Invoice software for trading companies

Move from quotation to invoice to receipt fast, across a customer list that keeps growing — without a spreadsheet buckling under the volume.

Free plan · No credit card · Set up in minutes

The problems you actually have

Too many customers for a spreadsheet

A trading business can run hundreds of active customers at once. Past a certain size, a shared spreadsheet stops being a record and starts being a liability.

Quotation, invoice, and receipt as three disconnected steps

When a quotation lives in one file, the invoice in another, and the receipt in an inbox, matching the three back up at month-end eats a day that should take an hour.

High volume, low room for error

At real volume, one mistyped price or a skipped VAT line isn't a one-off — it's a pattern that shows up across dozens of documents before anyone notices.

Withholding tax that doesn't reconcile

Some B2B customers withhold tax before paying. If that withheld amount isn't tracked anywhere, a batch of 'paid' invoices never quite matches what actually came in.

Quotation to invoice to receipt, built for volume

Lemon Invoice keeps every customer, quotation, invoice, and receipt in one searchable workspace. Convert an approved quotation into an invoice in one click, apply VAT per line automatically, and track withheld tax on receipts — so a high customer count stays organized instead of becoming the thing that slows you down.

How it works

Create your free account

Sign up with your email and your workspace is ready within a minute — no credit card, and nothing to install before you can add your first customer.

Add your customers

Import your existing customer list from a spreadsheet instead of re-entering each one by hand — a trading business rarely starts from a blank customer list, and it shouldn't have to be rebuilt one record at a time.

Send quotations, invoices, and receipts

Send a quotation, convert the approved ones into invoices in one click, and issue a receipt the moment a customer pays — flagging any customer who withholds tax so the amount shows up on their receipt automatically. Every document stays numbered, searchable, and tied to the customer it belongs to.

What you get

Quotation to invoice in one click

Approved quotations convert into invoices instantly, with nothing retyped and the numbering staying clean.

Built for a large customer list

Search, filter, and manage every customer's quotations, invoices, and payment history from one place.

Per-line VAT

Set a VAT rate per line item, with net, VAT, and gross totals calculated automatically on every document.

Withholding tax tracked on receipts

Flag a customer as subject to withholding tax, and the withheld amount is recorded on the receipt automatically.

Receipts on every payment

Issue a receipt the moment a customer pays, so paid, partial, and outstanding are always visible at a glance.

Accountant-ready export

Export quotations, invoices, and receipts in one click, instead of reconciling a spreadsheet at month-end.

Invoicing a trading company, at real volume

Invoice software for trading companies has to hold up at a volume most general tools were never built for — dozens or hundreds of active customers, each with their own quotations, invoices, and receipts moving through at the same time. Send a quotation, and the moment a customer approves it, convert it into an invoice in one click, with the same line items and pricing carrying over so nothing gets retyped and nothing drifts between what was quoted and what gets billed, no matter how many deals are moving in parallel.

A large, growing customer list is a management problem as much as a billing one. Every customer's quotations, invoices, receipts, and payment history live in one searchable record instead of a shared spreadsheet that gets slower and less reliable the more rows get added to it — finding one customer's outstanding balance among hundreds of others takes a search, not a scroll.

Volume is exactly where small mistakes compound. Set a VAT rate per line item once, and every invoice built from that pricing calculates the net, VAT, and gross totals automatically and consistently — a mixed order with several rates on it still totals correctly without anyone checking the arithmetic by hand, whether it's the fifth invoice of the month or the five-hundredth. Some B2B customers withhold tax before paying; flag those customers once, and the amount they withhold is captured on the receipt automatically each time they pay, so a batch of payments that land a few percent short of the invoiced total each have a clear, recorded reason instead of turning into a reconciliation project.

A receipt goes out the moment a customer pays, so the difference between quoted, invoiced, and actually paid stays visible at a glance rather than buried across three different documents and an inbox. When something needs correcting — a pricing error, a partial return, a disputed line — issue a credit note against the original invoice instead of editing it after the fact, so the numbering stays clean and the full history is traceable one document at a time. At month-end, export quotations, invoices, and receipts together in one click, instead of rebuilding the picture from separate files across a volume of customers no spreadsheet was ever going to keep up with.

Ready to move your next quotation to invoice in one click?

Questions, answered

How many customers can I manage?+

Customer capacity depends on your plan — the free plan has a limited customer count so you can try the full quotation-to-receipt flow, and paid plans raise that limit substantially as your customer base grows.

Can I convert a quotation into an invoice without retyping it?+

Yes. Once a quotation is approved, convert it into an invoice in one click — the same line items and customer details carry over.

Does it handle VAT on every invoice automatically?+

Yes. Set a VAT rate per line item, and the net, VAT, and gross totals are calculated automatically and shown clearly on every document.

How does withholding tax work for customers who withhold at source?+

Flag a customer as subject to withholding tax, and when they pay, the withheld amount is recorded on the receipt — so a batch of payments that come in a few percent short each have a clear, recorded reason.

Can I issue a receipt for every payment I receive?+

Yes. Issue a receipt as soon as a customer pays, so your records always show exactly what was paid, when, and against which invoice.

What does invoice software for trading companies cost?+

There's a free plan to try the full quotation, invoice, and receipt flow. Paid plans raise your customer and document limits as your volume grows, with no per-invoice fee on any tier.

What if I need to correct an invoice after it's already been sent?+

Issue a credit note against the original invoice rather than editing it directly. It keeps your numbering sequence intact and gives a clear, document-by-document record of what changed.