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Description
ALTO Exchange provides a variety of services, including a submission portal, online dispute resolution for invoices, and the ability to transform field tickets, purchase orders, and work orders into invoices. Additionally, the platform supports approvals via email, mobile, and web applications, enables users to monitor payment statuses, manage project expenses, and schedule recurring invoices. With customizable workflows, the system also facilitates 2, 3, and 4-way matching, exception handling, and dispute management, while assisting with broker invoices, credit and collections, and statement reconciliation. In summary, ALTO Exchange is designed to streamline various administrative processes tailored to customer needs, ensuring efficient financial management and oversight.
Description
Experience a quick startup process by simply entering your personal information during Setup, allowing you to begin invoicing immediately. You can effortlessly add clients and products as needed, completing your invoice in just three straightforward steps. Sending invoices is a breeze, as you have the option to email them as plain text, in a universally readable format, as PDF attachments, or even both. This user-friendly invoicing software includes a fast item pick list and a template feature that lets you create new invoices based on previous ones, with convenient options for emailing or printing. Personalize your invoices by setting up your letterhead with your company logo, and take advantage of the auto billing schedule that automates the process for you. The system collaborates seamlessly with the credit manager to halt billing whenever the credit limit is reached. It is perfectly synchronized with all components of the program, including task management, email functionality, one-click invoicing, statistics, and much more. Additionally, it offers a multi-person appointment scheduler that works in conjunction with job and time billing, as well as a task manager. An extra To-do diary feature provides startup reminders, and you can easily generate quotes or estimates as needed. This comprehensive package ensures that managing your invoicing and scheduling tasks is efficient and straightforward.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Innovation Centric Group
Founded
2011
Country
Canada
Website
www.icgteam.com
Vendor Details
Company Name
The Scrambled Card Company
Website
www.invoiceit.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
