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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.

Description

Send, track and collect payments quickly.

Workflow diagram

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

Documents

Working with Invoice


Client Portal: Invoices


Client Portal: Invoice Preview


Client Portal: Balance


Client Portal: Preferences