Use Cases
Bill for freelance projects, consulting hours, service calls or repeat work. Choose the workflow that fits your business, then create and download your invoice.
Create invoiceTurn a completed project, session, or block of hours into a professional invoice without setting up accounting software.
Example: bill six design hours at $50 per hour, or enter an agreed project fee as one line with quantity 1. Include the project name or billing period in the description.
Create branded invoices for different clients, reuse common services, and keep a lightweight local record of what was sent.
Example: list a strategy session, design deliverables and project management as separate items. Add a purchase order reference if the client uses one.
List labor and materials, add tax or shipping, and print or download the invoice from the browser after the work is done.
Example: separate three hours of labor from supplied parts, then add the job reference, applicable tax settings and payment instructions before sending the PDF.
Duplicate the last invoice or select saved client and service details, then update the date, quantity, rate, and scope.
Example: duplicate the previous month’s retainer invoice, update the billing period and due date, and check the rates. Repeating work stays a manual workflow.
Choose the billing currency and keep its symbol and decimal format consistent across line items, totals, saved records, and PDF output.
Example: agree the billing currency with the client, then enter prices in that currency. Selecting a currency changes formatting; it does not convert your agreed prices.
Record a deposit or partial payment so the invoice clearly separates the total from the remaining balance due.
Example: a $600 invoice with a $200 deposit shows $400 still due when no tax, discount or shipping is added. Enter the received deposit in Amount paid.
Open the editor and work immediately. Drafts, reusable details, and saved invoices remain in the current browser rather than an account.
Example: make a one-off invoice without opening an account. Save or download the finished document, and keep a backup if you want to return to its local record later.
Export a JSON backup for restoration and a CSV copy for spreadsheet review instead of depending on automatic cloud sync.
Example: export a JSON backup before clearing browser data or changing devices. Keep CSV history for spreadsheet review and use the JSON file to restore CatInvoice records.
| CatInvoice should fit | Consider a larger system |
|---|---|
| You are one person or one billing owner | Several people need shared access and permissions |
| You send invoices manually when work is completed | Invoices must recur and send automatically |
| A PDF, printout, or email attachment is the deliverable | Customers must pay inside a hosted billing portal |
| Local storage plus your own backups suits your workflow | Records must sync automatically across devices |
| You need invoicing, not full financial operations | You need bookkeeping, payroll, expenses, or reconciliation |
Use clear payment wording, work out a due date and show a deposit or remaining balance.
Build a record-keeping routine for invoice numbers, payment status, PDFs and backups.
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