Recent Invoices
| # | Client | Amount | Status |
|---|
Recent Expenses
| Merchant | Category | Total |
|---|
| Invoice # | Client | Date | Due | Amount | Status |
|---|
Changes are saved automatically
Document title
🏢
From Settings
From (Your Business) (edit in Settings)
Bill To (Client)
Full Name
Email
Phone
Mobile
Address
Description
Rate
Qty
Amount
SubtotalR0.00
Tax (0%)R0.00
Discount (0%)-R0.00
Balance DueR0.00
Notes / Terms
0/5000
Banking Details (managed in Settings)
| Estimate # | Client | Date | Valid Until | Amount | Status |
|---|
Changes saved automatically
Document title
🏢
From Settings
From (Your Business) (edit in Settings)
Prepared For (Client)
Full Name
Email
Phone
Mobile
Address
Description
Rate
Qty
Amount
SubtotalR0.00
Tax (0%)R0.00
Discount (0%)-R0.00
Total DueR0.00
Notes / Terms
Banking Details (managed in Settings)
Document title
🏢
From Settings
From (Your Business) (edit in Settings)
Bill To (Client)
Full Name
Email
Phone
Mobile
Address
Description
Rate
Qty
Amount
SubtotalR0.00
Tax (0%)R0.00
Discount (0%)-R0.00
Balance DueR0.00
Notes / Terms
0/5000
Banking Details (managed in Settings)
Drag or click to upload a receipt — jpg, png, pdf
All Expenses
| Merchant | Description | Category | Date | Total |
|---|
Changes saved automatically
| Client | Frequency | Amount | Next Invoice | Status |
|---|
Changes saved automatically
Revenue by Client
| Client | Invoices | Total Billed | Paid |
|---|
Clients
| Name | Phone | Address | Total Billed |
|---|
Changes saved automatically
Products & Services
| Name | Description | Rate | Taxable |
|---|
Changes saved automatically
Business Profile
Logo
Click to upload
Business Name
Registration Number
VAT Number
Address
Email
Phone
WhatsApp Number
Website
Invoice Defaults
Default Currency
Default Tax Rate (%)
Default Notes
Default Terms (appears on all invoices & quotes)
Default Banking Details
🔐 Import & Data Security
🛡️
Security is handled automatically by Sa-Invoice.
To import data, you will need a Permission Code from Sa-Invoice Support.
Contact Sa-Invoice Support with your CSV file to get your unique Permission Code before importing.
To import data, you will need a Permission Code from Sa-Invoice Support.
Contact Sa-Invoice Support with your CSV file to get your unique Permission Code before importing.
📥 Import Data
Click Import to select a CSV file — you'll be asked for your password before any data is imported. Import clients first, then invoices and estimates.
👥 Clients
Columns: ClientName, Phone, Email
🧾 Invoices
Columns: InvoiceNumber, Date, DueDate, ClientName, ClientPhone, ClientEmail, Status, TotalAmount, BalanceDue, Item1–3…
📄 Estimates
Columns: EstimateNumber, Date, ExpiryDate, ClientName, ClientPhone, ClientEmail, Status, TotalAmount, Item1–3…
👥 Team & Staff Access
Give team members role-based access to this business:
Manager — full access except Settings | Staff — invoices, estimates & clients only | Viewer — read-only, no edits
Manager — full access except Settings | Staff — invoices, estimates & clients only | Viewer — read-only, no edits
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Add Staff Member
Full Name *
Email *
Password *
Role
⚠️ Danger Zone
Clear All Data
Permanently delete all invoices, estimates, clients and settings. Cannot be undone.
Delete Account
Permanently delete your account and all data. This is irreversible.