The Invoice Planner

Juan Resendiz

In-app purchases

About this app

The Invoice Planner turns proposals, invoices, and recurring billing into the simplest part of your week. Built for freelancers, agencies, and tradesmen who'd rather be on the job than chasing paperwork.

QUOTE A JOB FROM A SENTENCE

Describe the work in plain words — "repaint a 3-bed exterior, pressure wash, patch and prime, two coats" — and the app drafts the estimate: the line items and the prices. You check every number, fix what you want, and send. It drafts; you finish it. 3 free AI drafts on the free plan.

REAL INVOICES IN 80 SECONDS

Tap a customer, add a couple of line items, pick proposal / paid-in-full / down-payment / recurring, hit Save. You get a PDF that prints clean and looks like you've been doing this for ten years — pick from three layouts and brand it with your own colors, logo, and footer text.

GET PAID ON THE INVOICE

Turn on card payments and your customer pays you right from the invoice. Their card details go to Stripe, never to us — you just see what's paid, sent, and overdue, with the full payment history.

WORKS WITHOUT SIGNAL

Everything is local-first. Edit a customer in a basement, draft a proposal in a job-site truck, mark a payment in a parking lot — nothing waits for a connection. When you do hit Wi-Fi, optional cloud sync (sign in if you want) keeps your phone, tablet, and laptop in lockstep.

A REAL INVOICE APP FOR CREWS ON THE MOVE

• AI bid drafting — a plain-words job becomes a priced estimate you review and send
• Get paid by card — accept payments on your invoices through Stripe
• 20 currencies — pick yours; every total and PDF respects it
• Recurring invoices — daily, weekly, monthly, yearly. The next one lands automatically
• Three PDF templates — Default, Professional, Minimal. Pick once, swap any time
• Custom branding — your colors, your logo (size + position), your footer text, your legal disclaimer
• Calendar at a glance — color-coded markers for invoices sent, overdue, recurring jobs, and schedule notes
• Planning canvas — sketch on-site with a stylus or finger, attach the drawing to the invoice PDF
• Email templates — save your usual outgoing language once; one tap renders customer name + amount + due date, then text it or email it
• Due-date reminders — local notifications before each unpaid invoice is due
• Encrypted backups — export everything to a password-protected backup file
• CSV export — invoice list and per-customer payment history, for the accountant

ONE ACCOUNT, EVERY PLATFORM

The Invoice Planner works on every platform. Your data is yours: delete your account and all data from inside the app anytime, and we don't sell your data, ever.

ABOUT

Built by an independent developer for the freelancers, agencies, and tradesmen who'd rather spend evenings at home than buried in a spreadsheet. Feedback welcome — [e-mail].

Privacy Policy: https://theinvoiceplanner.com/privacy
Terms of Service: https://theinvoiceplanner.com/terms
Account deletion: https://theinvoiceplanner.com/delete-account

What’s new

• Fixed a rare crash that could happen when opening the purchase screen.
• Checkout now resumes automatically after you sign in.
• The upgrade screen now correctly reflects an active Lifetime plan.
• Added a Text (SMS) quick action for sending invoices.
• Clearer messages if a payment can't be completed.