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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.

Description

Experience limitless invoicing capabilities; send out as many invoices as you desire and only incur costs when payments are received. Your clients will conveniently receive their invoices via email and can easily pay through your customized branded form. Create tailored forms for any type of payments you wish to accept, ensuring they reflect your brand and appear visually appealing across all devices. Automate your contracts and subscriptions effortlessly with our adaptable recurring payment system that accommodates any billing frequency you require. You're able to charge your customers' cards at any time, and your account remains free of charge until transactions occur, benefiting from our competitive rates. Accept payments from all major credit cards, designed to function flawlessly and maintain an attractive appearance on any screen size. Customers can make payments from any device, while you can securely store their information for swift and hassle-free future transactions. Additionally, you have the flexibility to export your data whenever necessary for various applications, making management simpler and more efficient. In essence, this system not only streamlines your invoicing process but also enhances the overall payment experience for both you and your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
2Subscribe Yes 
Basecamp Yes 
PayPal Yes 
SendGrid Yes 

Integrations

Stripe Yes 
2Subscribe No 
Basecamp No 
PayPal No 
SendGrid No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CloudBooks

Founded

2013

Country

United States

Website

www.cloudbooksapp.com

Vendor Details

Company Name

Paycadence Payment Solutions

Country

United States

Website

paycadence.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Time and Expense

Activity Tracking No 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

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