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Description
ClientAccessWeb serves as the cornerstone and gateway for our unified data systems. It allows clients to access everything required for overseeing secure and orderly account-level data, dashboards, secure messaging among clients and departments, reports, and task management between creditors and third-party receivables management vendors. Users benefit from a smooth integration with both the PayStream and Papyrus platforms, complete with tailored user access and permissions. The platform is designed for flexible customization to accommodate a diverse range of client requirements. Users can personalize color schemes, logos, and branding across the interface, ensuring a distinct brand presence and representation. Additionally, this adaptability enhances user experience and satisfaction, making it a preferred choice for many organizations.
Description
Trevidia is a versatile invoice generation tool that enables users to create personalized invoice templates, incorporating branding elements such as logos and color schemes. This platform also boasts client management features, payment tracking capabilities, and automated recurring invoices for enhanced efficiency.
Users can conveniently download invoices in PDF format, customize individual line items with applicable taxes and discounts, and set up reminders for overdue payments to ensure timely collections. As a web-based solution, Trevidia requires no installation, allowing users to access it from various devices with ease.
The system facilitates the storage of client details, monitoring of invoice history, and management of multiple clients simultaneously. Additionally, it offers features such as signature requests, options to duplicate invoices, and the ability to invite team members, further promoting collaborative efforts in managing invoicing tasks. With its comprehensive features, Trevidia streamlines the entire invoicing process while maintaining a user-friendly interface.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
FoodStorm
Starling Bank
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$13/month
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
Applied Innovation
Founded
2002
Country
United States
Website
appliedinnovationinc.com
Vendor Details
Company Name
Trevidia
Founded
2025
Country
United Kingdom
Website
trevidia.com
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
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
