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.

Industry

Financial ServicesEcommerceMarketplaces

End users

OperationsCustomer Support

Components

Text

Text

Dropdown

Dropdown

Text Input

Text Input

Date and Time Picker

Date and Time Picker

1+
Invoice processing dashboard

Build from a handful of drag-and-drop components

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

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
pedro-franceschi
Brex Icon

Pedro Franceschi

Co-founder and CTO at Brex

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.

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