Invoicing and Sales Dashboard App
Use Invoicing and Sales Dashboard App to create invoices, monitor open invoices, and view key invoice details in one place, giving small teams a simple way to stay organized and improve day-to-day billing visibility.
Invoicing and Sales Dashboard App brings your invoicing workflow and sales visibility into one place, so teams can create new invoices, review open invoices, and quickly jump into invoice details when customers have questions. It’s a practical fit for small businesses, agencies, contractors, and sales-led teams that need a simple way to keep invoice records organized while staying on top of totals, due dates, and ownership across sales representatives.
With Jotform, you can turn this invoicing and sales dashboard app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect invoice creation to your existing forms and keep records centralized, then share the app with your team through a link for fast access on desktop or mobile. As your workflow evolves, you can update pages, refine navigation, and support cleaner data collection across your invoicing process.
It’s used to manage everyday invoicing from a single dashboard, including creating new invoices, browsing invoice lists, opening individual invoice records, and tracking what’s currently open.
Most teams include an invoice list, a clear action to create or add an invoice, and an invoice detail view with essentials such as invoice number, customer, invoice total, invoice date, due date, and the assigned sales representative. You can also include a sales dashboard page and a reports page to support quick check-ins.
Use it when invoices are being created in more than one place, when team members need a consistent way to look up invoice details, or when you want a quick view of open invoices without digging through files or messages.
It works well for owners, finance admins, sales representatives, and operations teams. It’s also useful for service businesses such as agencies, consultants, and contractors that need lightweight invoicing and visibility without a complicated setup.
You get a clearer view of invoices and sales activity, faster invoice creation, and easier navigation between invoice lists and invoice details. Having due dates and totals visible in the same place can also reduce missed follow-ups and duplicate work.
Yes. You can rename pages like Sales Dashboard or Reports, reorder navigation, and adjust what appears on invoice cards and invoice detail screens, so the app matches how your team actually works.
Yes. You can share the published app with internal users so they can quickly open invoices, add new ones, and reference invoice details during customer communication.
Invoices created through the app are captured through the connected invoice form and stored with your Jotform data, so you can keep records centralized and consistent across the invoice list, open invoice views, and invoice detail pages.
Invoice And Quotation App is a ready-to-use workspace for preparing and organizing client billing documents from one accessible location. Independent professionals, consultants, contractors, service providers, and small finance teams can create invoices and quotations through connected forms, browse existing records, and review document details such as client information, totals, line items, notes, and quotation validity. It helps users keep sales estimates and billing records together, reduce manual document handling, and find the information needed for client follow-up. Teams can use the app throughout the sales and billing cycle, from presenting a quotation to reviewing the related invoice.With Jotform Apps, users can adapt this app template to their own processes without writing code. The no-code app builder features a drag-and-drop interface for updating pages, buttons, navigation, colors, and branding. Connected forms support consistent data collection, while organized record views make ongoing work easier to manage. Users can also link the app to tables, approvals, notifications, and other workflow steps as their needs grow. Like other Jotform App Templates, it can be published for mobile-friendly access and shared by direct link or QR code, giving authorized team members a convenient way to handle invoice and quotation tasks wherever they work.
Go to Category:Invoice AppsAn invoice approval app helps teams submit invoices for review, route them to the right approvers, and keep a clear record of what was approved and when. This template supports day-to-day accounts payable work with a simple flow for invoice submission, an approval area for reviewers, and a personal records section so requesters can revisit their own invoice history. It’s a strong fit for finance teams, operations managers, department heads, and small businesses that need more control than email-based approvals, especially when multiple people submit invoices and approvals must be tracked consistently.Jotform makes it easy to launch and adapt invoice workflows with App Templates that you can tailor to your process. Using Jotform’s no-code app builder and drag-and-drop interface, you can connect forms and tables to centralize data collection, reduce manual follow-ups, and keep approvals moving through a clear workflow. Share the app with your organization, collect invoices from any device, and manage approvals and records in one place.
Go to Category:Finance & Accounting Portal AppsInvoice and Inventory App brings invoicing and stock tracking into one place so small businesses can stay on top of what they sell and what they need to reorder. Use it to browse inventory items, create and review invoices, and keep a running record of product movement as stock comes in, goes out, or gets adjusted. It’s a practical fit for retail shops, wholesalers, ecommerce teams, service businesses that bill for parts, and anyone who needs a clearer link between what’s on hand and what’s been billed.Built with Jotform, this app template helps you publish a self-service, mobile-friendly workspace without writing code. Customize pages with a drag-and-drop interface, connect item and invoice lists to your data tables, and link buttons to the right forms so staff can add items, issue new invoices, or log movement in seconds. Share a single app link with your team, keep information organized as your workflow grows, and make day-to-day updates easier to manage from anywhere.
Go to Category:Finance & Accounting Portal AppsJob Invoice App helps service teams turn completed work into clear, consistent invoices while keeping job details organized in one place. It’s a practical fit for contractors, field service providers, repair businesses, and freelancers who need a simple way to add jobs, monitor job progress, and create invoices tied to specific job numbers without juggling scattered notes.Built with Jotform, this app template supports self-service data collection through connected forms and organized records, so your team can capture job information, generate new invoices, and review invoice history from an easy-to-navigate interface. Customize the pages with Jotform’s no-code app builder and drag-and-drop interface, then share the app with your staff to keep invoicing workflows consistent and easier to manage as work orders grow.
Go to Category:Finance AppsLandscape Invoice App helps landscaping businesses create invoices, keep a clear list of open invoices, and maintain a payment log in one place. Whether you run a solo lawn care service or manage a crew handling recurring maintenance and one-time installs, this app supports day-to-day billing without scattered paperwork. Use it after a job is completed, at the end of a weekly route, or whenever you need to send a professional invoice for mowing, edging, mulch, cleanups, irrigation checks, or seasonal services. With quick navigation to create new invoices and review invoice details, teams can stay on top of what is billed, what is still outstanding, and what has been paid.Jotform makes it easy to turn this Landscape Invoice App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and data collection workflow so invoices and payment records stay organized as your volume grows. Share the app link with office staff or crew leads, update pages as your pricing and services change, and keep your billing process consistent across jobs, customers, and seasons with Jotform App Templates.
Go to Category:Finance & Accounting Portal AppsInvoice and Payment App helps small businesses and teams create invoices, record payments, and keep a clear view of what’s been billed versus what’s been paid. It’s a practical fit for freelancers, agencies, consultants, contractors, and service providers who need a consistent way to issue invoices and log incoming payments without digging through spreadsheets or scattered emails. With quick navigation for creating a new invoice and recording a payment, you can keep billing tasks moving and reduce missed follow-ups when multiple people handle finance admin.Built with Jotform App Templates, this app template can be customized in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect it to your existing Jotform forms to support reliable data collection, then publish a self-service experience your team can access from anywhere to manage invoicing and payment workflows. As your process grows, you can adjust pages, add steps, and keep all records organized in one place while staying aligned with how your business actually bills clients.
Go to Category:Finance & Accounting Portal Apps