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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

Experience a quick startup process by simply entering your personal information during Setup, allowing you to begin invoicing immediately. You can effortlessly add clients and products as needed, completing your invoice in just three straightforward steps. Sending invoices is a breeze, as you have the option to email them as plain text, in a universally readable format, as PDF attachments, or even both. This user-friendly invoicing software includes a fast item pick list and a template feature that lets you create new invoices based on previous ones, with convenient options for emailing or printing. Personalize your invoices by setting up your letterhead with your company logo, and take advantage of the auto billing schedule that automates the process for you. The system collaborates seamlessly with the credit manager to halt billing whenever the credit limit is reached. It is perfectly synchronized with all components of the program, including task management, email functionality, one-click invoicing, statistics, and much more. Additionally, it offers a multi-person appointment scheduler that works in conjunction with job and time billing, as well as a task manager. An extra To-do diary feature provides startup reminders, and you can easily generate quotes or estimates as needed. This comprehensive package ensures that managing your invoicing and scheduling tasks is efficient and straightforward.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

2Subscribe
Basecamp
PayPal
SendGrid
Stripe

Integrations

2Subscribe
Basecamp
PayPal
SendGrid
Stripe

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

The Scrambled Card Company

Website

www.invoiceit.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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