Invoicing

A ready-to-use foundation for small-business billing: manage clients, build invoices from a reusable catalog, record full or partial payments, track overdue balances, and print a branded PDF — all running fully in the browser.

App FoundationBusiness OperationsBilling & paymentsMulti-roleClient-side
Invoicing collections dashboard with KPIs and recent invoicesInvoicing on a phone showing the collections dashboard
Overview

The full billing flow, working end to end

Invoicing ships with a collections dashboard, a live invoice editor, a reusable catalog, full and partial payment recording, and branded PDF invoices. Two built-in roles — owner and staff — keep destructive and configuration actions separate by default, with permissions defined in a single source of truth.

See what you are owed, what is overdue, and what you collected this month at a glance.
Build invoices from a reusable catalog with per-line tax and a global discount.
Record full or partial payments — balance and status update automatically.
Print a branded, PDF-ready invoice with no external library.
Included

What this foundation includes

The full draft-to-paid flow ships working out of the box.

Collections dashboard: receivables, overdue, monthly income, open drafts

Debt aging breakdown (current / 1-30 / 31-60 / 60+ days)

Live invoice editor with catalog or free lines and per-line tax

Global discount with live subtotal, tax, and total recalculation

Reusable product and service catalog that feeds the editor

Full or partial payment recording with auto-updated balances

Automatic status: draft, sent, partial, paid, overdue

Branded, printable PDF invoices with no external library

Built-in structure

Roles, settings, and persistence ready to use

Defaults that hold up under real operations — and that Swapps adapts to your org.

Two roles ship by default: owner and staff, with role-based access control

Permission rules live in a single source of truth

Company profile, logo, currency, default tax, and invoice numbering

Client-side persistence with localStorage and seeded demo data

Customization

What Swapps customizes

This is a starting point, not a rigid off-the-shelf SaaS app.

Swap localStorage for a real API through the Repository port

Currency, default tax, and invoice numbering

Catalog and item model

Roles and permission rules

Branding on the printable invoice

Accounting, payment, and notification integrations

Next step

Want to adapt this foundation to your business?

Connect with a Swapps expert to review your billing workflow and identify the best starting point.

Connect with an Expert