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Average Ratings 0 Ratings

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ease
features
design
support

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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

Don't let another invoice go unpaid; you deserve compensation for your efforts. Keep all of your invoices and payments organized in one convenient location for easy management. Say goodbye to waiting for checks in the mail and receive your funds quicker with Neat's top-tier partner, WePay, a subsidiary of Chase. Your clients can conveniently pay through credit/debit cards or bank transfers. There's no need for compulsory upgrades to unlock the complete range of features—enjoy efficient invoicing for your products and services without hassle. You will only incur standard processing fees when customers pay using credit/debit cards or bank transfers. Experience the satisfaction of using a professional, efficient, and ready-to-use invoicing tool without the burden of subscription fees. Indeed, you can create and dispatch branded invoices in just a matter of minutes. While we do have a friendly chatbot on our website, it simply connects you to a real person when you need assistance. Additionally, you'll have unlimited access to personalized support from a Neat expert, ensuring that your needs are met at no extra cost, providing peace of mind.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

2Subscribe
Basecamp
Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
Quicken
SendGrid
Stripe
TurboTax Business
WePay

Integrations

2Subscribe
Basecamp
Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
Quicken
SendGrid
Stripe
TurboTax Business
WePay

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

CloudBooks

Founded

2013

Country

United States

Website

www.cloudbooksapp.com

Vendor Details

Company Name

Neat

Founded

2002

Country

United States

Website

www.neat.com/neatinvoices/

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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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

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