Product overview
The operation around every invoice.
Connect billable inputs, rules, decisions, receivables work and payment matching without moving the ledger.
14-day free trial, no card needed.- 01CreateSource + rule
- 02ApproveOwner + decision
- 03CollectState + next action
- 04MatchPayment + open item
Invoicera connects the work from authorised billing input to approved invoice, customer follow-up and matched payment. Finance can run recurring, contract, project, time, milestone and usage-based billing while retaining the rule, owner, exception and next action around each invoice.
Create → Approve → Collect → Match
Four stages. One record finance can explain.
Each stage answers a different question. Together they show what produced the invoice, who released it, what remains open and whether the payment closed the balance.
- 01
Create
Turn schedules, contracts, approved project work, time, milestones and entered quantities into invoice lines.
Explore create - 02
Approve
Route outgoing invoices by role or value threshold before the customer sees them.
Explore approve - 03
Collect
Keep reminders, collection stages, disputes and the next action visible against the invoice.
Explore collect - 04
Match
Match payments to invoice records and surface open items that still need finance attention.
Explore match
AI-assisted workflows
Assistance stays inside the billing control.
Use focused assistance to prepare, inspect and find billing work without turning judgment over to an autonomous system.
Explore the complete workflow library- 01Available workflow
Draft invoice descriptions
Suggest line-item wording for review before it becomes part of the outgoing invoice.
- 02Available workflow
Categorise incoming activity
Sort incoming billing activity before preparation while its source remains available for review.
- 03Available workflow
Prepare reminder language
Generate reminder copy with tone control; the operator controls the final message and send action.
Human decision retained. Every suggestion remains reviewable. People retain approval, allocation, exception ownership and the final action against the invoice.
Start from the billing source
Different inputs. The same control questions.
A schedule, approved milestone and entered quantity create different invoice lines. Finance still needs to see the source, applicable rule, reviewer and current state.
Use recurring billing for retainers and contracts, project billing for approved work and milestones, or the usage-based billing path for quantities entered or imported as line items.
The system boundary
Billing stays here. The books stay put.
Invoicera is the system of record for billing. QuickBooks or Xero remains the system of record for the ledger, with supported billing outputs sent outbound from Invoicera.
The QuickBooks companion page explains that handoff. For several legal entities, review entity-specific billing control before choosing the operating model.
A practical fit test
Use the hardest invoice as the test case.
A polished demo is less useful than one invoice with its real source, exceptions and people.
- 01
Name the source
Contract, schedule, milestone, approved time or entered quantity.
- 02
Name the decision
Reviewer, threshold, exception owner and release condition.
- 03
Name the open state
Sent, disputed, overdue, paid or waiting to be matched.
Product questions
Know what Invoicera owns.
Evaluate the billing operation and its boundary, not a feature list without context.
What is Invoicera?
Invoicera is a billing operations platform for businesses whose invoicing now involves schedules, rules, several people, exceptions or multiple entities. It connects the work that creates an outgoing invoice with approval, customer follow-up and payment matching. The accounting platform can remain responsible for the ledger while Invoicera remains responsible for the billing record.
Which billing models can Invoicera run?
Invoicera supports one-off invoicing, weekly, monthly and annual recurring schedules, contract-linked billing, project, time and milestone billing, and usage-based charges from quantities entered or imported as line items. Fixed and usage-based components can appear in one billing run, with the originating rule kept visible for finance review and later exception handling.
Can invoices be approved before they are sent?
Yes. Invoicera supports single-step and multi-step approval chains, role-based routing and value thresholds for outgoing invoices. The required reviewer can inspect the billing record before the customer receives it, while the decision, owner and timestamp remain connected to that invoice instead of being left in a separate email thread or chat message.
What can customers do in the client portal?
Customers can use a branded portal to view, download and pay invoices, review statement history and raise a dispute against an invoice. They do not need an Invoicera licence to use it. The portal keeps customer-facing billing actions connected to the underlying invoice while finance retains the internal billing and follow-up record.
Does Invoicera replace QuickBooks or Xero?
No. Invoicera works alongside QuickBooks or Xero. It is the system of record for billing, including schedules, invoice review and receivables work. Supported billing outputs move outbound to the accounting platform, which remains the system of record for the ledger. The companion model adds billing depth without asking finance to move the books.
Bring one difficult invoice
Trace it from source to matched payment.
See where its rules, reviewers, exceptions and accounting handoff would live.
Book a Demo