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Invoice processing dashboard

With Retool, you can build a tool to create customer invoices and manage quotes for the various services you provide. From there, you can enable the ability to download documents as PDFs or send them for electronic signature. See all of our integrations here.

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Industry

Financial ServicesEcommerceMarketplaces

End users

OperationsCustomer Support

Components

Text
Dropdown
Text Input
Date and Time Picker
1+
Invoice processing dashboard
Components

Build from a handful of drag-and-drop components

Text
Text provide context for users processing invoices.
Dropdown
Dropdown surface invoice templates using a dropdown menu.
Text Input
Text Input use text inputs for custom fields like address and postal codes.
Date and Time Picker
Date and Time Picker select due dates and time windows with a date and time picker.
Button
Button trigger actions like export a PDF or email an invoice with buttons.

Data source

The example shown above pulls in financial data from Airtable, Zapier, Google Docs, and SignNow. Retool connects with dozens of APIs and data sources out of the box. See all of our integrations here.

Step 1 Create resource1. Create resource
Step 2 Read data2. Read data
Step 3 Connect data with UI3. Connect data with UI

From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers↗

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“

Retool is incredible. It's been a critical for our ops from the start, and is the reason we’re able to scale so quickly. And the on-prem version with access controls & audit logs makes it easy to meet our compliance requirements.

Pedro Franceschi

Co-founder and CTO at Brex

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