Quick actions
Start an invoice, quote or contact from one quick menu, without going through the full navigation.
Recurring invoices and payment tracking A place for every part of your work.
Keep your agency’s or independent business’s financial records, client information and daily plans organized together. Explore the tools you need.
Client accounts and paymentsInvoices and quotesRecurring invoicesCash, bank, companies and currenciesOverview and analyticsNotes and templatesTasks and remindersAppearance and device experienceAccount sharing and controlQuick actionsHome screen widgetsNotifications and remindersCategoriesItem suggestionsClient insightsTrash and recoveryApp lock and securityCompany profilePro plan
Browse features
Client accounts and paymentsInvoices and quotesRecurring invoicesCash, bank, companies and currenciesOverview and analyticsNotes and templatesTasks and remindersAppearance and device experienceAccount sharing and controlQuick actionsHome screen widgetsNotifications and remindersCategoriesItem suggestionsClient insightsTrash and recoveryApp lock and securityCompany profilePro plan
01
Client accounts and payments
See the financial picture alongside your day-to-day client work.
Client and supplier records
Keep contact, tax, bank and currency information in one record. Track both receivable and payable transactions for the same contact.
Balances, due dates and history
Review a contact’s invoices, quotes, recurring services and payments. Filter by period and transaction type to find what you need.
Bulk collections and payments
Allocate one payment across several invoices. Record partial or full payments and keep track of the remaining balance.
Account statements
Create a PDF statement of receivable and payable transactions. Share it or send it through your own email account.
02
Invoices and quotes
A consistent document flow from the first quote to a recorded payment.
Sales and purchase records
Create invoices with line items, quantities, unit prices, tax and currency. Follow advance payments, due dates and payment status in the same record.
Quote to invoice
Track draft, sent, accepted and rejected stages. Convert a sent or accepted quote into an invoice while keeping its line items.
PDF and email
Download, share or print invoices and quotes as PDFs. Use your company’s SMTP settings to email documents from your own address.
Payment reminders
Prepare a reminder with the outstanding amount for an unpaid receivable invoice. Email it with a PDF attachment or use your phone’s sharing options.
Organized items and categories
Arrange income and expense categories with colors and icons. Use previous item suggestions to enter similar work more easily.
03
Recurring invoices
Stop entering the same monthly services and regular expenses again.
Your own billing interval
Choose daily, weekly, monthly or yearly intervals. Set a start date, frequency and an optional total number of occurrences.
Automatic invoice creation
Let active services generate invoices when their period arrives. Pause, reactivate or extend a service as your work changes.
Upcoming billing periods
Review recurring transactions for the next 30 days and their monthly income and expense impact. Keep maintenance, hosting or consulting periods in view.
04
Cash, bank, companies and currencies
Know where the money is and which business it belongs to.
Cash and bank accounts
Create accounts with opening balances and record money in and out. Record internal transfers and review account history; no bank connection is provided.
More than one company
Manage separate companies under the same user account. Switch the active company to work with its contacts, documents and accounts. Multiple companies are included in Pro.
Multiple currencies
Choose your company’s reporting currency. Record transactions in other currencies and enter or update exchange rates automatically. Expand currency support with your plan.
Choose an account for each payment
Select the relevant cash or bank account when recording a collection or payment. Follow conversions between different currencies within the record.
05
Overview and analytics
See your business’s financial position through its daily activity.
Your position at a glance
See total receivables, total payables, net position and this month’s collections. Follow overdue invoices, upcoming due dates and recurring transactions.
Cash flow
Review recorded inflows and outflows, along with a cash forecast based on upcoming due dates. Plan with a clear view of the records behind the forecast.
Five analytics views
Explore Overview, Cash, Contacts, Categories and Quotes. Choose a month, quarter, year or custom date range.
Client and quote performance
Review contact balances, collections, income and expense distribution, and the acceptance status of your quotes.
06
Notes and templates
Keep client conversations and business information together.
General or client-linked notes
Attach a meeting note to a contact or keep it as a general note. Use pins, folders, colors and icons to build your own structure.
Blocks for the information you need
Use headings, text, lists, to-dos, callouts, information fields, tables and sections. Reveal or copy concealed information fields when needed.
Reusable templates
Start with structures for websites, hosting, domains, email and meetings. Save your own note structure as a template, too.
Automatic saving and search
Notes save as you work. Search titles and content; filter by folder, contact, pins or open to-dos. Personal notes are not included in shared client accounts.
07
Tasks and reminders
Turn a promise to a client into a clear next action.
To-dos connected to your work
Link a task to a contact or keep it general. Add a title, description, priority, date and optional time.
What’s on today?
Switch between Open, Today, Overdue, Upcoming and Completed views. Use contact and priority filters to find your next task.
Repeating tasks
Set daily, weekly, monthly or yearly repetitions. Choose how often a task repeats and, if needed, a total number of occurrences.
Mobile reminders
Enable notifications on a supported mobile device to use task reminders. Choose a reminder interval around the task’s date and time.
08
Appearance and device experience
Make the app you use every day fit the way you work.
13 color themes
Choose from 13 palettes, from Sunset and Pistachio to Lavender and Mono. Use light, dark or system appearance.
Your shortcuts, your choice
Choose the pages in your bottom navigation and arrange the quick-create menu. Reach a new invoice, quote, contact, task or note more easily.
Six languages
Use the app in Turkish, English, Spanish, Portuguese, French or German. Your language, theme and menu preferences follow the same account to a new device.
iOS home screen widgets
See your information from the home screen with Overview, Due Dates, Recurring and Cash widgets. Widgets are available on iOS only.
Device-specific app lock
Enable an app lock with Face ID or a fingerprint on supported iOS and Android devices. Manage lock and notification preferences separately on each device.
09
Account sharing and control
You decide which information to share.
Read-only client account sharing
With Pro, invite another Defter Pro user to view a contact’s account by email. They can view the records without changing them, and the recipient can use access for free.
Choose what is shared
Select invoice, quote, payment, recurring-record and IBAN visibility. Define how much history is included, then update or close access when needed.
A 30-day trash folder
Restore deleted records before their retention period ends. You can also manage permanent deletion from the trash.
Account and profile preferences
Manage your profile and linked sign-in accounts. Read privacy information inside the app and delete your account after reauthentication when needed.
MORE IN DEFTER PRO
Everything else you need, in the same app
Quick tools, security and settings that keep your records complete.
Home screen widgets
Use iOS widgets to put key balances and upcoming payments on your iPhone or iPad home screen.
Notifications and reminders
See all alerts in one place and get push reminders for due and overdue payments.
Categories
Organize your records with your own categories, colors and icons.
Item suggestions
Reuse items and prices you entered before when you write a new invoice or quote.
Client insights
Review a client’s activity over the date range you choose.
Trash and recovery
Deleted records stay in the trash for 30 days, so you can bring them back.
App lock and security
Protect Defter Pro with a passcode or biometric lock every time the app opens.
Company profile
Add your company details and logo, and choose the theme that appears on your documents.
Pro plan
Explore Pro sharing and advanced tools. Pro purchasing is coming soon.
Know what is included
Free forever
Defter Free is free forever. Invoices, quotes and recurring invoices are unlimited, with 10 active contacts, 1 company, your reporting currency and 1 foreign currency.
Pro · Coming soon
Pro purchasing is not open yet. Unlimited contacts, multiple companies, unlimited currencies and read-only client account sharing are part of Pro.
Defter Pro creates PDF documents for tracking. It does not provide official e-invoicing integration, bank connections, tax filings or multi-user team permissions.
Start with your first client record.
Add a contact and send a quote; the invoice, follow-up and payments stay in one place.