Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Effortlessly create your documents in just 20 seconds, and send them via email or traditional mail, while efficiently managing payments for all your clients. Simply send out estimates for online approval and transform them into delivery orders or invoices to ensure quicker payments. Utilize our recurring invoicing feature to automate the process, allowing SalenGo to handle the distribution of invoices directly to your clients at your convenience, letting you patiently await your payments. Monitor your expenses in real-time, evaluating your financial balance against forecasts and verifying with your bank account. Gain immediate access to your company's financial status and oversee your production team's activities based on your orders—all from a single platform. Instantly check the status of approved estimates, invoices that have been settled (or are still pending), and ongoing orders. Generate your personalized reports whenever you choose, and in real-time. Finally, alleviate your stress and put an end to the hassle of reminding clients about overdue payments, as we take care of everything for you! Plus, with our user-friendly interface, managing your financial tasks has never been easier.
API Access
Has API
No
API Access
Has API
No
Integrations
2Subscribe
Yes
Basecamp
Yes
PayPal
Yes
SendGrid
Yes
Stripe
Yes
Integrations
2Subscribe
No
Basecamp
No
PayPal
No
SendGrid
No
Stripe
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$26 per month
Free Trial
Yes
Free Version
Yes
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
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CloudBooks
Founded
2013
Country
United States
Website
www.cloudbooksapp.com
Vendor Details
Company Name
SalenGo
Country
France
Website
www.salengo.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
Yes
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes