Team Collaboration
Manage multiple businesses or departments with our powerful team-based architecture. Each team has its own isolated workspace with separate clients, invoices, and settings.
Multi-Team Architecture
Complete Data Isolation
Each team operates in its own secure workspace with completely isolated data. This ensures privacy and prevents accidental data mixing between different businesses or departments.
- Separate client databases
- Independent invoice numbering
- Team-specific settings
Seamless Team Switching
Users can belong to multiple teams and switch between them instantly. Perfect for consultants managing multiple clients or businesses with multiple divisions.
- One-click team switching
- Remember last active team
- Visual team indicators
Personal Teams
Perfect for freelancers and solo entrepreneurs managing their own business
Business Teams
Ideal for companies with multiple employees collaborating on invoicing
Department Teams
Great for enterprises with different departments handling their own billing
Managing Your Teams
Create a New Team
Click 'Create Team' from your dashboard. Give it a meaningful name that represents your business or department. You can create unlimited teams.
Configure Team Settings
Add your company details including logo, address, and tax information. These settings apply to all invoices created within this team.
Invite Team Members
Add collaborators by sending email invitations. Team members can view and manage invoices based on their assigned permissions.
Set Permissions
Control what each team member can do. Options include view-only access, invoice creation, client management, and full admin rights.
Roles & Permissions
| Permission | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| View invoices | ✓ | ✓ | ✓ | ✓ |
| Create invoices | ✓ | ✓ | ✓ | ✗ |
| Edit invoices | ✓ | ✓ | ✓ | ✗ |
| Manage clients | ✓ | ✓ | ✓ | ✗ |
| Team settings | ✓ | ✓ | ✗ | ✗ |
| Invite members | ✓ | ✓ | ✗ | ✗ |
| Delete team | ✓ | ✗ | ✗ | ✗ |
Collaboration Features
Real-time Updates
All team members see invoice updates instantly without refreshing.
- • New invoices appear immediately
- • Status changes sync across users
- • Client updates reflect instantly
Activity Tracking
Monitor all team activities with comprehensive audit logs.
- • Track invoice creation and edits
- • See who sent invoices to clients
- • Monitor payment status updates
Shared Calendar
View upcoming invoice due dates and payment schedules.
- • See all team invoice deadlines
- • Track payment due dates
- • Plan cash flow together
Internal Notes
Add private notes to invoices for team communication.
- • Leave notes for team members
- • Track special client requests
- • Document payment arrangements
Team Management Best Practices
Organize by Purpose
Create separate teams for different business units, clients, or projects
Principle of Least Privilege
Grant only the permissions each member needs to do their job
Standardize Processes
Create team guidelines for invoice numbering and client management
Regular Reviews
Periodically review team members and permissions for security