Invoice Template for Softr Consultants
Softr consulting is primarily about building client-facing portals and membership sites on top of Airtable — which means I'm responsible for both the data structure and the user experience simultaneously. My biggest billing challenge is scoping the Airtable data model work, which is often as much work as the Softr build itself but clients see it as 'just a spreadsheet.' The second challenge is billing for user authentication setup, which Softr makes easy but configuring correctly requires careful planning.
No credit card required
What to include on your invoice
Softr consultants bill across build, data, and portal categories. Softr Site Architecture covers planning the page structure, navigation, and component layout for a Softr site or client portal before building begins — a strategic step that prevents costly rebuilds. Client Portal Build refers to building a Softr portal where clients or external users can log in to view their data, submit forms, and access resources — configured with Airtable as the backend. Membership and Gated Content Setup covers configuring Softr's user groups, login system, and conditional visibility rules to show different content to different user roles. Airtable-Softr Integration Design refers to structuring the Airtable base specifically for Softr's query requirements — proper record relationships, filtered views, and field permissions that make the Softr app fast and correct. Custom Domain and Branding Setup covers connecting a custom domain, applying the client's brand colours and logo, and configuring SEO metadata across all pages.
How to price your work
Softr consultants price portal builds at $500–$3,000. Membership site setup: $800–$2,500. Airtable-Softr integration design: $300–$1,000. Full client portal (data + build + branding): $1,500–$5,000. Ongoing maintenance: $200–$600/month. Softr is most popular with agencies building portals for their own clients — which creates an opportunity for white-label consulting partnerships where you build for the agency's clients as a subcontractor.
Getting paid faster
Softr clients are often agencies or coaches who use the portal to deliver value to their own clients — meaning your work enables their business directly. Frame your invoice around this: 'This portal will save your team 10 hours/week in manual client reporting.' ROI framing makes approval easier because the client sees the business case, not just a cost. For agency clients, offer a referral discount for introductions to other clients who need portals.
Create your Softr Consultant invoice in 3 minutes
Auctron generates professional invoices in seconds. Send by email or link. Get paid faster.
Start free — no credit card