Invoices & Estimates
Create, edit, duplicate, convert between estimate and invoice, and send client-ready estimates and invoices by email, at the click of a button.
Core
Get paid faster, keep track easier
Run invoices, estimates, scheduling, client payments and more in one easy to use workspace.
InvoiceRunner helps shops and field teams create professional documents fast, track work and profitability, and keep operations organized from first estimate to final payment.
Invoice + estimate creation with live PDF styling
Automated reminders before due, on due, after due, and recurring overdue
Employee-ready workflows with role restrictions
Complete operations stack, not just invoicing.
Each core area is built to work together, so your team spends less time switching tools and more time finishing jobs.
Client Management
Store contact details, view document history, and manage client records from one place.
CoreScheduler
Plan appointments, support employee schedules, and keep a company-wide view of active work.
CoreBusiness Expenses
Track categorized costs, add split items, and reuse expense items directly in documents.
OperationsFinancial Summary
Monitor paid/unpaid totals, invoice performance, business expenses, and manual income (Other + Interest) in annual or filtered views.
ReportingBookkeeping
Generate downloadable Profit & Loss statements with business income, manual income lines, and categorized operating expenses.
ReportingContracts & E-Sign
Send contracts by email, capture client e-sign or decline in a secure portal, and track contract status per client.
CoreSupport & Contact
Built-in Contact Us form routes user feedback and questions directly to InvoiceRunner support.
OperationsClient Portal
Share secure links so clients can view invoices/estimates and pay invoices online.
ProStripe Connect Payments
Online payments made simple for the client. Payment to bank transfer made easy for the user.
ProEmployee Accounts
Create employee logins with role-based access so staff can handle day-to-day work while owner-only areas stay protected.
ProInvoice Builder Beta
Build custom PDF layouts with drag-and-drop controls and exact preview rendering.
Pro1. BuildCreate estimate or invoice with your preferred layout and defaults.
2. SendEmail documents and contracts with secure client links and clean presentation.
3. TrackMonitor reminders, paid status, summaries, expenses, manual income, and profitability.
4. ScaleAdd employees, scheduling visibility, and online invoice payment.
Simple plans that match your operations.
Start with essentials or run the full Pro workflow with team and client payment features.
Basic
$9.99 / month
- Invoices, estimates, and PDF downloads
- Client management and scheduler
- Business expenses + financial summaries
- Contract sending with client portal e-sign/decline workflow
- Email PDF delivery to clients (no client portal)
- 7-day Basic trial
Pro
$24.99 / month
- Everything in Basic
- Invoice online payments through Stripe Connect with easy payment setup
- Client portal links with secure online payment experience
- Automated payment reminders before due, due today, after due, and recurring overdue sends
- Employee invitations + role-based access
- Company + employee schedule visibility controls
- Email editor and custom invoice builder tools
- Pro payout preview tools and payment fee controls
- 7-day Pro trial
Professional tools, faster workflow, cleaner cash flow.
Log in to continue managing clients, documents, expenses, and scheduling in one system.