Invoice Crowd

For an agency preparing a detailed scope, start in Proposals > New Proposal and choose a template or a blank document. A proposal can include content sections and signatures, while an estimate suits a simpler list of work and prices. Where several people must sign, approval waits for all required signatures. An approved proposal is final, so duplicate it to create a revised version.

Estimate conversion preserves the agreed lines, including quantities changed or optional items removed by the customer. The resulting invoice can have its own date, purchase order reference and deposit or balance arrangement. Editing that invoice leaves the approved estimate intact. If you enable automatic conversion, acceptance creates and emails the invoice immediately; use manual conversion when someone must review the bill first.

Choose by customer count and workload

The displayed monthly plans are:

Free includes unlimited invoices and estimates, three proposals and PayPal. Paid plans share the main features, but proposal allowances and team capacity vary. Annual billing is discounted, and every paid plan has a 30-day trial without a card. Recurring billing, accounting and the customer portal require a paid plan.

For a custom connection, the programming interface (API) can read records and create selected drafts. In Integrations, the owner creates a key for one business and chooses its permissions. Sending invoices and taking payments remain separate actions, so creating a draft from another system does not automatically bill the customer.