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Description
Implement optional late fees for invoices that feature diverse term types such as Daily, Weekly, 15 days, and Monthly. Easily generate credit notes with just a few clicks, utilizing shortcuts for their creation and application. Each document will have distinct actionable boxes for credit notes to enhance organization. Seamlessly produce a Delivery Note from an invoice with a single click, and share or print Delivery Notes with the same ease as any other document. Make a lasting impression on your clients by selecting from a range of industry-specific watermarks that enhance the professionalism of your paperwork. Professional Invoicing allows you to offer discounts on products, which can be applied at the item level or invoice level, with options for pre-tax or post-tax calculations. Capture client signatures both online and offline to streamline approvals. Establish a unique identity for your business by printing a custom company seal or signature. Maintain precise records of time and work completed through timesheets, and incorporate time logs into documents to accurately bill your clients. This comprehensive invoicing system ensures that every aspect of your financial transactions is managed with efficiency and professionalism.
Description
This billing management solution simplifies the complex task of overseeing billing across various services, methods, and providers, empowering service providers to handle intricate pricing structures while streamlining billing processes. It employs a hierarchical account organization where the primary account represents the actual customer, with subordinate accounts responsible for invoicing. This structure not only creates a comprehensive view for each customer but also allows for customizable segmentation based on different criteria such as departments, geographical locations, or employee roles. Additionally, the solution supports assigning discounts, whether as a percentage or fixed amount, tailored to individual items or the entire invoice per document. It incorporates various document types that facilitate distinct financial transactions through specialized documents. Real-time reporting capabilities provide insight into key performance indicators that are relevant to the organization during the billing cycle. Moreover, the rich formatting options for documents enhance communication with clients, blending traditional methods with modern innovations, thereby ensuring clarity and engagement. This comprehensive approach ultimately leads to improved operational efficiency and customer satisfaction.
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
Vegantaram Technologies
Founded
2014
Country
United States
Website
www.professionalinvoicing.com
Vendor Details
Company Name
CMAS Systems Consultants
Founded
2001
Country
Portugal
Website
www.w2bill.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