DeskPanda — Invoicing
Invoice Management Software That Works With Your CRM
Most invoicing tools are standalone — separate from your project management, separate from your client database, and separate from your team. DeskPanda's invoicing is built into your workspace, pulling client data from your CRM and connecting quotes to invoices to payment status in one place.
What's included
Every capability ships in a single subscription — no add-ons required.
Visual template builder
8 branded invoice presets — Classic Green, Modern Blue, Minimal Amber, Sidebar Navy, and more. Upload your logo, choose your accent colour, and preview in real time.
Tax-compliant invoicing
Configure your applicable tax rate. DeskPanda calculates subtotal, tax, and grand total automatically on every invoice.
CRM auto-fill
Select a saved client from your CRM and their billing details, tax ID, and contact information populate the invoice automatically.
Quote to invoice conversion
Create a quote, send it for client approval, and convert it to an invoice in one click when work is confirmed.
Custom invoice numbering
Set your own numbering format — such as INV-2026-001 — to maintain consistent document references.
PDF export and email
Export any invoice as a PDF or email it directly to the client from within DeskPanda.
Why it matters
Businesses that manage invoicing alongside their project and client data see faster invoice turnaround, fewer errors from manual data entry, and better visibility into outstanding payments.
Common questions
Start using Invoicing today
Free plan for up to 8 users. No credit card. Set up in minutes.