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.
An 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 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 AppsTrucking Invoice App helps carriers and owner-operators create invoices, review invoice records, and track payments in one place. Use it to bill shippers and brokers, document routes tied to each load, and keep billing details consistent across jobs. It’s a practical fit for dispatchers, back-office teams, and small fleets that need a clear workflow from creating an invoice to checking what’s still open and what’s been paid.With Jotform, you can turn this app template into a branded, mobile-friendly invoicing hub using a no-code app builder and a drag-and-drop interface. Connect the Create Invoice form to your workflow, organize invoice records for quick self-service access, and keep a reliable payment log for day-to-day operations. As your process evolves, you can customize pages, add approval steps, and route collected data into connected tools and tables without complicating how drivers and staff use the app.
Go to Category:Finance AppsHandyman Invoice App helps independent handymen and home service teams create invoices on the spot, keep a clear list of open invoices, and record payments without relying on paperwork. Whether you’re finishing a small repair, a multi-day remodel, or recurring maintenance, this app makes it easier to send accurate billing details to customers and stay on top of what’s been paid. Use it to capture customer information, track invoice status in a simple list view, and move from issuing an invoice to logging a payment in just a few taps.With Jotform, you can turn your invoicing process into a mobile-friendly experience using app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your invoice and payment forms, and keep data collection organized in one place for smoother workflow and faster self-service from the field or the office. Share your app with your team, update it anytime, and keep every job’s billing details easy to find.
Go to Category:Finance & Accounting Portal AppsThe Surgical Equipment Invoice App provides healthcare facilities, surgical centers, purchasing teams, and equipment suppliers with a central place to record and review invoices for surgical equipment purchases. Users can submit invoices, add purchased equipment, and browse related invoice or equipment records without relying on scattered documents. Clear record views connect equipment details with invoice numbers, suppliers, facilities, costs, totals, and review notes. This app template supports purchasing oversight, invoice verification, expense review, and accurate recordkeeping for organizations that need a practical view of surgical equipment transactions.Jotform App Templates help teams turn recurring processes into accessible digital experiences without writing code. With Jotform’s no-code app builder and drag-and-drop interface, organizations can customize this app’s pages, navigation, colors, and branding to suit their operations. Connected forms support consistent data collection, while tables and workflows can keep records organized and trigger follow-up actions. Publish the finished app through a direct link or QR code so authorized staff can access a mobile-friendly self-service resource from nearly any device.
Go to Category:Invoice AppsInstallment Payment Tracking App helps teams manage installment plans and keep payment history organized in one place. Use it to browse active plans, record a payment as it comes in, review past payment records, and check payment status when customers ask for updates. It fits retail and service businesses offering payment plans, finance teams tracking receivables, and small business owners who need a clear view of who has paid, how much, and what is still outstanding.With Jotform, you can turn this app template into a branded, mobile-friendly self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection workflow so payment details and notes stay consistent, searchable, and easy to share with the right people. Publish in minutes, customize navigation and pages to match your process, and keep installment tracking moving without extra tools.
Go to Category:Payment Collection Apps