Everything your
billing workflow
needs.

Create documents, get paid, manage customers and products, track operations and understand performance from one clear business workspace.

Download Involora Explore all features
4
document types
12
business reports
3
interface languages
Business overviewInvolora
Involora dashboard with invoiced, collected, outstanding and expense totals
01

Documents

Create every business document with confidence.

Move from a clear quotation to an issued invoice, then keep every detail, status and correction connected.

DocumentsInvolora
Involora quote editor showing customer, line items, tax, totals and document controls
01

Quotes

Create, edit, duplicate, issue, accept, reject, archive and convert quotations into traceable invoice drafts.

02

Invoices

Build drafts, issue final documents, track due dates and balances, void when required and preserve issued history.

03

Flexible line items

Select a catalog item or type one manually, then add a main description, sub-description, quantity, price and tax.

04

Complete calculation controls

Show or hide line discount, document discount, shipping or charges, tax and rounding adjustment for each document.

05

Document templates

Choose a separate invoice, quote, receipt or credit-note design and set a company default for each document type.

06

PDF, print and share

Preview the selected design, export a PDF to a chosen folder and use the appropriate print or share workflow.

07

Issue and send

Download the PDF as soon as a document is issued or hand it to AeroMailer when an active SMTP account is available.

08

Bulk document work

Select multiple invoices or quotes to archive, delete with confirmation, or create PDFs using each record’s selected template.

02

Payments

Follow the money without losing the story.

Record what was paid, connect it to the right document and correct mistakes with an auditable workflow.

PaymentsInvolora
Involora payment form allocating a bank transfer to an open invoice
01

Payment records

Record cash, bank transfer, card, cheque, e-wallet, PayPal or a custom method with date, reference and notes.

02

Flexible allocation

Allocate one payment partially or fully, review remaining balances and retain unallocated amounts when needed.

03

Receipts

Generate, preview, template, export, print and share a professional receipt from a recorded payment.

04

Credit notes

Create full or partial credits, issue a credit-note PDF and keep the original invoice relationship visible.

05

Credits and refunds

Apply available credit to open invoices, record refunds, reverse refund mistakes and track remaining credit.

06

Payment corrections

Edit payment details, reverse a payment with history intact, archive records and restore them from the archive.

07

Configurable tax

Create inclusive or exclusive taxes, mark a default tax or return the company default to No Tax.

08

Currency and numbering

Choose document and contact currencies, configure sequences and use collision-checked random next numbers when preferred.

03

Contacts & catalog

Keep customers and what you sell ready to use.

Organise detailed customer records and a reusable product or service catalog, without slowing down custom document entry.

Contacts & catalogInvolora
Involora contact list with customer details, currency filters and record actions
01

People and companies

Store first name, last name, company type, email, phone, addresses, tax number, currency, terms and notes.

02

Contact groups

Place multiple contacts into a group and create invoices, quotes or payment records for the group in one workflow.

03

Contact management

Search, filter by currency, bulk-change contact type or currency, archive, restore and delete with confirmation.

04

Products and services

Maintain SKU, name, description, unit, selling price, optional cost, default tax, category and active state.

05

Catalog images

Add a square catalog image and show the right item identity while browsing or editing products.

06

Catalog settings

Manage units, categories and taxes in focused lists, with deletion controls where the record can safely be removed.

07

Custom document entry

Start from a catalog item and override the description or price, or type an entirely manual line item.

08

Import and export

Move customer and catalog data with CSV preview, validation and exports designed for safe spreadsheet use.

04

Operations

Turn daily work into billable progress.

Connect expenses, projects, time and stock to the same business workflow that produces your documents.

01

Expenses

Record vendor, category, date, amount, tax, payment method, attachments and billable status, then link work to a customer or project.

02

Projects and tasks

Create projects, assign customers, manage planned, active, paused or completed status and keep task details together.

03

Live time tracking

Run a seconds-accurate timer, review start and end times, add manual entries and separate billable from non-billable work.

04

Project invoice drafts

Turn unbilled time and billable expenses into invoice lines using the project name and task names as clear descriptions.

05

Inventory

Configure tracked products, current quantity, reorder threshold and stock rules with a clear movement history.

06

Stock adjustments

Record manual adjustments and let relevant invoice or credit activity update inventory through controlled operations.

07

Recurring profiles

Schedule weekly, monthly, quarterly, yearly or custom document profiles, pause them and review run history.

08

Reminders and notifications

Choose reminders for due invoices, expiring quotes, recurring activity, low stock, backups and long-running timers.

05

Insights

See the business from every useful angle.

Move from an at-a-glance dashboard to focused reports, then export exactly what you need for review.

InsightsInvolora
Involora reports workspace showing totals, grouped business data and export controls
01

Business dashboard

Review invoiced, collected, outstanding, overdue and expense totals with recent activity and useful trends.

02

Twelve report views

Explore sales, payments, outstanding, aging, tax, expenses, profit, customers, items, discounts, credits and payment methods.

03

Date ranges

Use today, week, month, quarter, year or a custom period to focus each report.

04

PDF and CSV export

Create a presentation-ready PDF or formula-safe CSV and choose the destination folder where supported.

05

Global and module search

Find documents, contacts, products and other records from the top search bar or focused page search.

06

Filter and sort

Narrow lists by status, type, method, currency or other relevant fields and order important date or money columns.

07

Bulk actions

Select many records to perform supported archive, delete, update, export or status workflows efficiently.

08

Archives and history

Keep everyday lists clean while retaining restore pages and useful activity history for important business actions.

06

Personalize

Make every document recognisably yours.

Set the company identity once, then carry the right defaults into new invoices, quotes, receipts and credit notes.

PersonalizeInvolora
Involora template library with document-specific template previews and controls
01

Multiple companies

Create and switch companies while keeping customers, documents, taxes, numbering and preferences separated.

02

Company identity

Add a logo, registration and tax numbers, address, phone, email, website, currency and payment details.

03

Rich document defaults

Format business address, footer, terms and bank details with font, size, heading, colour, style and background controls.

04

Document preferences

Choose four default templates and decide whether discounts, charges, tax, rounding, signature, chop and verification QR appear.

05

Template designer

Create custom templates with WYSIWYG controls for layout, typography, colours, spacing, borders, margins and logo sizing.

06

Signature and chop

Draw or upload a signature, upload a company chop, choose a chop style or select No chop.

07

Guided setup

Start with company details and document preferences, including optional logo, default templates, tax and rounding choices.

08

Language and appearance

Use English, Simplified Chinese or Malay and switch between light and dark appearance.

07

Protect & connect

Stay in control of access, recovery and delivery.

Protect the workspace, create recoverable backups and connect document delivery only when it fits your workflow.

01

Full backup packages

Back up the database together with managed company assets, product images, attachments and template files.

02

Manual and automatic backup

Create a backup on demand or configure a schedule, destination and retention policy.

03

Safer restore

Validate backup format and integrity, protect the current data and migrate restored content when required.

04

App lock

Protect access with a PIN or password, configure auto-lock and use supported platform authentication when available.

05

Data and privacy controls

Manage backup, export and privacy-sensitive preferences from one dedicated settings area.

06

Desktop notifications

Enable only the business reminders you want and review how each reminder is evaluated while Involora is active.

07

AeroMailer integration

Detect an installed AeroMailer app, enable the connection and choose the active SMTP account used for document delivery.

08

Company-scoped settings

Keep document defaults, taxes, sequences, integrations and notification choices aligned with the active company.

Ready when your next document is.

Bring the whole billing workflow together.

Download Involora