Get Paid Instantly
Send digital invoices via email, SMS, or by manually sharing a link. Your customers can conveniently pay online with a credit/debit card, online banking or e-wallet. Accept payments through multiple channels, and view them in real-time right next to invoices for easy reconciliation.
Monitor Payment Status 24/7
Our platform enables round-the-clock invoice tracking to optimize cash flow visibility. Instantly check the real-time payment status of every online invoice as paid, unpaid or overdue from one centralized hub accessible anywhere - on a laptop, tablet or mobile phone. payment tracking together on our comprehensive cloud-based platform for efficient business financials.
Automate Ongoing Client Billing
Stop wasting time recreating the same invoices over and over. Our e-invoicing platform allows creating recurring invoices for repetitive services so you can easily set up automatic daily, weekly, monthly or annual billing for ongoing client charges based on flexible schedules. Customize recurring schedules, automatically send invoices on preferred dates, apply discounts, track payments in real-time and modify plans as needed - all in a few simple clicks. Streamline invoicing operations for long-term client relationships and tap into consistent revenue streams without ongoing manual hassle.
Proactive Payment Follow-Ups
Get paid faster with automated payment reminders triggered to meet your business needs. Conveniently configure reminder rules based on due dates or custom schedules - send automatic email or SMS alerts before, on or after the invoice deadline. Or manually trigger one-off reminders for individual late invoices with a single click. With flexible, automated follow-ups, reduce receivables ageing and cut manual chasing efforts while maintaining positive client relations.
Streamline Billing with Custom Product Catalogs
Stop wasting time recreating common invoice line items from scratch. Instantly select from customized product and service catalogues to quickly build quotes and invoices with one click. With customizable catalogues, breeze through order creation, accelerate document generation and ensure billing accuracy.
Automate Accurate Billing Calculations
Stop manually figuring out tax and discount amounts invoice-to-invoice. Configure tax rates and set up reusable discount rules based on percentages, amounts, or quantity breaks in our platform once. Then automatically apply correct taxes and current discounts to all billings upon adding products, services, and fees in just clicks - calculations done for you accurately every time. With automated billing calculations, speed up order completion, minimize errors, ensure pricing consistency across client base, and accelerate cash flow with bulk targeted promotions.
Log Offline Transactions in One Place
Consolidate records for all client payment types with seamless tracking of cash, cheques, bank transfers, and more offline modes in our integrated billing platform. Quickly generate professional custom payment receipts to match your business's branding. Reduce data reconciliation hassles by unifying both digital and offline payment, invoicing and receipting workflows in one cloud-based management and analytics hub.
Share Professional Detailed Payment Confirmations
Close the loop with customers by providing polished itemized digital or paper receipts automatically after any payment transaction. With a few clicks, foster trust and set your business apart sharing itemized payment receipts packed with the optimal level of professional detail.
Quotations
Streamline the path from quote to getting paid by allowing clients to instantly approve quotations remotely from any device. Share customizable quotations packed with product/service details, rates, discounts, and terms for fast easy client review and consensus. Upon secure client approval with an e-signature, automatically convert estimates into professional invoices in one click ready for immediate payment processing. By condensing a typically slow manual quote-to-invoice sequence into fast-track digital workflows, cash changes hands quickly. Remove obstacles, speed up cycle times and improve customer experience driving revenue.
Close Deals Faster with Digital Signatures
Accelerate business agreement execution by creating quotations and securing client e-signatures in one unified workflow. Skip printing, scanning, and emailing contracts that delay deal progress. Instead quickly build agreements with drag-and-drop form editing and reuse of core legal language on our digital platform. Then share online contracts for client e-signatures to instantly make binding preparations for services and payments. With streamlined contracting and approvals, you progress from handshake to delivery faster while projecting professionalism.
Optimize Sales Funnels with Instant QuotationTracking
Close more deals by getting real-time visibility into client quote engagement crucial for accelerating decisions and deal progression. Track individual estimate statuses like delivered, opened, and viewed and assess client interaction with embedded rich media.
Streamline Revisions with Customizable Quotes
Keep deals progressing amid shifting customer needs with instant in-platform quote customization. If clients require changes to products, services, rates or terms during a proposal's lifetime, support fast iterations with customizable quotes. Allow customers to directly submit amendment requests detailing required alterations like new quantities, items, delivery dates or pricing right within a quote. Instantly assess feasibility, resend modified proposals, and finalize updated agreements without starting over.
Close Bigger Deals Faster With Multi-Option Proposals [Pro]
Stop limiting customer options and expedite global project scoping by structuring flexible quotations with multiple service packages and deliverable configurations to meet varying budget needs. Make high-value upselling easier by showcasing tiered options - from essentials to premium extras - for key offerings in a single, standardized template.
Accelerate Time-To-Revenue With Automated Estimate Conversion [Pro]
Stop losing momentum after quotation acceptance by instantly converting positive customer decisions into collectable invoices with a single click. Our platform ties proposals directly to payment collection by automatically transforming approved estimates into professional, invoices ready for immediate payment processing. Skip manual recreation of line items, terms or paperwork when deals conclude in your favour. Instead trigger automated conversions so deals seamlessly progress to completed payments, not just promises. With our proposal-to-invoice automation, you go from quote to revenue realization faster by reducing drag, decision delays and human paperwork latency.
Build Client Profiles Effortlessly Over Time
Stop struggling to manually gather and retain key customer data. Our platform empowers subtly cultivating complete client profiles over time through natural billing interactions. As you create invoices, receive payments and exchange conversations, customer names, emails, phone numbers, addresses and order histories automatically populate secure centralized profiles - no forms required.
Centralized Billing & Cash Flow Analytics
Make smarter moves with an integrated dashboard granting real-time visibility into all billing activity from estimates to invoices to payments. Leverage built-in analytics across locations, staff, customers and items to inform promotions, inventory orders and operational decisions. With an eagle eye for comprehensive business analytics, proactively manage finances.
Flexible Reporting Across All Metrics
Move beyond static reporting with customizable reports aggregating metrics both financial and operational for regular optimized business planning. Flexibly select data fields to feature by location, employee, customer, item and more. Schedule report generation based on routines like end-of-month close. Export or share finalized reports in ready formats like CSV while saving templates for improved consistency.