Cashboard Invoicing Software

Key Features

• Customizable Invoice Templates
  Choose from predesigned templates or build your own using a draganddrop editor. Add your logo, brand colors, and personalized terms to make every invoice look professional.
• Recurring Billing & Subscriptions
  Set up daily, weekly, monthly, or annual recurring invoices in seconds. Cashboard automatically generates and sends them, reducing churn for subscriptionbased businesses.
• Multiple Payment Gateways
  Accept credit cards, ACH, PayPal, Stripe, and more. Payments are recorded instantly, and you can reconcile them with your bank feed.
• Expense Tracking & Client Cost Centers
  Capture expenses, allocate them to specific clients or projects, and let the system automatically add them to the next invoice.
• TimeTracking Integration
  Builtin timer and integration with popular tools (Harvest, Toggl) let you bill hourly work without leaving the platform.
• Automated Reminders & Late Fees
  Schedule friendly reminders or enforce latefee policies based on your terms. Automated emails improve collection rates.
• Robust Reporting
  Realtime dashboards show outstanding balances, cashflow forecasts, and revenue trends. Export reports to CSV, PDF, or integrate with QuickBooks/ Xero.
• MultiUser & Permission Controls
  Grant team members tailored accessadmin, accountant, sales, or readonlyensuring data security and compliance.

How Cashboard Improves Your Business

Speed up cash collection. Automated invoices and reminders cut the average days sales outstanding (DSO) by up to 30% for many users.

Reduce manual errors. Data entered once flows through invoicing, expense tracking, and accounting modules, eliminating duplicate entry.

Gain financial visibility. Realtime dashboards let owners forecast cash flow and make informed decisions about hiring, inventory, or expansion.

Scalable pricing. Whether you issue 10 invoices a month or 10,000, Cashboards tiered plans grow with you without requiring additional hardware or IT staff.

Pricing Overview (as of 2026)

All plans include a 14day free trial, and there are no hidden setup fees. Annual billing receives a 15% discount.

Getting Started

1. Sign up. Visit cashboard.com and enter your email to create an account.
2. Set up your company profile. Upload your logo, define payment terms, and choose your default currency.
3. Connect a payment gateway. Follow the wizard to link Stripe, PayPal, or your banks ACH system.
4. Import contacts. Upload a CSV of clients or sync with your CRM (HubSpot, Salesforce).
5. Create your first invoice. Use the template editor, add line items, and hit send.
6. Monitor payments. The dashboard updates in real time as clients pay.

Integrations

Cashboard works with most major business tools:

• Accounting: QuickBooks Online, Xero, Sage.
• CRM: HubSpot, Salesforce, Zoho CRM.
• Project Management: Asana, Trello, Monday.com.
• Email & Marketing: Mailchimp, SendGrid.
• Automation: Zapier, Integromat.

Customer Support & Resources

The platform offers 24/7 email support for all plans, live chat for Growth and higher tiers, and a comprehensive knowledge base with video tutorials, API documentation, and a community forum.

Conclusion

Cashboard positions itself as a straightforward yet powerful invoicing solution for businesses that want to professionalize billing without the complexity of fullscale ERP systems. Its combination of customizable invoices, automated recurring billing, and strong integration options makes it a compelling choice for freelancers, agencies, SaaS providers, and any growing company that needs faster cash flow and clearer financial insight.