Invoicing with Client Portal
6/20/2007 by TeamDesk
This preconfigured web-based hosted application provides your team with a centralized environment for effective invoices creation and management, payments control and invoices delivery via e-mail.
Clients have access to their invoices and balance information through the Client Portal.
Structure
Description
Send, track and collect payments quickly.
The system allows to:
- Easily create and manage invoices
- Send invoices by e-mail
- Client can view own invoices and balance through Client Portal.
- Control Payments
- Application is completely customizable - you may add an unlimited number of custom fields and related tables
- Configure Record Change Notifications
- Configure Reminders
- Colorize Invoices depending on their due date or other factors
- Create Calendars, Timelines and Charts
- Create Summary Reports
