Product Roadmap
Discover what features we are currently developing, active updates under testing, and what exciting Pro features are coming next to NeatInvoice.
Estimates & Quotes
Approved estimates convert to invoices with one click, eliminating double data entry.
Send beautiful proposals and estimates using the same intuitive editor. Clients get an interactive web link to 'Approve' or 'Decline'. Convert approved estimates into ready-to-bill invoices instantly — saving 15-20 minutes per converted estimate.
Automatic Payment Reminders
Automated reminders sent automatically before and after due dates to reduce late payments.
Never chase late payments manually again. Configure a gentle automated email escalation sequence (e.g., Day 3, Day 7, Day 14) for unpaid invoices directly through NeatInvoice. One of the biggest pain points for freelancers.
Recurring Invoices
Recurring invoices support subscription models and repeat clients efficiently.
Set it and forget it. The system will automatically generate a new invoice and email it to your client on your specified schedule (e.g., the 1st of every month). Perfect for retainer-based and subscription services. A must-have for repeat clients.
Item-Level Tax & Discount
Compliance requirement for many countries including Indonesia (PPN).
Currently, tax and discounts are applied globally to the entire invoice. This feature will allow you to apply specific tax rates and discounts to individual line items, meeting international VAT/PPN regulations where different commodities have different tax rules. This is a regulation requirement, not a nice-to-have.
Basic Expense Tracking
Real-time expense tracking to upgrade analytics from revenue to net profit.
Log operational expenses like software subscriptions or server costs directly in your dashboard. Upgrade your analytics from simply tracking Revenue to understanding your actual Net Profit. Valuable but scope is large — tackle after email dispatch and reminders.
Designer Layouts & Custom Colors
Templates that align with your branding set the tone that you are serious about business.
Unlock beautiful designer layouts like Classic Serif, Modern Bold, or Compact Minimalist specifically engineered to capture attention and represent your brand. Valuable for Pro plan upsell but not an urgent need.
Dedicated Client Portal
Client portal for payments and viewing invoices. Live Invoice Link already partially solves this.
Provide a professional, branded self-service portal for your clients. They can log in to view all past invoices, download old reports, and monitor their outstanding balances independently. A large feature better suited for enterprise use cases.
Integrations & Webhooks
Power user feature. Valuable only after the user base is large enough to justify the complexity.
Build a true Billing OS. Use Webhooks to trigger events when an invoice is paid or viewed, seamlessly connecting your billing workflow to external CRMs, accounting software (Xero/QuickBooks), or team communication tools. Only valuable once there is real demand.
Zero-Config Email Dispatch
Send invoices directly to your client's inbox from NeatInvoice using our optimized mail relay server.
Send invoices with a single click. We manage email server deliverability (via Resend/Postmark APIs) to keep emails out of spam. Clients reply directly to your personal email inbox (Reply-To support).
Multi-Profile Business Billing
Manage multiple business names, separate bank accounts, and distinct logos from a single account.
The ultimate solution for freelancers and micro-agencies managing multiple brands or side gigs. Switch sender profiles instantly from a simple dropdown in the editor without logging out.
Live Web-Hosted Invoices
Share a secure web link (e.g., neatinvoice.app/inv/uuid) for clients to view and track invoice status in real time.
Clients view your interactive invoice directly in their web browser. This page updates in real-time from Draft, Sent, to Paid. PDF download is available directly on page.
Online Payment Links
Attach Stripe payment links, PayPal checkout URLs, or custom payment links directly inside your digital PDF and web invoices.
Make it easy for clients to pay instantly. Paste payment links into the invoice editor to generate secure, clickable payment buttons on both PDF downloads and web-hosted invoices.
Slide-Transition Finance Overview
A wide finance overview that reveals itself through smooth spatial slide animations.
Instead of slow page refreshes, the finance overview opens by sliding your active invoice canvas to the left with a premium parallax transition. Displays paid revenue, outstanding balances, and overdue invoices.
Instant Client Library
Save clients and autofill their details instantly when creating your next invoice.
Save clients from the sidebar library with a single click. On your next invoice, pick from your saved clients — name, email, address, and website all fill in instantly. Works offline with local storage and syncs to the cloud when signed in.
Reusable Service & Item Library
Save frequently used services, rates, and descriptions to autofill line items in one click.
Build a personal library of reusable line items — services, products, or hourly rates — and insert them into any invoice instantly. Saves locally and syncs across devices when signed in.
Pixel-Perfect PDF Generator
Generate and download print-ready PDF invoices in milliseconds, entirely in your browser.
Powered by a high-fidelity client-side rendering engine with embedded IBM Plex fonts, and native support for CJK scripts (Japanese, Korean, Chinese) and Hindi (Devanagari). Fully modular PDF layout with zero backend delays and zero watermarks.
No Sign-Up Required (Guest Mode)
Create and download invoices instantly as a guest without creating an account.
We respect your time. You can use NeatInvoice immediately to bill your clients. Sign-up is completely optional and only needed if you want secure cloud backups and client/item libraries.
Local-First Auto-Save Backup
Never lose your work. Drafts are automatically backed up in your browser's secure local storage.
Even when using NeatInvoice as a guest, your active invoice templates and drafts are automatically persisted locally. You can close the tab or refresh the page without losing a single line of work.
Secure Supabase Cloud Sync
Instant automatic database synchronization for signed-in users, with local-first backup.
Secure your invoicing history in your personal PostgreSQL cloud database. Every transaction syncs automatically, safely, and can be accessed from any device at any time.
Multilingual & Multicurrency Support
Support for 12 languages and over 40 global currencies with localized decimal and symbol notation.
Bill global clients seamlessly with zero geographical borders. NeatInvoice supports 12 languages including Japanese, Korean, Chinese, and Hindi with native script rendering in PDF output, plus precise currency formatting from Rupiah to USD and Euro.
Refined Light & Dark Mode UI
Seamlessly transition between eye-friendly dark mode and crisp print-ready light theme.
A premium interface with high contrast that adapts to your OS system settings, protecting your eyes during late-night work sessions.
Have a feature request?
We shape the roadmap of NeatInvoice around the direct feedback of freelancers and our indie creator community. Send us your ideas.
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