How many users can I add?

Up to 5 on Pro and 10 on Business. Need more? Contact us for Enterprise pricing.

Can I control who sees what?

Yes. Admins see everything; staff see jobs and invoices assigned to them; viewers can look but not edit.

Does it replace QuickBooks?

For invoicing, estimating, expense tracking, and payments — yes. For payroll, bank reconciliation across multiple accounts, and heavy general-ledger accounting, you'd still want an accounting product alongside.

How do I migrate my current customers?

CSV import with smart field mapping. If you only have old invoice PDFs, the importer parses them too.

Can I keep my current bookkeeper in the loop?

Yes. Give them a view-only login, or export CSV/PDF monthly.

Invoicing software for small businesses that actually get things done

A small business is too big for a spreadsheet and too small for QuickBooks Enterprise. Glo Invoice fits right in the middle: send invoices, accept payments, manage customers, and see cash flow at a glance.

Add a few teammates, control who can create vs send vs void, and keep the paper trail auditors and accountants actually respect.

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How Glo Invoice does it

Everyone on the same page

Invite up to 5 users on Pro and 10 on Business. Everyone sees the same customers, invoices, and job history in real time — no more 'who invoiced this?' texts.

Role-based permissions (admin, staff, viewer)
Realtime sync across devices
Activity feed with who did what

Customer memory across every touchpoint

The built-in CRM remembers every job, invoice, estimate, and payment for every customer. New team member can pick up a customer without a 20-minute briefing.

Full customer history in one screen
Notes, photos, and files per customer
CSV/PDF import to migrate off spreadsheets

Cash flow you can actually see

Live dashboard: money in, money out, aging invoices, and projected cash for the next 30 days. No 'run a report' — the numbers are on your home screen.

Live dashboard on mobile and desktop
P&L, aging AR, and expense reports
Bank feed reconciliation (optional)

How it works

Step 1
Migrate customers
Import your CSV or upload old-invoice PDFs — Glo Invoice parses names, addresses, and totals.
Step 2
Invite the team
Send email invites, set roles.
Step 3
Standardize workflows
Save your common line items as service templates. Everyone uses the same prices.
Step 4
Watch the dashboard
See cash flow update as invoices are paid.

Perfect for 2 to 10 person businesses

Contractor crews, salon teams, cleaning companies, small law firms, mobile mechanic shops, boutique agencies — anywhere the owner still knows every customer's name.

Contractors Salons Cleaning companies Auto repair Lawn care Agencies

Frequently asked

Related in Glo Invoice

Invoice software Customer CRM Expense tracking Payment tracking Recurring invoices For freelancers For growing teams

Run your small business in one app

Free to start. Add teammates when you're ready. Cancel anytime.

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