From the first quote to the VAT return.
Invo handles the paperwork side of a job, in the order it happens. Below, one electrical job for Ndlovu Construction goes through all seven steps. Read it top to bottom or jump to the step you need.
The Free plan covers quotes, invoices and getting paid. No card needed.
Send a quote the client can accept from their phone.
Send it on WhatsApp or email, see when it’s opened, and turn it into an invoice in one click once the client accepts.
Quotes use the same line builder as invoices and go out on WhatsApp or email. You can see when the client has opened it, and once they accept, one click turns it into an invoice with every line and the VAT carried across.
- Expiry
- A quote stays open through its valid-until date, then expires by itself.
- Status
- Draft, sent, viewed, accepted, declined, expired or converted.
- Numbering
- QUO-2026-0001 and on, in sequence for each year.
Keep the job on track from deposit to sign-off.
Six stages from deposit to sign-off, with the site address, photos and notes in one place.
A project moves through the six stages a real job does. Invoice the deposit from the project, keep the site address, photos and notes in one place, and send the client a sign-off link when the work is finished.
- Stages
- Pending, deposit invoiced, deposit paid, in progress, awaiting sign-off, completed.
- Sign-off
- The client reviews the work, approves it and signs online.
- Team
- Assign a job to more than one person.
A tax invoice SARS will accept, without looking up the rules.
Invo adds “Tax invoice”, both VAT numbers, the next number in your sequence and 15% VAT on every line.
Invo prints “Tax invoice”, both VAT numbers and both addresses, gives the invoice the next number in your sequence and works out 15% VAT on each line. Your logo and banking details go on every one, and you get a PDF to send or print.
- Numbering
- INV-2026-0001 and on, per business, starting again each year.
- Credit notes
- Issue one against an invoice and the credit sits on the client’s account.
- Retainers
- Recurring invoices on a weekly, monthly, quarterly or yearly schedule (Business).
- Your look
- Choose your colour and which side the logo sits on (Solo). Modern and Compact layouts come with Business.
Clients pay by EFT or card, straight from the invoice link.
Clients get one page with your banking details, and can pay by card if you’ve connected your own gateway.
Your client opens a page with the invoice, your banking details and the reference to use. If you connect your own Paystack, PayFast, Peach, Yoco or Ozow account, they can pay by card too, and the invoice is marked paid when the payment comes through.
- Proof of payment
- Ask for it and the client uploads it onto the invoice, not into your chats.
- EFT
- When the money lands, mark the invoice paid in one click.
- Your money
- Card payments go to your own gateway account. Invo never holds them.
Late invoices rise to the top, with the reminder already written.
Overdue invoices rise to the top. Tap Remind and a polite message opens with the invoice link already in it.
Invo shows what's overdue and by how many days. Tap Remind and a polite message opens in WhatsApp or email with the invoice link in it. If you charge interest on late accounts, set a monthly rate and Invo adds the fee as its own line.
- Part payments
- Record what came in and the balance stays open.
- Overpaid
- Anything extra becomes credit on the client’s account.
Record what the job cost, and what you still owe suppliers.
Photograph receipts, log supplier bills once, and see what you still owe and when it’s due.
Photograph the receipt and pick a category. VAT you can claim back is marked for the VAT report. For suppliers who give you 30 days, log the bill once and Invo keeps track of the balance, the due date and each payment you make.
- Purchase orders
- Receive the stock and the expense is recorded for you.
- Aged payables
- What you owe suppliers, and how late it is.
Your VAT201 figures, ready when the period ends.
Output and input VAT for any period, with checks for missing VAT numbers before you file.
The VAT report adds up output VAT on what you invoiced and input VAT on what you spent, for any period. Before you file, it flags invoices missing a client VAT number or VAT that doesn't add up. After you file, lock the period and keep a copy of what you submitted.
- Your accountant
- Gets their own read-only login, at no charge.
- Basis
- Invoice basis by default, or payments basis if SARS has put you on it.
- Profit and loss
- With forecasts and period comparisons on Pro.
Also in Invo
The parts of running a business that aren't a step in a job. The plan shown is the first one that includes it.
- ClientsFree
- Every invoice, quote and payment for a client on one page, with what they owe.
- Recurring invoicesBusiness
- Retainers and monthly contracts billed on a schedule, numbered in your normal sequence.
- Document vaultSolo
- VAT201s, tax clearance, CIPC papers and contracts, with a warning before anything expires.
- InventoryBusiness
- Stock levels, purchase orders and what your stock is worth.
- TeamBusiness
- Up to five people on Business, unlimited with custom permissions on Pro.
- ImportSolo
- Bring clients and invoice history across from Sage, Xero or QuickBooks with a CSV.
- Several businessesPro
- Run up to four businesses under one subscription and switch between them.
- Your own lookSolo
- Your colour, layout and logo side on invoices, quotes and statements, on the pages your clients open, and in the emails Invo sends them. Pro also removes the Invo name.
Questions people ask
Is Invo SARS-compliant?
Yes. Every tax invoice includes the required fields: VAT number, sequential number, the words "tax invoice", VAT calculation at 15% and your business banking details.
Can I import from Sage, Xero or QuickBooks?
Yes. Upload a CSV export from Sage, Xero, or QuickBooks and Invo imports your invoice history, clients, suppliers and product catalogue automatically. Duplicates are skipped, so it's safe to re-import after edits.
How does WhatsApp sending work?
Invo opens WhatsApp with a pre-written invoice or quote message and link. You can edit the wording before you send. It uses your own WhatsApp, so there are no credits or API keys to set up.
What payment processors do you support?
Your banking details are on every invoice for direct EFT. You can also connect your own Paystack, PayFast, Peach, Yoco or Ozow account so clients can pay online by card straight from the invoice link. The money goes to your account; Invo never touches it.
Is my data safe?
Yes. Your data is encrypted at rest and in transit, stored on Supabase's EU infrastructure with Vercel edge delivery, and we run daily backups. POPIA-compliant.
Can I cancel any time?
Yes. There is no contract and no cancellation fee. You can export everything as CSV or PDF before you leave.
Does Invo support recurring invoices?
Yes. Set up a billing schedule: weekly, monthly, quarterly or annually. When a schedule is due, Invo reminds you and opens a pre-written message ready to send. Invoices are auto-numbered in your existing sequence.
What can I store in the Vault?
Any business document: SARS VAT201 submissions, CIPC registration, BEE certificates, liability insurance policies, NDAs and client contracts. Expiry tracking warns you before a cert lapses.
Can I record payments made by EFT?
Yes. Open the invoice, mark it as paid via EFT. The status updates immediately and the amount reflects in your paid totals and reports.
Try it on your next job.
Setup takes about five minutes. The Free plan has no card and no time limit, and new accounts get every feature for 14 days.