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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Experience limitless invoicing capabilities; send out as many invoices as you desire and only incur costs when payments are received. Your clients will conveniently receive their invoices via email and can easily pay through your customized branded form. Create tailored forms for any type of payments you wish to accept, ensuring they reflect your brand and appear visually appealing across all devices. Automate your contracts and subscriptions effortlessly with our adaptable recurring payment system that accommodates any billing frequency you require. You're able to charge your customers' cards at any time, and your account remains free of charge until transactions occur, benefiting from our competitive rates. Accept payments from all major credit cards, designed to function flawlessly and maintain an attractive appearance on any screen size. Customers can make payments from any device, while you can securely store their information for swift and hassle-free future transactions. Additionally, you have the flexibility to export your data whenever necessary for various applications, making management simpler and more efficient. In essence, this system not only streamlines your invoicing process but also enhances the overall payment experience for both you and your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stripe
2Subscribe
Basecamp
PayPal
SendGrid

Integrations

Stripe
2Subscribe
Basecamp
PayPal
SendGrid

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

Paycadence Payment Solutions

Country

United States

Website

paycadence.com

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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