For your business · INVOXA
Several clients and contributors need shared standards. Keep scope, contacts and invoice status understandable so that an assignment does not need explaining again at every handover.
Free: 5 invoices or quotes · PDF & printing included
Your next assignment
Clearly described. Carefully prepared.
Separate strategy, design, implementation and extra work into items your client recognises. A quote should reflect the agreed scope and prepare the later billing. Discuss changes early so that the client’s invoice review does not stall on unexpected line items.
Shared customer management supports reuse of contacts and billing information. Team access requires appropriate plan and role permissions. Give each person the access needed for their work and define who is responsible for preparing, reviewing and sending documents.
This page covers an agency’s commercial workflow. Project boards, calendars and other planning areas have separate availability rules and are not automatically included here. You can organise quotes and invoices consistently while your team plans production in other tools.
Your workflow
Record contacts, scope and prices in the quote.
Define billing responsibilities and access permissions.
Review delivered services and prepare an understandable invoice.
In practice
One person prepares the quote, another coordinates delivery and the office prepares the invoice. Use the same customer details and a clear scope description. Before sending, the responsible person reviews additional work and recipient details. Team permissions limit access to the relevant areas.
Illustrative example · no customer dataFAQ
Clear answers before you begin.
Team management depends on the plan. Assigned roles and permissions also determine which areas a team member can use.
No. Planning tools have separate industry release rules. The billing workflow described here does not depend on a generally available project board.
Record changes to the agreed scope and describe extra services separately. Compare the final invoice with the confirmed agreement.
No. INVOXA runs in a browser. You need an account and an internet connection for the regular workflow.
The current pricing comparison shows document allowances and included features. Customer management, expenses, team access and additional exports have their own permissions; free registration does not automatically unlock everything.
Content reviewed on 9 September 2026. Check feature availability and current plan terms before use.
YOUR NEXT STEP
Create your account, review the appropriate features and start with your first documents.
A limited plan · No credit card for Free