Invoice Editor
Create professional invoices in minutes, not hours.
The Invoify invoice editor is a complete invoicing workstation. Build documents from scratch or from saved templates with a split-pane interface: your form on the left, a pixel-perfect live preview on the right. Every field auto-saves, every calculation updates in real-time, and every document is HMRC-compliant from the first keystroke.
Why your business needs this
Real-time preview
See exactly how your invoice will look as you type. The paginated WYSIWYG preview updates instantly — what you see is what your client receives.
Auto-calculations
Subtotals, taxes, discounts, and totals calculate automatically. Support for per-item tax rates, percentage or fixed discounts, and multi-line items.
Smart field management
Bill From details lock after first setup. Bill To auto-fills from your contact database. Line items pull from your product catalog with pre-configured prices and tax rates.
Cloud auto-save
Every change saves automatically to the cloud. Come back to any draft from any device — your work is never lost.
Step by step
Choose your document type
Select from Invoice, Credit Note, Debit Note, Proforma, or Receipt. Each type has the correct fields and numbering scheme pre-configured.
Fill in the details
Add your client from the contact book or type manually. Add line items from your product catalog or create new ones on the fly. Set dates, payment terms, and notes.
Customise the look
Open the customisation panel to choose a template, adjust colours and typography, and upload your logo. Your branding choices persist across all future invoices.
Issue, send, or download
When you are ready, issue the invoice to lock it, download a professional PDF, or send it directly by email — all from the same screen.
Everything included
5 document types
Invoice, Credit Note, Debit Note, Proforma, and Receipt — each with correct field configuration.
Paginated live preview
Multi-page WYSIWYG preview that mirrors the final PDF output exactly.
Contact auto-fill
Select a client and all their details populate automatically from your address book.
Product catalog integration
Add line items from saved products with pre-set prices, descriptions, and tax rates.
Per-item tax rates
Assign different VAT rates to different line items — essential for mixed-rate invoices.
Flexible discounts
Apply percentage or fixed-amount discounts at the invoice level.
Payment terms & notes
Add payment terms, bank details, and custom notes in collapsible sections.
Credit note referencing
Credit Notes automatically reference the source invoice for a complete audit trail.
80% faster invoice creation
Freelancers and small businesses report creating invoices in under 2 minutes with auto-fill, saved products, and template defaults — compared to 10+ minutes with spreadsheets or generic tools.
Configuration Tips
- 1Set up your billing information in Settings first — it becomes the default Bill From on every invoice.
- 2Create your most-used products in the Product Catalog so you can add them to invoices with one click.
- 3Choose a default template and colour scheme in Template Settings — all new invoices will use it automatically.
- 4Enable the VAT number field in your billing info to unlock full VAT invoice formatting.