Invoicing with Client Portal Database
This preconfigured web-based database 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.
Free 14 day Trial
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
Structure
Documents
Screenshots
To help you make the system work for your needs, we have developed the following service program:
Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.
We offer free system configuration assistance (up to 4 hours of consulting work). If you decide that our database is not exactly what you need - you owe nothing.