Cloud Invoicing
Quotes, invoices, payments and client administration from virtually anywhere.
A secure web-based business invoicing system for managing customers, quotations, invoices, payments, reminders, expenses and client portal access.
Cloud Based
Data is stored on a secure web server and accessed through a unique URL, username and password.
Multi-User
Multiple administrator users can be configured for the business.
Browser Access
Use a modern web browser, with mobile access or app options where supported.
PDF Ready
Quotes and invoices can be downloaded for filing, printing, email and WhatsApp.
Business Dashboard
See the information that matters.
Dashboard widgets can surface outstanding invoices, payments, quotes and reporting periods so important client administration is visible quickly.
Client Management
Store company name, registration number, postal and shipping addresses, multiple contacts, phone numbers and email addresses. Create a client directly or while preparing a quote or invoice.
Products & Services
Maintain product codes, descriptions and prices. Products can be added, edited or removed, and new products entered during quote/invoice creation can be retained for future use.
Quotes
Create client quotations with expiry dates, email delivery, PDF, portal access, approval, signature where enabled, duplicate/copy functions and conversion to invoice.
Invoices
Create invoices with notes, document attachments, deposits or partial due amounts, invoice date, due date, terms and custom terms where needed.
Payments
Record full or partial payments, allocate deposits and track the remaining balance against invoices.
Automated Reminders
Configure reminders before the due date, on the due date, after the due date and recurring overdue follow-ups.
Client Portal
Give clients secure access to their account documents.
Where enabled, customers can access invoices, quotes, payments, statements and documents. Access can use secure client credentials or secure links depending on configuration.
- View invoices and quotes
- Approve quotations where enabled
- Access payments and statements
- View shared documents
- Use secure links or credentials depending on setup
PDF Documents
Quotes and invoices can be downloaded in PDF format for filing, printing, email or WhatsApp.
Templates
Standard invoice and quote templates can be branded within supported limits. Extensive custom layout work is scoped separately.
Vendors & Expenses
Maintain vendor records, track business expenses and link expenses to vendors for clearer administration.
Error Correction
Erroneous transactions or documents can be corrected or deleted where system permissions and the applicable accounting process allow.
Move business invoicing into the cloud.
Request a setup discussion for your business, users, branding and workflow requirements.
Request Cloud Invoicing