Use cases

Built around the real ways people invoice.

These use cases show where the free tool is enough, where Pro adds value, and which document styles or recurring options fit each situation.

Freelancers

For one-off project invoices, deposits, retainers and repeat client work.

  • Use Quote before work starts
  • Use Invoice after delivery
  • Save clients in Pro
  • Duplicate repeat project invoices

Consultants and advisors

For structured professional service billing where presentation and recurring retainers matter.

  • Consultant Pro template
  • Executive Ledger template
  • Recurring monthly retainers
  • CSV export for records

Creative agencies

For branded project work, campaign billing, design retainers and multi-line service breakdowns.

  • Agency Statement template
  • Project/reference fields
  • Payment link or instructions
  • Cleaner branded exports in Pro

Trades and practical services

For labour, materials, call-outs and compact line-item breakdowns.

  • Contractor / Trades template
  • Labour + materials layout
  • Receipt document type
  • Paid/unpaid status tracking

EU VAT and tax-aware invoices

For users who need clearer VAT/tax presentation without turning the product into tax software.

  • Clean VAT free template
  • EU VAT Professional Pro template
  • VAT number fields
  • Tax rate and subtotal display

International clients

For cross-border client billing where address, payment and reference clarity matter.

  • International Client template
  • Multiple currencies
  • Custom currency symbol
  • Payment URL/instructions field

Quotes, proformas and receipts

For documents before and after payment. Quote is available in free mode; proforma, receipt and credit note are Pro document types.

  • Quote
  • Proforma Invoice (Pro)
  • Receipt (Pro)
  • Credit Note (Pro)

Recurring client work

For repeat billing with safeguards: source invoice, schedule, delivery mode, email preview and optional automation.

  • Manual workflows
  • Reminder workflows
  • Auto-generate draft option
  • Reviewed auto-send wording
  • Pause/resume and run history

Mobile and installed app workflow

For users who want quick access from phone, tablet or installed PWA without caching private account data insecurely.

  • Responsive mobile layout
  • PWA install support
  • Free tool access
  • Pro workspace after login
FAQ

Questions before you start

Which use case should I start with?

If you are unsure, start with the free invoice generator and Classic or Minimal. If you repeat work for clients, Pro becomes useful because saved clients, duplication, recurring workflows and CSV export save time.

Can I use the same tool for quotes and receipts?

Yes. The selector supports invoices and quotes in free mode. Pro adds proforma invoices, receipts, credit notes, estimates, deposit invoices, final invoices and statements.

Are these legal/tax templates?

No. The templates structure the document, but users remain responsible for invoice accuracy, tax treatment, mandatory local fields and professional advice where needed.

Ready to create an invoice?

Use the free tool now, then upgrade later if you need Business Profiles, saved clients, reusable templates, recurring workflows, Pro styles and branding removal.