Sun Invoice helps small businesses create invoices, manage customers, track expenses, and understand profitability from one easy-to-use platform.
30-day free trial · No credit card required
INVOICE #1042
Issued Jun 10, 2026 · Net 15
$2,450.00
Custom Fields
PO-4402
Website Q2
Marketing
REF-1180
Website design
$1,500.00
Brand identity
$600.00
Consultation
$350.00
Total
$2,450.00
Built for US small businesses
Designed for freelancers, contractors, service providers, and growing teams.
Everything in one place
Invoices, estimates, customers, expenses, purchases, projects, and reports together.
AI-assisted, you stay in control
AI helps extract details from receipts and bills—review before saving.
01 — Why Sun Invoice
Practical tools that help you bill faster, track spending, and see how your business is doing.
Create professional invoices with custom fields your business needs — PO number, project code, contract reference, or any detail. Track payments and keep customer balances organized.
Personalized Details
PO Number
Project
Contract #
Department
Reference
Due Terms
+ Add any field your industry needs
Send estimates, manage approvals, and keep your sales process simple.
Use AI-assisted capture to register expenses and purchases faster with less manual work.
Access reports, exports, and profitability insights depending on your plan.
Add users and control access with privileges as your business grows.
Generate client statements by date range — view aging, export to PDF or Excel, and send by email. All your customers, expenses, and projects in one place.
02 — Pricing
Start with Lite and upgrade when you need more volume, users, reports, or automation. Prices are per month.
Every plan starts with a 30-day free trial — no credit card required.
For freelancers and small businesses starting with simple invoicing.
For growing businesses that need more volume, purchases, and better reporting.
For teams that need unlimited invoicing, advanced control, and profitability insights.
03 — Compare plans
Every feature, side by side, so you can pick the plan that fits your business today.
| Feature | Lite | Plus Most Popular | Pro |
|---|---|---|---|
| Monthly invoices | 20 | 100 | Unlimited |
| Estimates | 20 | Unlimited | Unlimited |
| Customers | 25 | 250 | Unlimited |
| Items | 100 | 1,000 | Unlimited |
| Expenses | 50/mo | 500/mo | Unlimited |
| Purchases | No | Yes | Yes |
| Providers | 10 | 100 | Unlimited |
| Projects | 1 active | 10 active | Unlimited |
| Users | 1 | 3 | 10 |
| Invoice templates | 1 | 2 | 3 |
| Remote branding | No | Optional | Yes |
| AI captures | 10/mo | 100/mo | 500/mo |
| Reports | Basic | Advanced | Advanced + profitability |
| Audit log | No | Basic | Yes |
| Export data | Basic CSV | CSV/PDF | CSV/Excel/PDF |
| Support | Standard | Standard | Priority |
Swipe horizontally to see all plans →
AI-assisted capture
With AI-assisted captures, Sun Invoice helps you register expenses and purchases faster by extracting key information from your documents and turning it into organized business records.
Add a document for an expense or purchase straight from your records.
Sun Invoice assists with reading amounts, dates, and providers to draft an entry.
Check the extracted information, adjust anything, and save it to your books.
Monthly AI capture limits
AI assists with extraction to save you time. Always review the information before saving — it is not a replacement for your judgment.
04 — Reports & Statements
Track invoices, payments, customers, expenses, and profitability. Generate client statements with one click.
Day-to-day visibility into your invoicing and expenses.
A deeper view of activity for growing businesses.
Full insights to understand what really drives results.
Client Statements
Select any date range to generate a full account statement for a client. See exactly what's current, what's overdue by 30, 60, 90, or 91+ days, and take action fast.
Aging Breakdown
Current
$2,005
1–30 days
$342
31–60 days
$0
61–90 days
$0
91+ days
$0
+ more rows
05 — FAQ
Everything you need to know about plans, features, AI captures, and statements.
A monthly invoice is an invoice created during the current billing cycle. Limits reset every month.
Yes. You can start with Lite and upgrade to Plus or Pro as your business grows.
Yes. Lite includes 20 estimates, while Plus and Pro include unlimited estimates.
Yes. Expenses are available in all plans. Purchases are available in Plus and Pro.
AI captures help extract information from receipts, bills, or purchase documents so you can register expenses and purchases faster. You should review the extracted information before saving.
Lite is ideal for very small businesses or freelancers. Plus is recommended for growing businesses. Pro is best for teams that need unlimited invoicing, profitability insights, audit logs, and priority support.
Yes. Lite includes basic CSV export, Plus includes CSV/PDF export, and Pro includes CSV/Excel/PDF export.
Yes. You can add personalized fields to any invoice — PO number, project code, contract reference, or any detail specific to your business. These fields appear on the invoice and help you keep records organized the way your workflow needs.
Yes. You can generate client statements for any date range, view an aging breakdown (current, 1–30, 31–60, 61–90, 91+ days), and send the statement directly by email, or export it as PDF or Excel.
Choose the plan that fits your business now. Upgrade when you need more volume, users, reports, or automation.
30-day free trial · No credit card required