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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

GoToMyAccounts allows your customers to view their account history, pay bills, and save payment methods. Customers can pay one or more invoices, or make partial payments to multiple invoices. All customer payments made through the portal will be automatically recorded and applied to QuickBooks. To notify customers when new invoices are created, or according to a set schedule, you can set up billing automation. Your notification emails can be filled with secure payment links that will allow users to log in and display a payment screen.

Description

InvoPlanner is an online invoicing tool designed specifically for freelancers, independent contractors, and small agencies. It provides functionalities for managing quotes, orders, delivery notes, advance invoices, partial invoices, and final invoices. Users have the ability to oversee customer and product information, manually log incoming payments, monitor outstanding balances, and set up reminders in three distinct phases. Invoices can be exported in various formats such as PDF, ZUGFeRD, and XRechnung. The software's interface and invoice templates are available in both German and English, catering to a diverse user base. The free Starter plan allows for the issuance of five invoices each month, supports four customers, and permits one user, all without requiring a credit card. Upgraded plans extend these allowances and introduce additional features like scheduled email delivery, recurring invoices, comprehensive reporting, and support for multiple users, depending on the specific plan chosen. This versatility makes InvoPlanner an appealing option for those looking to streamline their invoicing processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free; paid from EUR 4/month
Free Trial No 
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 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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

GoToMyAccounts

Founded

2010

Country

United States

Website

gotomyaccounts.com

Vendor Details

Company Name

Digital-e UG (haftungsbeschränkt)

Country

Germany

Website

invoplanner.de

Product Features

Billing and Invoicing

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

Product Features

Billing and Invoicing

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

Alternatives

Alternatives

No Alternatives
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