Describe the job. AI drafts the document. You send it.

Choose how you want to create: tell the AI what work you did in plain English, and it drafts the line items, notes, and payment terms. Or switch to the manual tab and fill in every field yourself.

• AI tab: Type 'Cleaned 3-bedroom house, deep cleaned kitchen, treated carpets' and the AI generates line items with quantities and rates
• AI refines the draft through conversation — 'Add carpet treatment at $75' or 'Change payment to Net 15'
• Manual tab: Full form with company info, customer details, and line items
• Switch between AI and manual at any time — your data carries over

→ Whether you use AI or the form, you get a complete invoice draft ready to customize.

Add or confirm your company information, customer details, and line items. If you used AI, most fields are already filled — just review and adjust.

• Company name, address, phone, and email — saved for next time
• Customer name and address for the invoice header
• Add line items with description, quantity, rate, and amount
• Optional discount (% or flat), tax rate, and payment terms
• Notes and payment instructions at the bottom

→ All fields validate in real-time. Totals update as you type.

Choose a template, pick your brand color, select a font, and upload your logo. The preview updates live as you make changes.

• 4 templates: Classic, Modern, Simple, Contractor
• 8 preset accent colors + custom hex color picker
• Font selection from Google Fonts (Lite/Plus plans)
• Logo upload — stored securely in AWS S3
• Plus users: save combinations as named presets

→ Your style preferences are saved automatically for future invoices.

See exactly what your customer will receive. The preview renders your chosen template with all your data, colors, fonts, and logo — pixel-perfect.

• Live preview updates as you edit any field
• Template-specific layouts with your accent color applied throughout
• Logo rendered at the correct size and position
• Line items, totals, and notes formatted professionally
• What you see is what the PDF will look like

→ No surprises. The preview matches the final PDF exactly.

Click download to generate a high-quality PDF. Fonts are loaded before capture to ensure crisp text rendering. The PDF is ready to print or attach to any email.

• High-fidelity PDF generation using html2canvas
• Font loading guard ensures correct font rendering
• Proper margins and print-ready formatting
• File named with your invoice/estimate/quote number automatically
• Free plan: 2 downloads/month. Lite: 25. Plus: 75.

→ Professional PDF ready to share in seconds.

Enter your customer's email and send the invoice directly from LeadDuo. They receive a professional email with your branding, invoice summary, and amount due.

• One-click send — no downloading and re-attaching required
• Professional email template with your company branding
• Invoice summary with key details in the email body
• Delivery tracking — know when it was sent
• Daily send limits: Free (limited), Lite (50/day), Plus (100/day)

→ Your customer gets the invoice in their inbox immediately.