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Description

Your sales team can be empowered in the field. Real-time reporting makes it easy to manage your sales team from the office. The mobile app allows customers to sign estimates and invoices in the field. Invoices and estimates can include unlimited photos. Photos can be attached to invoices and estimates for proof of delivery, work done, or before and after. A complete customer summary is available on one screen. Balance due, invoice aging, and customer notes can all be viewed from the office or field. Real-time sales reports for customers, reps and items in the field. Report by day, week or month. You can quickly and easily manage all unpaid invoices. Mark invoices as paid and make edits.

Description

With just a computer and an internet connection, you can effortlessly generate a new invoice and send it to your client via PDF attachment in an email or through traditional mail (and yes, we handle the mailing for you!). Keeping tabs on payments and overdue invoices is straightforward, and you can access reports that illustrate your performance on a monthly basis. Once you experience the convenience of hassle-free billing, you will never want to revert to the old ways. While your clients may still prefer receiving paper invoices, there's no need to squander time and resources on printing, stuffing envelopes, or mailing them yourself. Our user-friendly plans allow you to modify your subscription monthly based on your needs. As long as you have a web browser, you can avoid the hassle of complicated software updates, as you will always have the latest features at your fingertips. The system is designed to be intuitive, intelligent, and adaptable. You can select any currency, customize fields, set due dates, and establish your terms effortlessly. In addition, your payment terms and footer can all be saved as defaults, streamlining the invoice creation process for future use. Plus, the flexibility of the platform means you can easily make adjustments whenever necessary.