Invoicing software for small business

When you run a small business, invoicing is the part nobody warns you about. You finish the real work, then sit down at night to build an invoice in a spreadsheet, double-check the numbers, attach a PDF, write the email, and remember to follow up two weeks later when the money hasn't arrived.

Do that across a dozen clients and it adds up fast. A missed reminder is a late payment. A typo in the totals is an awkward correction. A duplicated invoice number is a question from your accountant. The admin is small each time, but it never stops.

Platybooks is built to take that load off you. It turns invoicing, payments, and follow-ups into a few clicks, and then keeps running in the background — so getting paid stops depending on you remembering to chase it.

It's Tuesday and you've got six invoices to get out. Because every client is already saved, each one is just a name and a couple of line items — the totals and tax fill themselves in. Your part-time bookkeeper signs in as a member and clears the rest while you stay out of the books entirely; roles keep payments and settings locked to you.

By lunch all six are sent, each with a payment link. Two clients pay that afternoon, flip themselves to paid, and trigger their own receipts — no thank-you emails to write. The three from last month that are drifting overdue? Platybooks is already nudging them at +3, +7, and +14 days, in your name.

At the end of the week you open the dashboard once: outstanding, overdue, paid this month, and a six-month trend. That thirty-second glance is the only bookkeeping you do.

The fastest way to get paid is to make paying easy. Every Platybooks invoice can carry a hosted payment link, so your client pays online in a couple of clicks instead of digging out bank details or mailing a check. The moment they pay, the invoice marks itself paid and a receipt goes out automatically.

For the bills that slip, automated dunning does the uncomfortable part for you. Reminders go out on a steady schedule at three, seven, and fourteen days overdue, in a tone you'd be happy to send yourself. No sticky notes, no "just following up" emails you dread writing — the system keeps a friendly, consistent rhythm so late invoices don't quietly become bad debt.

First impressions matter when you're small. Put your logo on every invoice and quote, send a clean PDF, and use clear quote-to-invoice workflows so prospects see an organized business — not a patched-together spreadsheet. You can send a quote, have the client accept it online, and convert it to an invoice in one step, or let it convert automatically on acceptance.

As you grow, the tools grow with you. Add teammates with owner, admin, or member roles so the right people can send invoices and the right people can record payments — without handing everyone the keys. Schedule sends for the perfect time, set automatic receipts, and let quote follow-ups keep deals from going cold.

Everything stays organized in one place, and your clients, documents, and payment history are isolated to your business — never mixed with anyone else's.

Small businesses live and die by cash flow, so Platybooks puts it front and center. The dashboard shows what's outstanding, what's overdue, and how much you've collected this month, plus a six-month trend and your quote conversion rate — the numbers that tell you whether this month is on track.

No exporting, no pivot tables. Open the app and you can see where the money is, what's late, and what's coming in. It's the financial picture most small-business owners only get from their accountant once a quarter, available to you any day of the week.

Start on the Free plan and stay there as long as it fits — it's free forever, with no credit card required. Free covers one user, a few clients, and up to five documents a month, with PDF invoices and manual payments, so you can run real billing before you spend a cent.

When you're ready for more, Starter at $12 a month unlocks unlimited clients and documents, online payment links, custom branding, and email sending. Pro at $29 a month adds the automation most growing businesses want — overdue reminders, scheduled sends, and auto-convert. Business at $79 a month opens it up to unlimited users and emails with priority support. You can move up a plan the moment you outgrow the one you're on.