A guided invoicing engine built for speed and accuracy
Bring your data, configure your pricing logic, and deliver invoices with complete visibility.
Validate before processing
Automated checks flag missing fields or invalid pricing before invoices are generated.
Automate pricing logic
Apply tiered discounts, taxes, and fees based on each customer profile in real time.
Track everything
Live dashboards keep approvals, email sends, and payments visible across teams.
From upload to paid in four streamlined steps
Move from data to delivery with a guided workflow that keeps your team aligned and invoices accurate.
Connect your organization
Invite teammates, set roles, and configure company details, branding, and email preferences in minutes.
Upload invoice data
Connect QuickBooks, Drop in CSV or XLSX files, or even enter manually, and run pre-flight validation to catch issues early.
Apply pricing logic automatically
Flex-tier pricing, discounts, fees, and tax calculations are applied instantly based on customer profiles.
Send and track with confidence
Generate polished PDFs, deliver through resilient email queues, and monitor delivery and payment status in real time.
Built-in guardrails for reliable delivery
Queue-based sending, audit trails, and multi-tenant isolation keep every invoice moving safely.
Customer setup in seconds, not hours
Import customers from CSV, XLSX, or other systems with just a few clicks. No manual data entry required (unless you want to!) —get your customer base ready to invoice instantly.
Invoice runs for better control and reporting
Group invoices into managed batches to track billing cycles, compare periods, and maintain organized records. Run-level reporting gives you clear visibility into every billing event. Upload CSV or XLSX files and process hundreds of invoices at once. Real-time validation and progress tracking keep teams confident and informed.
Multi-reviewer approval workflows
Scale from solo review to team collaboration effortlessly. Track change notes, approval status, and reviewer comments to ensure every invoice is verified before it goes out.
Edit invoice drafts on the fly
Need to make a quick correction before sending? Click any value, edit it directly, and save without reprocessing the entire batch. Fast, simple, and error-free.
Email PDFs or enable secure customer access
Send invoices as PDF attachments or give customers secure portal access to view and download their invoices anytime—at no extra cost.
Complete payment tracking and reconciliation
Record payments, overpayments, underpayments, reversals, and credit notes with full history. Every transaction is tracked and auditable.
Dashboards, reports, and flexible exports
View real-time dashboards, generate custom reports, and export data in your preferred format. Get the insights you need, exactly when you need them.
Flex-tier pricing that adapts automatically
Apply complex tiered pricing and discount schemes without spreadsheets. The Flex-Tier engine ranks items, applies thresholds, and splits lines to keep every invoice accurate.
Reliable email delivery at scale
Queue-based sending with automatic retries and provider-aware rate limiting ensures invoices reach customers, even during high-volume runs.
Flexible tax, fee, and discount controls
Manage GST, HST, VAT, and custom taxes with item-level overrides. Apply fees or discounts automatically based on customer settings.
Ready to modernize invoicing?
Spend less time on manual billing and more time growing the business. SosyInvoice is built for accurate, scalable invoicing.