Features
Clients
Adding and managing clients will never be the same again. Its smart, fast and adapts to any business
Auto complete item names when creating invoices to save time
Managing items and inventory is more simplified than ever. Get low stock alerts and quick reports on item sales to make important business decisions.
- Create items in seconds
- Smart search
- Import and export data
- Pre-define taxes
- Add SKUs
- Track inventory
Clients can view their documents using a secure link
Clients can view their invoices, estimates and projects using a secured link
100% inbox delivery
With premium SSL and white label IPs, 100% of your invoices and estimates will always land in your customer’s inbox.
Add client staff
Add unlimited client staff and send them SMS alerts when you send invoices or estimates
Recurring billing
Create recurring billing schedules for clients and set automated payment reminders
Alerts
Know when your client opens an invoice, estimate, a reminder or makes a payment
Automated statements
Send automated client statements weekly, monthly or yearly to get snapshot of their paid and outstanding invoices
(Coming soon)
Credit notes
Create credit notes against invoices or specific to clients
(Coming soon)
ACH Payments
Add client account details and setup bank to bank transfers for lesser transfer fees
(Coming soon)