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Invoice Generator
Professional PDF invoices in seconds. 5 templates, 12 currencies, shareable links — no client login needed.
5 PDF templates12 currenciesInternational compliance
Freelance ops, in one workspace
Run your freelance business from one tab.
Clients, invoices, credentials, and portfolio. All in one workspace built for freelancers. Free to start, no credit card required.
No credit card required · Free plan available
6–10tools replaced
12currencies
5PDF templates
Everything you need
All your tools. One workspace.
Invoicing, client management, credentials, portfolio, and leads — built specifically for freelance web designers and developers.
02
Client & Project Management
Full client directory with financial history. Projects feed directly into invoice quick-fill.
Client profilesProject statusesFinancial overview
03
Website Vault
Every client credential in one searchable list. Masked passwords, click-to-reveal, copy all at once.
Masked passwordsClick-to-copySearchable
04
Built-In Portfolio
Auto-generated portfolio from your real project data. Live testimonials, client logos, inbound leads.
Auto-updatedLive testimonialsDiscovery Form
05
Discovery Form + Estimator
Leads qualify themselves before you talk. Real-time price estimate shown as they fill it.
Public formLive estimateInquiries inbox
06
Maintenance Plans
Track every website maintenance contract. Custom checklists, one-click invoice generation.
Active / Paused / CancelledCustom checklistsOne-click billing
Invoice Generator
Professional invoices in seconds.
Create professional PDF invoices in seconds. Choose from 5 designed templates: Classic, Modern, Minimal, Bold, or Elegant. Set your brand color, add your logo, select a bank account, and send. Need to bill an international client? Toggle on IBAN, Incoterms, HS codes, Tax ID, Governing Law, and Retention of Title, all per invoice.
- 5 professional PDF templates
- 12 optional international compliance fields
- Auto-fill line items from saved projects
- Shareable invoice link, no client login needed
- 12 currency options (USD, EUR, GBP, BDT + more)
Client & Project Management
Every client. Every project. In view.
Your full client directory in one place. See every client's total invoiced, total paid, outstanding balance, and monthly retainer at a glance. Projects track status, service lists with individual pricing, and connect directly to invoices.
- Client profiles with full financial history
- Company records with logo upload
- Projects feed directly into invoice quick-fill
- 4 project statuses with service-level pricing
Website Vault
Every credential. One click.
Stop hunting through email threads for a client's WordPress password. The Website Vault stores every credential in one searchable list: admin URL, login email, username, password, and hosting provider. Passwords are masked by default.
- Masked passwords, click-to-reveal
- Copy individual fields or everything at once
- Searchable by client, URL, email, or hosting provider
- No third-party password manager needed
Built-In Portfolio
Your portfolio updates itself.
Pofolio generates a public portfolio page directly from your app data. Completed projects become your work showcase. Submitted client reviews become your testimonials. Visitors can browse your work and submit a project inquiry.
- Auto-built from your real project data
- Live testimonials from client reviews
- Client logo carousel from company records
- Embedded Discovery Form for inbound leads
Discovery Form + Estimator
Leads that qualify themselves.
Share your public Discovery Form before you even talk. They fill in project type, features, budget, location, and timeline. You get all of that in your Inquiries inbox the moment they submit.
- Public form, no login required for clients
- Real-time price estimate shown as they fill it
- Submissions appear instantly in your Inquiries inbox
- Internal estimator for quoting new projects
Maintenance Plans
Recurring revenue. Zero spreadsheets.
Track every website maintenance contract in one list. Set the client, price, currency, and billing status. Add a custom checklist per plan. When it's time to bill, hit Bill Now.
- Active / Paused / Cancelled statuses
- Custom task checklist per plan
- One-click invoice generation
- Monthly retainer total on your Dashboard
The problem
Stop running your business across ten apps.
Most freelancers cobble together a stack of disconnected tools just to run their day-to-day. Every tool switch wastes time. Every gap causes mistakes.
Before Pofolio
Spreadsheets
Client and project data scattered everywhere
Word / PDF invoices
No tracking, no status, no PDF design
Google Forms
Intake data doesn't connect to anything
Notion / docs
Testimonials sitting in a doc no one sees
Separate portfolio site
Manually updated, always out of date
Password managers
Not built for client website credentials
With Pofolio
Client and project management
All clients, projects, and history in one place
Professional invoice generator
5 templates, full tracking, shareable links
Discovery form and price estimator
Submissions connect straight to your client record
Live testimonials and review links
Published to your portfolio automatically
Auto-built public portfolio
Always current — no manual updates needed
Website Vault for credentials
Built specifically for client logins and passwords
Built for the way freelancers actually work
500+Invoices generated
200+Freelancers using Pofolio
12Currencies supported
5Invoice templates
"
I used to bounce between three apps just to send one invoice. Pofolio cut that down to one step.
Web designer, freelance
"
The Website Vault alone was worth it. I had client passwords spread across sticky notes and emails.
Freelance developer
"
My portfolio used to be a static site I updated twice a year. Now it reflects my actual work automatically.
Brand designer, freelance
How it works
From inquiry to invoice. Five steps.
One continuous loop from first contact to paid invoice and published testimonial.
01
A lead finds your portfolio
Your public portfolio page showcases your work, reviews, and services. They browse and fill out your Discovery Form.
02
You convert the inquiry
The inquiry lands in your inbox with project type, budget, timeline, and contact info. Convert to a client with one click.
03
You run the project
Create a project, add services with pricing, track status, and store website credentials in the Vault.
04
You send the invoice
Select the project and line items fill automatically. Choose a template, hit share. Client gets a link — no login required.
05
You get paid, they leave a review
Mark the invoice Paid. Send a review link. The testimonial appears on your portfolio. The cycle closes.
Why Pofolio
Built for freelancers.
Not for accountants.
| Pofolio | FreshBooks / Wave | Bonsai / HoneyBook | Notion / Airtable | |
|---|---|---|---|---|
| Professional invoice PDFs | 5 templates | Basic | Limited | Manual |
| International compliance (IBAN, Incoterms, HS codes) | Built-in | Partial | No | DIY |
| Website credential vault | Built-in | No | No | No |
| Public portfolio page | Built-in | No | No | No |
| Client Discovery Form | Built-in | No | Basic | DIY |
| Shareable invoice link (no login) | Built-in | No | No | No |
| Testimonial request links | Built-in | No | No | No |
| Maintenance plan billing | Built-in | No | Partial | DIY |
| Built for freelancers | Yes | No | Partial | No |
| Setup required | None | Moderate | Moderate | Extensive |
| Free tier available | Yes | No | No | Yes |
Pricing
Start free. Upgrade when you're ready.
No subscription required to get started. The core tools are free. Upgrade to Pro for all 5 invoice templates.
Free
$0 / forever
Start for Free
- Dashboard with financial overview
- Client and company management
- Project tracking
- Invoice generator (Classic template)
- Invoice archive with status management
- Shareable invoice links
- Website Vault
- Maintenance plan tracking
- Discovery Form (public)
- Price Estimator
- Testimonials + Review Form
- Public Portfolio page
- Cloud sync + offline fallback
Pro
Recommended TBD / month
Upgrade to Pro
- Everything in Free
- All 5 invoice PDF templates
- Modern, Minimal, Bold, and Elegant templates
- Advanced international compliance fields
- Priority support
Pricing TBD, set before launch. Early access users will receive launch pricing.
Common questions
Got questions?
We've got answers.
Everything you need to know before getting started.
Early access
Everything you need. Free to start.
Pofolio is free to start. Takes 2 minutes to set up. No credit card required.