Features
Everything you need to invoice, get paid, manage clients, and run your billing workflow — from a simple Easy Mode to a full multi-user workspace.
Easy Mode
- Changes the interface to minimalist invoicing and quote tasks only — ideal for less experienced users
- Easily switch between Easy and Complete interface
Core Invoicing
- Create, edit, copy, and discard invoices with line items
- PDF generation for invoices
- Invoice status tracking, overdue detection, and automated overdue reminder emails
- Recurring invoices with scheduling
- Record payments against invoices, and request payment via email link
- Send invoices by email directly from the app
Sales Quotes
- Create, edit, copy, and discard quotes with the same line-item entry as invoices
- Professional quote PDFs and email delivery to clients
- Quote status tracking (draft, sent, accepted, converted, and more)
- Convert a quote to an invoice in one step, with confirmation if the quote changed after it was sent
- Create quotes from the dashboard in Easy Mode or the full Complete workspace
Payments
- PayPal integration — configure your PayPal account to receive funds directly
- Manual payment recording
Client Management
- Create, edit, update, and delete clients, plus CSV template-based import/export
- Dedicated client portal with separate login, invoice viewing/payment, and self-service password reset
- Client “preferred” flag to keep frequent clients easy to find
Products & Pricing
- Product catalog with categories, SKU lookup, and CSV template-based import/export
- Tiered pricing — for example wholesale/retail pricing per client tier
- Tax rates defined by you
Expenses
- Expense tracking with categories
- Receipt uploads to a secure cloud, with a storage quota/meter per subscription
Multi-User
- Company-based permissions from a single Users menu for administrators
- Branches and departments per company
- Role and user levels defined by the administrator
- Company profile and branding
Support
- Built-in support ticket system
- Video tutorials describing how to use the program
Reporting
- Multiple report types: by client, and by product/quantity
Platform
- Multi-language interface (English, Spanish)
- Setup wizard for new subscription administrators onboarding
- Cookie-based language preference, light/dark mode toggle, and more
Ready to try KwikInvoices?
Start a free 30-day trial, or get the Combo bundle with hardware and a full year of access.