Easy to use professional Invoice CRM. This billing system can be integrated with our Enterprise CRM and/or can be customized for your needs.

What do you get:

Client account

  • SSL (all connection encryption, setup fee apply)
  • Advance secure by location
  • Accounts for your employee
  • Accounts for your client
    • View new invoices
    • Pay invoices
      • cheque or e-check
      • credit cards
      • Paypal
    • Invoice history
  • Invoice management
  • Clients
    • clients list
    • new client
    • update client’s password
    • upload client’s documets
    • mass mail to clients
    • export to CSV
    • campaigns and groups
    • PDF company label
    • export contact to VCF card
    • company location (google map)
    • view client log
  • Items (products, services, and other prices)
    • items list
    • items category
    • export to CSV
  • Invoices
    • invoice list
    • print invoice to PDF

      Client list

    • send invoice by e-mail
    • serial number support
    • generate shipping label with Bar code or QR code
    • notes in invoice
    • taxes support
    • warranty support
    • discount support
  • Payments
    • payment list
    • set payment method
    • export to CSV
    • PayPal payments
    • add copies of payment documents (check, wire, or other)
  • Expenses
    • expenses list
    • category
    • export to CSV
  • Your Leads
    • interests (category)
    • mass mail to leads by interests
    • export to CSV
  • Your suppliers
    • suppliers list

      Summary page

    • export to CVS
  • Super admin
    • add/edit new employee
    • set document templates
    • set e-mail templates
    • set client groups
    • set client campaigns
    • backup  your data

 

DEMO account available

 

 

Contact our sales representative