The characteristics and simplicity you require! excellently crafted for the finest user interface and experience. The Business-Working Software For YOU! With affordable, scalable company software, start expanding. Find creative ways to send invoices to customers, handle customer data, interact with customers, and understand your company’s cash flow and net worth. Simple with integrated payment methods, one-click payment reminders, and online payment receipts.
For Business Owners
- See how reliable and user-friendly this accounting program is by observing the features listed below
- Keep track of company costs and revenue.
- Look at the company’s total net worth.
- Set a net worth objective.
- Dashboard for accounting showing both daily and monthly income
- All of your bank balances are immediately visible in Accounting Snapshot.
- Innovative graph for analyzing income and expenses
- Account Statement, Access Individual Account Statements
- Transactions are recorded by Contact. (Payer, Payee)
- Recording Categories
- View Income & Expense Reports by Date in Reports By Date
- You’ll adore the user interface and experience
Manage your Customers
- Learn about billing, a fresh concept, and innovation for managing client and business contacts.
- Build a customer database.
- Record activity, and view a customer’s complete history, the date of their purchase, and invoices. Record all of your customer’s behavior, including phone conversations, interests, etc.
- According to your business type, you have the choice of adding custom fields using custom fields.
- Engage in dialogue with your client Send your client an email immediately.
- Accounting Report for Your Client
- Examine Transactions to examine the customer’s specific transactions.
- Client profile – Keep a record of your clients’ profiles, including links to their Google Plus, LinkedIn, and Facebook pages.
- Add Customer Notes to Your Order
- Add a picture for your customer.
- Tag and filter customers using tags
Full-Featured Invoice Software
The most user-friendly and comprehensive invoicing solution. Billing Invoice is a straightforward, simple, and intuitive billing program made to assist you in creating the ideal invoice, tracking payments, and receiving payments online more quickly.
- Enables to create invoices easily
- Create invoices with your own logo, comments, and other changes.
- Set a net worth objective.
- From the portal, send the invoice straight to your client.
- Notify your Client with a Payment Reminder when the bill is paid and past due
- Access from anywhere using a custom invoice URL and token authentication
- Customers can receive invoices in PDF format with a single click.
- Separate look for the printer-friendly version, printer-friendly
- Integrate with payment gateways to receive payments online
- Create Recurring Invoices
- Transactions for Invoices Attached to Bank Accounts
- Partial Payment is a feature that allows you to keep records of partial payments for invoices.
- View the entire timeline of your particular invoice, along with Related Transactions and an email log that was sent.
Features
Manage contacts:
A feature of the CRM Accounts application that enables users to manage their contacts by adding, modifying, and deleting contact information.
Contact Activity:
A program that allows users to keep track of their contacts’ emails, calls, and meetings in order to learn more about their involvement and history of communication.
Contact information and picture:
A function that enables users to upload profile pictures to their contacts’ profiles, making it simple to recognize them visually.
Directly from the portal, send an email:
A feature that lets users send emails to their contacts straight from this CRM application, instead of having to switch to another email client.
Completely Functional Ajax Quick Invoicing:
A tool that enables users to swiftly and easily create and send invoices, with the possibility to customize and save invoice templates.
Recurring Invoice Creation:
A function that allows users to make invoices that routinely repeat at predetermined intervals, like weekly or monthly.
Send payment reminders and payment confirmations for invoices:
A utility that increases the likelihood that customers will make prompt payments by sending them emails as reminders and confirmations about their unpaid invoices.
Using a payment gateway to collect payments:
A function that enables users to execute online payments through integrations with payment gateways, making it simple for clients to pay invoices.
Track your earnings and expenses:
A tool that enables users to keep track of their company’s revenue and expenses and provides information about the company’s financial situation.
8 Tools for Reporting:
A group of tools that give users access to various reports, including financial, sales, and invoice reports, to aid in the making of data-driven choices.
Gorgeous dashboard for an instant view of your business:
A dashboard that offers users a quick overview of their company’s operations, along with important metrics and performance indicators.
Logging for auditing:
A program that keeps a record of every action you perform inside the application, giving you an audit trail for compliance and safety needs.
Supports multiple users:
Multiple user access to and simultaneous use of the CRM application, with user permissions that can be customized.
Completely branded, without a powered-by or copyright notice:
A feature that enables users to completely brand and customize the CRM application without the presence of any powered-by or copyright notices.
One-Click Backup of a Database:
A program that enables users to quickly make backups of the database used by their CRM application, protecting the integrity and security of their data.
Enhanced for optimum performance:
The program has been performance-optimized to guarantee a quick and effective operation.
Millions of random trades were created and tested:
The application has been thoroughly tested to guarantee reliable operation and performance, including the generation of millions of random transactions.
Supports email transmission via SMTP:
A function that allows users to use their preferred SMTP server when sending emails.
Templates for customizable emails:
A tool that enables users to personalize email templates for reminders, invoices, and other client communications.
Add a tag to customer transactions, accounts, etc.:
A feature that enables users to tag client accounts, transactions, and other materials, making it simple to categorize and search for them.
Notes to Customers and Contacts:
A tool that enables users to contribute notes to customer profiles, giving each consumer additional context and information.
Log of Email Messages:
A log that keeps track of every email sent and received through the CRM application, making sure users have a full record of their interactions with customers.