Features
Everything you need to bill, track and get paid.
Designed around how small businesses actually work — not around how software vendors like to slice up features.
Workflows
See it the way you actually use it.
Three workflows that cover most of what small businesses do every week.
Quote → Invoice → Paid
Send a branded quote, convert it to an invoice in one click, and record the payment when it lands.
- Build a quote from your product/service library
- Download as a branded PDF
- Convert accepted quotes to invoices instantly
- Record the payment and reconcile
InvozaPay
Portal
Signed in as user@company.co.za
Invoices
Track invoice status, enforce prerequisites, and complete invoice actions from one dashboard.
| Invoice | Client | Status | Total | Actions |
|---|---|---|---|---|
| INV001 | LFT Consulting | Partially Paid | R 15,800.00 | |
| INV002 | Mahlangu & Assoc. | Issued | R 4,250.00 | |
| INV003 | Botha Enterprises | Draft | R 8,600.00 | |
| INV004 | Nkosi Logistics | Paid | R 2,950.00 |
Current page: 1 · Page size: 10 invoices
Chase what’s owed — calmly
Generate clean statements of account so clients see exactly what's outstanding.
- Filter invoices by client, status and date
- Generate a professional statement PDF
- Download the statement as a branded PDF
- Allocate incoming payments across invoices
InvozaPay
Portal
Signed in as user@company.co.za
Payments
Track recorded payments, review allocation balances, and capture new client payments from one page.
| Payment | Client | Amount | Unallocated | Actions |
|---|---|---|---|---|
PAY001 Recorded 15 Apr 2026 | LFT Consulting | R 5,000.00 | R 0.00 | |
PAY002 Recorded 12 Apr 2026 | Mahlangu & Assoc. | R 3,500.00 | R 1,400.00 | |
PAY003 Recorded 09 Apr 2026 | Botha Enterprises | R 8,200.00 | R 8,200.00 |
Current page: 1 · Page size: 10 payments
Adjust without the headache
When something needs a refund or correction, issue a credit note tied directly to the original invoice.
- Open the invoice that needs adjusting
- Issue a credit note against it
- Keep the audit trail intact
- See the updated balance reflected on statements
InvozaPay
Portal
Signed in as user@company.co.za
Credit Notes
Track credit note balances, review allocations, and capture new credit adjustments for clients.
| Credit note | Client | Amount | Unallocated | Actions |
|---|---|---|---|---|
CN001 Issued 18 Apr 2026 | LFT Consulting | R 1,200.00 | R 0.00 | |
CN002 Issued 14 Apr 2026 | Nkosi Logistics | R 450.00 | R 450.00 | |
CN003 Issued 10 Apr 2026 | Mahlangu & Assoc. | R 800.00 | R 0.00 |
Current page: 1 · Page size: 10 credit notes
Built in
Your whole business, end to end.
From a live overview of every invoice and payment, to a deep-dive on any single client.
Dashboard
Cashflow trend, overdue invoice ageing, status mix and top clients — all live, all in one view.
InvozaPay
Portal
Signed in as user@company.co.za
Dashboard
Analytics dashboard for invoice health, cashflow, and activity.
Payments this month
R 12,500.00
Outstanding invoices
R 6,250.00
Unallocated payments
R 1,400.00
Unallocated credit notes
R 450.00
Cashflow Trend
Invoice Status Mix
Client Command Centre
Open any client and see their lifetime value, overdue pressure, and unallocated cash — with one-click shortcuts to act.
InvozaPay
Portal
Signed in as user@company.co.za
Client Command Centre
A focused view of revenue, invoice pressure, and cash collection for a single client account.
Clients/LFT Consulting
Client overview
LFT Consulting
Lifetime billed
R 45,250
Cash collected
R 39,000
Open invoice value
R 6,250
Overdue invoices
2 invoices overdue
Unallocated cash
R 0.00
Collection momentum
86% of billed value collected
Everything included
One plan, every feature.
No paywalled core features. No nickel-and-diming.
Quotations
Branded quotes with line items, tax and discounts. Convert to an invoice in a click.
Invoices
Statuses you can act on: Draft, Issued, Partially Paid, Paid. Linked to clients and products.
Statements
Clean account statements showing outstanding balances and history per client.
Payments & allocations
Record payments and split them across one or many invoices.
Client library
Store contacts, primary contact details and history per client.
Products & services
Reusable items with unit prices, tax setup and archive support.
Credit notes
Issue refunds and adjustments tracked alongside the original invoice.
Branded PDFs
Your logo, address and tax details — applied consistently to every document.
Cancel anytime · No contracts