Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
InvoPlanner is an online invoicing tool designed specifically for freelancers, independent contractors, and small agencies. It provides functionalities for managing quotes, orders, delivery notes, advance invoices, partial invoices, and final invoices. Users have the ability to oversee customer and product information, manually log incoming payments, monitor outstanding balances, and set up reminders in three distinct phases. Invoices can be exported in various formats such as PDF, ZUGFeRD, and XRechnung. The software's interface and invoice templates are available in both German and English, catering to a diverse user base. The free Starter plan allows for the issuance of five invoices each month, supports four customers, and permits one user, all without requiring a credit card. Upgraded plans extend these allowances and introduce additional features like scheduled email delivery, recurring invoices, comprehensive reporting, and support for multiple users, depending on the specific plan chosen. This versatility makes InvoPlanner an appealing option for those looking to streamline their invoicing processes.
Description
Sumlino offers a web-based solution for invoicing and customer management, catering to freelancers, small enterprises, studios, educational institutions, and community organizations. Its users can generate customized invoices, quotes, and credit notes while efficiently managing customer groups, tracking hours and business trips, and converting documented work into preliminary invoices. Online acceptance of quotes is facilitated through an email code, enhancing user convenience. Additional features encompass receipt uploads, the ability to set up recurring invoices, stock management, imports of bank statements, bookkeeper access, and data export capabilities. Payment processing is supported by Mollie, which provides options for payment links and direct debit, although each collection period requires prior approval. The platform is accessible in both Dutch and English languages, ensuring a wider reach. New users are granted five complimentary documents before transitioning to a pay-per-document model or opting for an Unlimited subscription. An optional AI extraction feature aids in processing purchase invoices, which must be reviewed by users prior to import. Furthermore, Dutch calculators and useful guides can be accessed without needing an account, although direct tax filing and automatic bank feed functionalities are not part of the offering. The comprehensive nature of Sumlino makes it an ideal choice for those seeking efficient financial management tools.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free; paid from EUR 4/month
Free Trial
No
Free Version
Yes
Pricing Details
EUR 0.75/quote excl. VAT
Free Trial
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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)
No
In Person
No
Vendor Details
Company Name
Digital-e UG (haftungsbeschränkt)
Country
Germany
Website
invoplanner.de
Vendor Details
Company Name
WebInferio
Country
Netherlands
Website
sumlino.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Alternatives
No Alternatives