Beam: Smart Invoicing

Run your business in one app. No accounts, no setup. Just install and start creating Estimates, Work Orders, and Invoices. Your data syncs automatically with iCloud.

Beam is the all-in-one invoicing and field-service app built for freelancers, contractors, and independent professionals. Create, send, and manage estimates, work orders, and invoices — fast, offline-ready, and synced across all your Apple devices via iCloud.

Three Document Types Convert seamlessly between Estimates, Work Orders, and Invoices with one tap. All data carries over — clients, items, tasks, photos, notes, taxes, and discounts.

Items, Services & Timers Add products with pricing, photos, and profit margin tracking. Bill by Fixed Price, Hourly Rate, or Live Timer. Start, pause, resume, and stop timers that auto-calculate billable hours. Save everything as reusable templates.

Payments & Billing Track payments, deposits, refunds, and credit notes. Accept cash, card, check, PayPal, Venmo, Cash App, Stripe, and Square — send clients ready-to-pay links with prefilled amounts. Apply fixed or percentage discounts per document.

75+ World Currencies Full support across the Americas, Europe, Asia-Pacific, Middle East, Africa, and the Caribbean. Set a default currency per device or per client, with precise decimal rules for every currency.

Taxes Reusable tax profiles with custom names and rates. Apply multiple taxes per item, tax-exclusive or inclusive per document, and choose simple or compound calculation.

Professional PDFs & Sharing Generate polished PDFs with your logo, company info, and tax number. Share via Email, SMS, AirDrop, WhatsApp, or save to Files. Attach photos (public or private) and capture digital signatures shown directly on the PDF.

Reports & Insights Revenue reports with custom date ranges, tax breakdowns, service and product analysis, and a pipeline view of pending estimates and active work orders. Export to PDF or CSV.

Smart Notifications Pre-due reminders, due-date alerts, stalled payment follow-ups, and long-running timer warnings — fully customizable per document type.

More Features

• Client database with address book import
• 16 color-coded auto-calculated document statuses
• Contract terms and conditions
• Internal notes visible only to you
• Automatic sequential document numbering
• 5 built-in AI assistants: ChatGPT, Grok, Gemini, Claude, and Copilot
• 4 app icon styles — bilingual (English/Spanish)
• Guided onboarding with sample data

Free to Start Create up to 8 documents at no cost. Unlock unlimited documents with a weekly, monthly, or annual subscription through the App Store.

Your data lives in your personal iCloud — no third-party servers, no tracking, no ads.