Our invoicing system lets you create invoices and keep track of multiple user accounts, various quotations, and critical billing information in one place with ease.
You can operate your business and monitor the financial data to ascertain valuable insights by installing our invoice system. Our developers built flexible software to suit it according to
your business needs and enable you to customize the details in compliance with your enterprise and stakeholders. The viability of our invoicing software assists you in scaling your business and
growing for the long term.
Dashboard:- Our dashboard will summarize the invoicing information and display an overview of different components. You can view the status of invoices, quotes, projects, and tasks in a single place. It allows you to add a client, create an invoice, a quote, or enter any payment in a few minutes. It helps you to get a gist and plan your bills accordingly.
Clients:- You can manage several clients and manage all of them in a particular section. Under the add client option, you can add credentials of the client like full name, address, personal info, contact details, and tax information. It will take a few seconds to enter the details of any new client, and you can view the same particulars, modify them, and draft an invoice or quote then and there.
Quotes:- Monitor and create quotations under one tab in our software. You can add citations without any trouble by entering details like client name, date, invoice group, and upload the pdf of quotation. View quote option will show details like amount, client name, the due date and allow you to delete, download, or send an email to the client directly from there. It also displays the state of quotations, whether they are approved, passed, canceled, consigned, or rejected.
Invoices:- Our software will organize your invoicing process and save time as you can create customer or client invoices in a moment. You have to select the view invoice to see all the invoices in line with detailed information like client name, amount status quo, amount, balance, due date. Modifying any detail such as payment method, quantity, price, discount, tax rates is an easy task in our software. You can add a new row, task, or product hassle-freely. There is no need for making new invoices for recurring clients as you can directly add them to the recurring invoice and supervise the transaction.
Payments:- The payment process of transactions becomes manageable with the help of our software. You can enter the payment information by giving details like invoice, date, amount, payment method, and note. View option allows you to see the payment record in one place, and you can edit the details anytime. Our software stores the payment logs securely, and you can view them just by clicking on view online payment logs. It displays details such as payment date, invoice, transaction status, payment provider, provider response, and transaction reference.
Products:- Our software assists you in the expansion of your business. You can add any new product details like product name, description, provider name, purchase price, tariff, product unit, tax rate, and much more to scale your organization. There are options to view product details, product families, product units, and modify them according to your requirements at any time.
Tasks:- It will help you maximize productivity by dividing the work into tasks and filling in minute details like description, price, tax rate, finish date, status quo, and project information. You can view all the tasks and edit the changes if there are any. There is an option to create a project where you can name the project and add a client. Monitor all your projects by viewing all of them in a single place and alter details at any moment.
Reports:- Keep track of your financial progress with our invoicing system. The reports will give you insights and help you to make effective futuristic decisions. You can filter out past monetary transactions by a specific period and observe the pattern. Extract sales information by the client and particular date and analyze the records to plan the future structure. See the payment history of any date in a moment and track the shifts.
User profile:- In the user profile section, you can change the details of your account like name, company name, email address, language, user type, street address, taxes information, and contact details. You can edit information any time you want without any hassle.
Settings:- It is the place where you can change the default mode effortlessly just by clicking on the settings icon.
- Custom Fields:- This option gives you the liberty to customize any field of your client. You can modify any information in a matter of seconds and group it in a different category, change the label, type, order, click on a particular category and reform it according to your enterprise.
- Email templates:- Draft your email template and update it according to you in the template section. You can design the layout of your template and strengthen the bond between you and your stakeholders. There is no need for writing a separate one every time as you have to click on the templates, enter the receiver details, and send it momentarily. Email tags are also available to associate dynamic information that will automatically show up in the text field.
- Invoice Groups:- The invoice group represents the status quo, id of the invoices that you can alter at any moment. You have to click on the edit option to configure that particular invoice’s name, next id, left pad. There are template tags for the identifier that enables you to enter additional detail like client name or invoice number. Identifier formatting field allows you to choose a tag that will iteratively display in the text field.
- Invoice Archive:- The invoice archive is a history of all the invoices. Our invoice safely secures all the past invoices of your business so that you never misplace anything important. You can click on the particular invoice and download the pdf in a second.
- Payment Method:- There are different payment modes that you can opt for in our software without any trouble. You can select any payment method like cash, credit card, Neft, and change it any time in a matter of seconds.
- Tax rates:- Adapt to the new government policies and tax rate without any hard work. You can comply with the different rules and distinguish diverse taxes by their names and percent. Taxes play a crucial role and sometimes become a hectic task to manage. Our developers have designed the software to lighten the burden of handling taxes for your organization.
System Settings:- System settings give you control to modify the default setup and reform it as per your suitability. It provides everything in one place and saves your time. You can adjust the details related to the amount, dashboard, interface, logo, theme, language, and other primary information of our software. Other than that, you can remodel the entire structure of invoices, taxes, quotes, email, online payments, projects with a few keystrokes and run your business smoothly. Update the software to the latest version for effective management of trade billing.
Import data:-Save the data in your system by clicking on import. You can ascertain details of any client, invoice, quote, product items, payment mode, and every other crucial element on a single click.