Features

Dashboard
Important activities
  • See the latest activities
  • Access the most common features
  • Create invoices and estimates
  • Track overdue invoices
  • Add clients and expenses
  • Monitor the latest expenses
  • Click on the item to see its details
Estimates
Create estimates online
  • Create professionally looking estimates
  • Convert estimates to invoices with one click
  • Save estimates as PDF
  • Search for estimates quickly
  • Email estimates directly to your client
Invoices
Invoicing and recurring billing
  • Create professionally looking invoices
  • Select multiple products to add all at once
  • Search quickly for a specific invoices
  • View an invoice’s status and its outstanding balance
  • Create recurring templates
  • Save or email as PDF
Cash Flow
Cash Flow Management Software
  • Stay on top of your cash flow situation
  • Review your cash flow report Monthly or Daily
  • Include draft or overdue invoices in reports
  • Exclude delayed or bad debt invoices from reports
  • Adjust payment’s due dates
  • Check cash flow forecast for a specific time period
Clients
Managing your clients
  • Manage clients online
  • Import clients from Basecamp or Highrise
  • Search quickly by alphabet
  • Set default terms for each client
  • See the summary of a client’s account
Settings
All setting in one place
  • Manage your profile and settings
  • Refine notifications settings
  • Create default notes and memos
  • Brand invoices by uploading your company logo
  • Set your taxes and currency

Many other features

Explore more possibilities
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Items

Manage your items and services
Archive, if not required
Select favorite items
for quick access

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Expenses

Keep track of your expenses
Create recurring expenses
Find expenses by name or category
Run your expenses reports

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Reports

See reports for outstanding invoices
See reports for a specific client
View recurring templates report
View recurring expenses report

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