becomes a status that updates the moment a payment is recorded.
No re-typing a quote
An accepted quote becomes a billable invoice in one click, not a rebuild from scratch.
Bill clients in their own currency
GBP for a UK client, USD for a US client, correctly symbol-formatted either way.
One customer record, not two
The client you invoice is the same contact your CRM and appointment booking already use.
Who it's for
Built for real invoicing, not a document template
Small businesses
Send invoices, track who’s paid, and see the real balance owed across every client.
Freelancers
The Free plan includes 1 invoice or quote a month at no cost — or try the tool with no account at all first.
Try the free invoice generator →Agencies and consultants
Turn an accepted quote into an invoice in one click, itemized and taxed the way the client agreed to.
Businesses billing UK and US clients
GBP and USD are both properly symbol-formatted, so neither client gets an invoice that looks like an afterthought.
Use cases
Where this fits into a real workday
Invoice management
Problem
Invoices sent by email or a generic template are easy to lose track of once there are more than a few.
WorkBar Flow
Every invoice lives in one list with a status that updates automatically as payments come in.
Result
One place to check "what’s outstanding right now," instead of reconstructing it from an inbox.
Quote to invoice
Problem
A client accepts a quote, and now the same numbers need to become a real, payable invoice.
WorkBar Flow
Convert the quote in one click — the line items, quantities and pricing carry straight over.
Result
The invoice matches the quote exactly, because it IS the quote, converted.
Multi-currency billing
Problem
A business with clients in both the US and UK needs invoices that look native in each currency, not one currency stretched to fit both.
WorkBar Flow
Set the currency per invoice — GBP, USD, EUR or another ISO code — and the PDF formats it correctly.
Result
Every client gets an invoice that reads like it was made for them.
Why WorkBar Flow
Invoicing that isn't a separate subscription
Instead of a standalone invoicing tool that has never heard of your CRM, the client on this invoice is the same contact your CRM and appointment booking already know. Update it once, and it's right everywhere.
One workspace instead of multiple tools
Invoicing, connected — not standalone
See how the CRM connects to the same contacts, try the free invoice generator with no account, or explore the full plans and pricing.
FAQ
Common questions about invoicing
It replaces a generic document template with line items, tax, discounts and a status that tracks whether — and how much — a client has actually paid, instead of you tracking that separately.
Small businesses, freelancers, agencies and consultants who want invoices connected to the same customer records as their CRM and bookings, rather than a standalone invoicing app.
Yes — one click converts an accepted quote into an invoice, carrying the line items over rather than requiring you to re-enter them.
Yes. GBP and USD are both properly symbol-formatted, along with EUR and other currency codes.
Yes. Recording a payment updates the balance automatically, and the invoice status reflects "Part paid" until the full amount is settled.
Yes — the free invoice generator lets you create and download a real PDF invoice with no account. The Free plan itself also includes 1 invoice or quote a month.
Yes — the contact you invoice is the same customer record your CRM and appointment booking use, not a separate client list.
Ready when you are