Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.
Description
Monitor your invoice transactions by receiving notifications on when your client views, downloads, and settles their invoice. Implement automated invoicing that regularly generates and dispatches bills to your clients on a set timetable. Additionally, we will send automated reminders for any invoices that remain unpaid past their due date. You will receive a comprehensive Statement of Success that clearly outlines your earnings for easy comprehension. Design a user-friendly online store that reflects your unique colors and branding. Generate quick checkout links to facilitate sales through social media platforms and email communication. Additionally, you can create embedded buttons that direct customers to the checkout page and place them on your website. Enjoy rapid product creation with a variety of features included, and efficiently filter and manage the statuses of your sales orders. You can also categorize your invoices based on criteria such as invoice number, client, date, amount, and payment status for better organization. This streamlined approach ensures you stay on top of your financial activities with ease.
API Access
Has API
No
API Access
Has API
No
Integrations
2Subscribe
Yes
Basecamp
Yes
ERPLY Books
No
Easyflow
No
PayPal
Yes
Quickwork
No
SendGrid
Yes
Square Appointments
No
Square POS
No
Square Payments
No
Integrations
2Subscribe
No
Basecamp
No
ERPLY Books
Yes
Easyflow
Yes
PayPal
No
Quickwork
Yes
SendGrid
No
Square Appointments
Yes
Square POS
Yes
Square Payments
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CloudBooks
Founded
2013
Country
United States
Website
www.cloudbooksapp.com
Vendor Details
Company Name
Emit Knowledge
Founded
2012
Country
Macedonia
Website
www.envoice.in/
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Time and Expense
Activity Tracking
No
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes