Professional Invoices Without QuickBooks or Xero

You don't need $30/month accounting software to send a professional invoice. You need a template, your client's data, and a PDF. That's it.

What makes an invoice professional

• Clear header — Your business name, logo, address, phone number
• Invoice number — Sequential, for your records
• Client details — Name, address, date
• Line items — Description, quantity, unit price, total
• Payment terms — Due date, accepted payment methods
• Total — Subtotal, tax, grand total

Where the data comes from

If you used AgentForms for your initial client intake, all of this information is already collected. Client name? Already in the system. Address? Already there. Scope of work? Already documented. The invoice generates from the same data you used for your quote.

This saves you money

QuickBooks, Xero, FreshBooks — they charge $20-$50/month for features you don't need. AgentForms generates the invoice documents. You handle bookkeeping in a spreadsheet or your accountant's system. Separate the document generation from the accounting — it's cheaper and simpler.

Ready to automate your paperwork?

Try AgentForms free — no credit card required.