Manage your Customers, Contacts, Invoice templates, Customer specific settings that are necessary for your billing needs.

• Manage Customers, Contacts & billing related details
• Create single or multiple Invoice templates per Customer
• Dynamic insertion of PO/project/resource IDs while creating the invoices
• Automatic naming of Invoice & Timesheet file attachments as per your defined standards
• Predefined email templates to send invoices to your clients including To, From, CC, BCC, Subject & Email Content settings
• Email receipt acknowledgement tracking & follow-ups
• Supports Invoice Taxes, Adjustments, Credit memos etc
• many more invoicing options per template

Once Invoice templates are setup, you can create either manual invoices or automated recurring invoices based on template settings

• Create manual invoices by inputing Hours, Rate, Description
• Automate recurring invoices based on template settings
• Supports multiple line items per Invoice
• Quick & easy way to create and send invoices to your customers

Enter payments, apply to open invoices and track aging reports

• Enter payment receipts into your database
• Apply payments against open Invoices
• Track open, paid & partially paid invoices
• Various formats of Aging reports
• Automatic delivery of reports at scheduled intervals

Event based & time-based alerts coupled with email triggers relieves you from performing additional tasks of notifying other stake holders or even keep track of actions to be performed at a specific time.

• Notify users of certain actions with pre-defined email templates
• Facilitate effective collaboration within team
• Send automatic Past due alerts, Invoice due reminders etc
• Supports user level customizations
• Job scheduling tools allow you to send reminders, alerts at specified intervals
• Automatic delivery of reports at scheduled intervals