Invoicing, payments and business admin


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Invoisar dashboard preview

Active clients5with revenue or an open balance
Revenue per client£932.76average across active clients
Repeat client rate60%Strong retention billed more than once
Top 5 revenue share100%Concentrated heavy dependency on a few clients

Top clients by revenue

Collected revenue from your highest-value customers.

£2,657.80
£1,886.00
£1,120.00
£760.00
£0 £1.0k£2.0k£3.0k

Client concentration

How dependent revenue is on your largest accounts.

100%top 5 share
Largest client £2,657.80
Top 5 combined £6,943.80
Other clients £0.00

Payment behaviour

Average days to pay for your most active clients.

0 days
1 day
2 days

Revenue trend by client

Contribution of your three largest clients over time.

Northstar Apex Brightline
Jan AprAugDec
INV-0071Paid · £750.00
Create professionallyQuotes, invoices and five document types
Get paid clearlyPayment links, partial payments and receipts
Know what happenedSent, viewed, signed, overdue and paid
One connected workflow

Everything between the quote
and the payment.

Move the same customer job forward without copying details between disconnected tools.

01

Create the quote

Use saved customers, items, prices, tax and business details.

02

Get the decision

Track delivery, customer activity and acceptance.

03

Convert and send

Turn accepted work into an invoice without rebuilding it.

04

Collect payment

Share a payment link and keep every transaction attached.

Documents that stay useful

Create, send and know what happens next.

Build professional documents from saved business data, then follow the full activity without hunting through email.

  • Invoices, quotes, estimates, credit notes, delivery notes and purchase orders
  • Custom branding, layouts, numbering, taxes and field labels
  • PDF sharing, e-signatures, payment links and attachments
Marrow & Pine StudioDesign and digital services
INVOICEINV-1048Issued 18 Sep 2026 · Due 2 Oct 2026
FromMarrow & Pine Studio18 Rowan Lane
Bristol, BS1 4QJ
hello@marrowpine.test
Bill toNorthline Workshop42 Harbour Street
Brighton, BN1 1AB
accounts@northline.test
ServiceQtyAmount
Website design sprint1£1,240.00
Brand guidelines1£480.00
Payment detailsBank transferBank: North River Bank
Sort code: 20-46-18 · Account: 37491652
Reference: INV-1048
Summary
Subtotal£1,720.00
VAT (20%)£344.00
Total£2,064.00
Business signatureMarrow & Pine StudioR. DaleSigned 18 Sep 2026
Customer signatureNorthline WorkshopA. MorganSigned 19 Sep 2026
A clear next action

See what needs attention without searching.

Every document carries a clear status and timeline. Overdue balances, accepted quotes and new payments surface when action is needed.

Explore document tracking
INV-0072Northline Studio · Due today£2,700.00Due
QTE-0041Harbour & Co · Viewed 12 min ago£1,240.00Viewed
INV-0071Fairway Design · Paid today£750.00Paid
More than invoicing

The rest of the business
stays connected.

Customers, expenses, catalogue items and reports use the same workspace, so your records stay consistent.

Expenses

Review receipts captured from Gmail.

Check the source and attachments, then approve or reject each expense draft.

AdobeCreative Cloud · Gmail£56.98Pending
NotionWorkspace plan · Gmail£18.00Approved
FigmaProfessional plan · Gmail£15.00Approved
Reports
Collected this period£4,663.80+18.4%
Items & services

Create documents faster from a catalogue that already knows your prices, units and tax.

Website designService£1,720
Monthly supportMonth£240
Built for one person or a team

Keep the conversation beside the work.

Give owners, admins and members the right access. Discuss the customer job in Work Chat, share documents into a channel and keep workspace activity clear.

  • Owner, admin and member roles
  • Shared business workspaces
  • Channels, threads, files and document sharing
# client-work4 members · 2 online
Today
Message #client-work
Set it up once

Let the routine admin
take care of itself.

Recurring invoices

Generate repeat invoices on the schedule that fits the work.

Payment reminders

Follow up on overdue balances without rebuilding the message.

Business defaults

Reuse your branding, taxes, notes, terms and email templates.

Simple pricing

Start free. Upgrade when
your workflow needs more.

Use the core tools for free, add automation with Pro, or bring the team into a shared workspace.

Free
£0forever

For occasional invoicing.

  • 3 invoices each month
  • All core document types
  • Customers and catalogue
  • PDF sharing and tracking
Choose Free
Teams
£59.99/ year

For businesses that need shared access.

  • Everything in Pro
  • Multiple workspace members
  • Owner, admin and member roles
  • Work Chat and activity
Choose Teams
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Spend less time on admin.
Keep the business moving.

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