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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Generate and dispatch professional invoices and estimates while receiving timely update notifications. Accelerate your payment process with options including cash, checks, ACH, credit and debit cards, as well as PayPal, ensuring you get paid promptly. Maintain oversight of your inventory to enhance your purchasing and sales strategies. The client portal enables your customers to monitor all their transaction history effortlessly. Empower your team to advance projects with straightforward planning and seamless communication. All files related to your tasks reside in one secure location, guaranteeing your team can access them whenever needed. Instantly locate clients, contacts, notes, and outstanding balances all in a single view. Monitor expenses related to your clients and easily incorporate them into invoices with just a few clicks. Accept payments in over 160 currencies, with exchange rates refreshed hourly. Analyze and distribute interactive reports while budgeting in real-time, eliminating the need to wait until the end of the month. Effortlessly search through all transactions and client information to quickly retrieve the data you need, enhancing overall efficiency. This comprehensive system optimizes your financial management and client interactions, streamlining your workflow significantly.

Description

Everything your business requires is conveniently located in a single platform! Generate invoices without the hassle of re-entering your clients' details each month, and effortlessly dispatch them via mail through our service. Enhance the professionalism of your invoices by adding your company's logo. All your quotes can be easily accessed in one centralized location, where you can also monitor total accounts receivable, individual customer debts, and invoice due dates. Additionally, all of your inventory data is consolidated, updating automatically with each transaction, be it a purchase or sale. You have the option to manage these calculations internally or grant your accountant access to your account for necessary updates. This access enables them to keep your records current or manage them directly within your premises. Understanding your income, expenses, and overall earnings is crucial; thus, we provide essential reports detailing your company’s financial status. You can track total sales, individual customer purchases, and the quantity of each product sold. Furthermore, you can also check the status of your bank accounts, MercadoPago, and PayPal, ensuring you remain informed about your financial landscape at all times. With everything organized in one place, managing your business finances has never been easier!

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PayPal
TheEye

Integrations

PayPal
TheEye

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$499 per 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

Servicejoy

Founded

2011

Country

United States

Website

servicejoy.com

Vendor Details

Company Name

Xubio

Country

Mexico

Website

xubio.com/mx/

Product Features

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

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

Alternatives

Alternatives