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
Items

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

Expenses

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

Reports

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