Tag - Online Invoicing Software

Benefits of Efficient Online Invoicing for Small Businesses

invoicing software for small business


Do you know? It takes almost 25 minutes for an accountant to create an invoice manually. Starting from filling out client details to creating an itemized list, adding taxes and later on making exact calculations for completing the invoice.


While the same process of invoicing when handled with a small business invoice software generally takes up to 4-5 minutes, as suggested by random small business owners using online invoice software for small businesses. The reason that helps them compress time is held with the artificial intelligence of such invoicing portals. Invoicing software allows you to save taxes, client information and other information for invoicing with the cloud for future communications & invoice creations. Simply select items from drop-down lists and you’re good to go. Moreover, no more manual calculations!


Let’s have a look over 11 huge benefits of Billing Software for Small Businesses: 


1. Automation makes processes improved and faster


Using advanced billing software for small business generates invoices automatically and quickly, and such automatically-generated invoices have much fewer mistakes in compared to manual billing. It makes your business look more professional, which, in turn, brings a positive attitude towards your company in the minds of your customers.

Furthermore, this kind of technology-powered software keeps your customers reminded of their due payments, and when they are unable to pay on time, then the system generates an invoice with late fees to give your customers a clear idea of the whole amount to be paid.


2. Simple Payment Method



As you know, the more payment options somebody has, the easier it will be for them to pay. When 30+ payment gateways appear to your clients, they can pick the most convenient one for them to pay you.

According to business experts, convenience plays a very important role in customer retention. In a nutshell, customers stay for the long term with those service providers offering comfortable services.


3. Exact and Detailed Financial Analysis 

Latest technology-powered small business invoice software has innumerable features to allow their users to have exact and detailed financial records like their payments due, receivable amounts, taxes, etc.

It not only helps them get an accurate invoice generated, but it also allows to make further plans and strategies having an exact of their budget. And, the business can take risks as per the budget for its growth.


4. Better Database Management 


Manual database management becomes a long-term and tedious task requiring a bunch of efficient accountants. The solution to this problem lies in using online invoicing software for small business with advanced features to manage your clients all purchase orders and payment records properly and fast.

It gives birth to a sense of security in your customers’ minds concerning their data security, which makes them set you apart from your competitors.


5. Handle your Subscription Business 


Do you own a subscription-based business and send invoices to your customers on a monthly or weekly basis?

If yes, then we can understand the troubles you face in preparing bills manually. Banking on advanced billing software for small business with subscription feature can be wise for you, as it will generate invoices and send them to your customers on a regular basis to make it look more professional and serious.

This way, you impress your customers with your punctuality, and they tell their friends and relatives about your timely service system, thus bringing more new clients and customers to you.


6. Easy Staff Management 


As a business, you must be aware of the value of your business staff. But, managing them becomes quite difficult for you, especially if you are off the office. So, how to conquer this issue?

Go for modern invoicing software for small business coming with the feature of staff management. It helps you be present virtually in your office and keep your staff accompanied by you. Mistakes and misunderstandings are common when your staff is working on a project without your guidance.

If you guide them properly by using such modern software systems in giving them permissions, accessibility, advice, latest information, then they will complete the project with flying colors, thus winning your clients’ hearts.

Additionally, you will have a detailed timesheet of your workers by using such software.


7. Customized Invoicing with the Best Invoicing Software for Small Business 

Every business wants to be unique, thus requiring its own different template as per its specific needs. So, here the requirement of customization comes into play.

And, customized templates allow businesses to generate invoices differently, and hi-tech billing software for small business can generate such invoices by providing businesses with customized templates.

In the market, looking and giving something unique and different is one of the best tips to grow your business.


8. Track and Manage your Expenses

Manual expense management and tracking become very difficult, leaving the businessman confused in when, where, and how to spend due to the consumption of too much time and innumerable errors. An advanced small business invoicing software system with the expense management feature allows the businessman to know exactly where their money is going.

Moreover, it allows them to know if their expenses are over the limit, thus helping them manage their expenses efficiently and conveniently.


9. Multi-Currency and Multi-lingual Convenience

In this Internet-enabled era, most people prefer paying bills online to offline, which means you can get payments from any geographical area of the world. And now, the problem is whether your invoice software gives a clear idea of the amount you will get in your own currency or not.

Take a deep breath and become relaxed because the latest billing software for small business can do so. Additionally, foreign language barriers are also eliminated for better communication with your clients over the invoice.


10. For the welfare of nature

Manual invoicing preparation requires the consumption of papers considerably. It comes up as the major reason for the cutting of trees, thus leaving our Earth more affected to pollution and global warming.

On the contrary, advanced automated billing software for small business doesn’t require any paper to generate invoices. In fact, it’s electronic pages are nature-friendly, and help us keep our environment safe and pollution-free, as no more papers are consumed.


11. Gearing Up for a Better Tomorrow

Being dependent on small business invoicing software helps us prepare for a better tomorrow. In the future, the whole world will adopt advanced technology, and automation will be preferred. Know the Secrets how to buy Invoicing software for your Business.

So, if you adopt such technological systems, then you will be able to keep up with the modern world, thus keeping your business not affected by the change of technology.



The more customers you have, the more complex it becomes to create and manage invoices for them. You’d better go for the best invoicing software for a small business capable of replacing manual billing processes at lightning speed.

It’s wise to invest in a small business billing software. Some of its benefits to give you are:

  • invoice formation conversions
  • new customer connection activation
  • tax compliance assurance and the like

Additionally, it helps you save costs and provide better customer services. Choosing the best invoicing software for small business helps a businessman by lessening administrative costs, providing business with indubitable efficiency, and automated AP/AR processes. Such advanced small business invoice software helps global businesses and their suppliers get rid of growth-preventing challenges.



10 Advantages of Using an Online Invoicing Software

best online invoicing


Whether you’re a freelancer, small business owner or an enterprise, today’s marketplace is much competitive than before. Attracting and retaining clients has become very important to grow the business and retain in the market for long. It is essential for businesses to find out ways to save money and time. Increasing productivity and convenience holds utmost importance. Therefore, the online invoicing software helps to streamline the entire invoicing process.

Scaling your entire business might sound a far-fetched dream initially, but there is a step you can start with. It is improving your invoicing process. An improved invoicing process will lead to an increase in the cash flow and business productivity. Sadly, creating invoices on paper and excel sheets aren’t the most efficient way of improving invoicing process. A   cloud based billing software is a way to go for businesses. Many businesses are still resistant of using online invoicing software for businesses even after its multiple benefits.

Let’s dig deeper and find out the top 10 benefits of online invoicing software:


1. It’s quick, simple and easy

Spending an average of 30 minutes for creating one paper invoice is a very common day to day business activity. It is common but not beneficial. Creating multiple invoices is a frustrating task. It involves a lot of attention and calculations and prone to human errors.
With online invoicing software like Invoicera, you can save all your important client information in one dashboard. The free invoicing software allows you to save all your data with the cloud once and for the lifetime. It allows you to create invoices in minutes and send it to your clients via mail. You can also save the invoices in PDF for future reference. Therefore, cutting down the extra hours you spend on the complex task of invoicing.


2. Store everything in the cloud

Speaking of the cloud invoicing, you can be assured of never losing any data ever again. Computer crashing or Email hassles are a thing of the past now. Everything that you enter into your web based billing software will be automatically saved in the cloud for, as they say, eternity. With online storage of your data you just need to log into your account and start billing your accounts right away.


3. Automation is the key

Probably the greatest advantage of free online invoicing is its power to automation. By this, we mean you can set up recurring payment account for your regular clients and notify them with invoices in time. Automation with Invoicera is specifically designed to help business cut extra efforts they put in the same task again and again. It will help you establish a subscription-based business model to help you retain your customers for long. The automation with Invoicera means that you can set-up recurring payments for long-term clients and send gentle reminders for payments and dues automatically and save plenty of your precious time.


4. Establishes a strong brand identity

Invoicera, the best invoicing software helps you to reinforce a strong brand identity. You can easily customize and set an invoice template with your logo, colors, and fonts to match your brand. A strong brand identity leaves a positive strong impression on the client and gets you paid well in time. It has been found that inducing a logo in your invoice helps you get paid three times faster. It even allows you to create customized automatic messages for your client both while you are asking for payments and when you receive them. It is advised to always leave a link for your client to solve some of their extra queries while sending them any official communication.


5. 100% Secure


free online invoicing


Losing on paper invoices and information is the most common issue most businesses face. You might lose an important paper while traveling or just forgetting the place you kept it last. The human mind is no perfect and errors are very common. But how feasible it is for you to lose track of all your important information? It might at some point give your business the kind of damage you never dreamed in your worst nightmares.
Security is one of the major concern every business has in its mind. Invoicera, thus helps you keep all your important information 100% secure by letting you save all your data with the cloud. Once saved on the cloud, the same data becomes immortal and omnipresent for you i.e. you can access it anytime and anywhere you like with the help of secure login credentials you have. Dedicated developers with Invoicera make sure the invoicing software is the most user-friendly and secure. Invoicera is in complete compliance with GDPR keeping your information completely safe and secure.


Also Read6 Smarter Ways to boost your Cash flow 10 times with Online Invoicing


6. Multi-currencies and language for your international business

Now, break the barrier of language and hassle of currency exchange with free online invoicing. Invoicera, the best invoicing software provides 30+ online payment gateways to let you receive payments from any part of the world without any difficulty. The multi-language feature allows you to create invoices in the language preferred by your clients. This helps you have increased trust with them and gain their confidence.


7. Save Huge Costs

“When you factor in the time (i.e. employee hours) required to create, send and process each company invoice, it’s easy to understand why businesses spend an average of $4 to $20 per paper transaction. Just to put that in perspective, a company with 10 employees could realize savings of up to $2,400 a year by ditching traditional payroll checks in favor of direct deposit.”
Also, there are huge costs associated with paper, ink, and postage. The online invoicing software eliminates all these costs. And, thanks to the automation of your business can reduce the cost of invoicing by nearly 30%.


8. Access information anytime & anywhere

The cloud-based online invoicing software allows you to access your information at any time of the day. It enables you to take your information wherever you go and give it more time and increase productivity. The cloud based billing software enables you to manage your client information on the go with the invoice app associated with it. The small device in your palm is extremely helpful in managing your finances and invoices with Invoicera.


9. Simple Audit Process

Invoicera, the best invoicing software allows you to save everything with the cloud. Your invoices, estimates, expense receipts, financial reports etc. The mega dashboard lets you have access to every report for detailed analysis. Filters associated with reports make it easy for you to conduct detailed analysis for your reports. During tax season you, or your accountant, can easily determine any eligible tax deductions with the web based billing software. Being able to quickly locate all of your expenses and receipts from one place is convenient. Even better, this process can bail you out in the event that you’re ever audited by the IRS.


10. Instant Invoice delivery for 3 times faster payments

As experienced earlier, creating an invoice with an invoicing software takes matters of seconds. The real-time tracking for invoices allows you to see their accurate status. It is much more faster than paper invoices. Therefore cutting down on extra time invested in invoicing and receiving payments 3 times faster.





Invoicera is one of the most powerful online invoicing software. With more than 13 years in the online invoicing industry, it has been serving more than 3 million businesses. Supported by almost every industry, Invoicera has its customized set of tools for small businesses, enterprises, and freelancers. The support of more than 30 online payment gateways in the software makes it unique and more reliable for businesses commencing their activities worldwide. CUSTOMISE, CREATE AND INVOICE ON THE GO WITH INVOICERA’S MOBILE APP AVAILABLE FOR BOTH ANDROID AND IOS.


free online invoicing


invoice-app-android      mobile invoicing



6 Smarter Ways to boost your Cash flow 10 times with Online Invoicing

Online invoicing software


Starting my own consulting business was something I was super excited about. It was my first venture and starting your own startup is always a good idea. Another part that was exciting me was actually earning money from something I was good at. Everything was like a happy story but then came the horror. The issue that I was dreamed about. It was the payment terms or so to say receiving late payments from the clients. Creating and sending out paper invoices was another add-on for the already accumulated pile of work for me. My problems did not end here, but the actual part of following up for payments gave me more pain than I could even imagine.

After some serious trial and error, I wised-up and got ultra smart with my invoicing, which increased my cash flow significantly. By Smart Online Invoicing I mean I was paid sooner, resulting in bombs of money in my bank account.


Curious about how I made money fast? Here are five ways online invoicing software can actually boost your business’s cash flow:


1. Define your terms and conditions clearly in your documents.

Establishing crystal clear and direct Terms and Conditions in your every document is important. It gives you the power to avoid any chances of conflicts in the future. It protects both you and your client form playing with each other and maintains a high level of professionalism.


Your T&Cs should always answer these questions:

1. Do you require any payments up front? If so, how much?
2.No. of days in which the payment expected after the invoice has been issued.
3.If or no you will be charging late fees?
4. Will you provide early payment discounts?
5. Define your payment methods.
6. Answering the above questions and setting-up these T&Cs will clearly establish expectations and job roles. Writing clear expectations and guidelines, while creating invoices with Invoicera, the best invoicing software reduces every possible chance of conflict.


best Invoicing software


2. Keep defined and short terms for payments.

It is important to set a specific time period for payment to avoid any issue in the cash flow. If you are a company that deals in services majorly, it is suggested to set your payment terms within 7 days than a cycle of 30 days. Also, the 30 days payment cycle is an outdated version. It is a drive of the past where the payments were made by cheques. With the advent of online invoicing system, the payment methods have become easier and faster. Businesses are now able to receive their payments 3 times faster than ever. You might only face the exception if you’re working with an enterprise level business or government agency where there’s a series of activities due to their established payment policies.

In an ideal economic world, you are eligible to request a payment as soon as you complete your job. For example, if you’re a software engineer and went to an organization to rectify the errors. It is completely acceptable for you to ask for payments as soon as you complete your job. The mobile app of your invoicing software will make it easy for you to generate an invoice and get paid instantaneously.


3. What is the best time and frequency to bill clients?

As I stated above, in the current economic world you can invoice your clients and receive the payment immediately after you complete your job. After all, as the facts say, the longer you wait to invoice your clients, it is less likely that your invoice will even get paid. In fact, according to research, only 18% of invoices are paid if it exceeds more than 90 days.

Unfortunately, we are always confused about the correct time to invoice. So, when exactly should you invoice your clients? And how often?

There’s no one-size solution to this, but the best business recommendations are as follows:

If you invoice weekly or bi-weekly, send out your invoices on the weekend when your clients’ inboxes aren’t flooded. You can easily automate your invoicing routine for this with an online invoicing system. Invoicera, the best invoicing software makes sure to automatically send invoices on the scheduled time to your client and let you indulge in more productive activities without much bother.


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If you invoice monthly, be very strict with sending out your invoices on the first of the month, since these will be paid in 30 days. Setting up recurring billing with free invoicing software will always notify and send invoices to your clients in time.

If you do send out your invoices during the week, Tuesdays are the best day. It is always said to send out important emails and invoices just before and after the lunchtime.
As for the frequency, either you should collect all of your invoices together or automate them with an online invoicing software so that send them all out easily- trust us, it’s a real time-saver.

Using an online invoicing platform like Invoicera will automatically follow up with clients for payments and notify them with a message for late payments. It acts as a partner that performs much of your jobs automatically and enables you to have much space for other productive activities.

Keeping aside the above methods, you can also determine the best time and frequency for invoicing clients by asking them when their pay cycle is and sync with that so that there is little lapse time between sending an invoice and getting paid.


4. Don’t hold credit for clients.

If the job that you are doing for your client requires you to gather services from other suppliers, vendors or freelancers, make sure you put the responsibility on a client and get the payment upfront. It is also recommended to ask your client for an advance or deposit so that after you are done with your job you can easily pay your vendors. It avoids any conflicts with your vendors and eradicates the hassle of chasing your clients for same. With an invoicing software like Invoicera, you can easily send out invoices in fractions of minutes without having to spend much time over one thing.



Also Read: How to use Credit Notes



5. Automation is the key.

Even though a customized template with Invoicera makes the task of invoicing super smooth, automation in invoicing makes your job even more convenient. Whether you are a freelancer, small business owner or a large enterprise, you are always flooded with work, by automating the task of invoicing with online invoicing software you get to spend more time on your business and earn some extra profits. BINGO!

Reminders and follow up for payments are some of the key activities that automation with online invoicing software like Invoicera does for you.


6. Receive Payments 3 Times Faster With Online Payment Gateways.

With more than 30 online payment gateways integrated with Invoicera, the best invoicing software, allows you to receive payments online from around the world without the hassle of currency exchange or physical deposits. It helps you to boost your cash flow more than 3 times giving your business the chances to grow more in less time. While Invoicera allows you to receive payments online and easily from around the world, it also allows you to send invoices in any language your client prefers for better customer service and retention.


Also Read: Get Paid on time with Automatic Recurring Payments




Invoicera is an online invoicing software that is specially designed to cater to custom made needs of each type of enterprise, small business, and freelancers. The 13+ years old invoicing software is a complete package to cater to every aspect of business finances and invoicing. From invoicing to tracking expenses or managing staff, every single business aspect can be managed efficiently with this best invoicing software. The custom-made software for your business offers 360* package for your business to invoice and manage every business cash flow. It makes calculating and analyzing every billable and non-billable expense super easy. 30+ online payment gateways help to receive payments from the global clientele hassle free and cash flow super smooth. The additional features of grouping taxes or sending invoices in any language that your client prefers help retaining the interest in the business and road to success a little less of a hassle.


Online Invoicing Software


8 Invoicing Lessons Every Small Business Owner Should Follow!



In running a business, you discover the most lessons you learn are when you hit and try. You hit the strand, discover and then improve processes. And work harder the next time to avoid the mistake again. It is tough, but these self-learned lessons help you grow better.

Apart, from what you learn from your own learning, there are some lessons that you should learn from others mistakes too. A smarter man is the one who takes wiser decisions from others learning.

Invoicing is one of the core needs of any business and one of the most mistaken sides too. The most errors, that any business faces, are in the sector of invoicing in its business.

While you can commit a lot of mistakes in any segment of your business activities and get over with it, mistakes committed in small business invoicing can hamper your business.

Therefore, it is our responsibility as a billing software for small business to help you learn the lessons of invoicing for your small business.


Keep on Reading The Top Lessons And Stick Them With You Next Time You Send Invoices:


  1. Set your own business terms

It is your small business, you’re entitled to have your own business terms. It is no more an obligation for you to go by industry set payment terms of 30 days payments or so. Instead, set payment terms as per your business requirements and proceedings. Such as: 7-days payment term is perfectly reasonable, if you’ve vendors that you need to pay to.

Be very descriptive and strict with your clients regarding the policies and terms. Elaborate them clearly at both the times, once while taking the project and again when you send the invoice. Billing software for small business, like Invoicera, lets you send a complete invoice with sections for mentioning your terms as well.


  1. Track and chase overdue invoices.

Please don’t feel awkward about asking your own money. All of us do feel a little hesitated about asking money, but gone are the days of feeling shy anymore. Businesses have become more professional and straightforward with invoices and terms of payments. Start following the industry trends!

First of all, mention on your invoice about the due dates and later on follow up once you see the clients have missed the deadlines. Business invoice software for small business invoicing helps you send automated payment reminders to clients. It removes the additional burden of your accounting department and adds a much more professional approach to your entire communication.


  1. Value your services, Always!

Know the worth of your services, value them the most. Only if, you will respect your services, you will make your clients understand your worth. Charge your clients for every minute and penny you invest for your clients.


  1. Invoice immediately after the project.




Don’t wait till the end of the month to send an invoice, rather send it across to your clients as soon as you finish their projects. With billing software created by top web app development companies for small business, you can send an invoice even from the job site as soon as you finish. It is as simple as that! It is better for your cash flow, and likely your client’s too.

Also, it is a great opportunity for you to ask your clients for feedback.

  1. Make It Easy & Convenient for yourself.

Artificial intelligence is the intelligent choice! As an entrepreneur, you should focus on strategizing rather than entangling the clerical tasks. A business invoice software such as Invoicera makes it easier for you to manage invoicing and billing easily. It is automated which helps you in streamlining your processes without putting much pressure on you. Giving you more time to enhance your productive business activities.

If you’re looking for a business invoice software for small business invoicing with time tracking, project management, invoice approval process, 3 layers of added security then Invoicera proves to be the right choice for you.


  1. Always keep records to back up your invoice.

One of the key benefits of using invoicing software for small business is that it helps you save all your records in the cloud. Thereby, eradicating all the possible choices of theft, loss, and disruption. You can access and use these records in future as and when you like without having to search piles of papers. The complexity of manual processes is reduced to zero.


  1. Have the accuracy and relevancy of details from the start.

During the process of client onboarding, make sure you keep an eye on the accuracy of each detail. Ask them for all the relevant people that you can invoice to, the people who will approve and accept orders, etc. It will help you later on when you will invoice your clients. The entire process of invoice approvals will be faster and streamlined for all of your future invoices.

For regular clients, it can help top mobile app development companies to develop a relationship with their accounts department, so you can contact them directly for any queries.


  1. Make the payment process super easy.




Also Read: Why 80% of small businesses choose online Invoicing ?


Do you know? When you let your clients pay online, you get paid 3 times faster.

Make paying easy and convenient for your clients and you will see a drastic increase in your cash flow.

Invoicera has more than 30 online payment gateways integrated with its software to help you receive payments from any part of the world, anytime. It is convenient, quick and reliable.


In The End:

Step by step each lesson helps you become a pro in your business activities. Experience is the biggest teacher for you in any sector. The above 8 major invoicing lessons will help you avoid any mistake in the core of your entire business activities, i.e. invoicing. As a small business owner, one must not forget how important it is to have a prompt cash flow into the business. All the above-listed lessons are aimed to help you achieve the same.





Online Billing Software: Ideal Choice for Small Businesses


In the big business-centric nation like the U.S., entrepreneurs contribute a lot to economic growth and job availability. Small Business Administration of US notes that 99.7% of employer firms situated in the country consists of small business owners. However, the new babies in the industry often face difficulties with financial terms, activities and are not much aware of the know-how of the industry. Fortunately, the U.S. government makes sure to help and educate its talented citizens to start their new ventures and basic business terms. Professional training opportunities, accounting guides, and seed funding possibilities are all you should learn beforehand.

Having fundamental bookkeeping skills and financial management can help you track income, file future taxes and pave way for business success. A quick tip here lies with using a small business billing software. It acts as a supplement to boost your business finances and invoicing.

Here are some of the characteristics that the online billing software for small business should have:




You needn’t be an accountant to understand billing software for small business. Look for an interface that resembles the traditional manual invoicing but has better user experience than that of paper invoicing. The more familiar you are with the layout, the easier it’ll be.


Internet and e-commerce friendly:
Online billing software for small business helps you conduct most of your invoicing activities automatically, saving your business time. You can get paid online with more than 30 online payment gateways associated with Invoicera. The same holds utmost importance when you’re running an online business.
small business invoicing

Online and offline integration:


Make sure your small business billing software integrates with your basic programs such as Word, Excel, etc.

Useful Report Generation for analysis:


A billing software for a small business like Invoicera helps you automatically generate financial reports like expense, income, employee productivity, etc. this easy report generation helps you easily analyze business productivity.

Generate invoices and docs in multiple formats: Make sure the billing solution for small business lets you send invoices in multiple formats like HTML, PDF, CSV, etc. This ensures that compatibility issues are eradicated.


Your plans are never to stay stagnant in your business, choose the software that has the capability to grow with your business. A billing solution for the small business like Invoicera grows with your business by offering different customization at each step.






The automated billing and invoice process with small business billing software can result in savings of 50-80% as compared to manual invoicing. Automation speeds the work that drives the business forward. The business process automation increases the ROI, minimizes operational costs, maximize productivity and improve client relations.

The automation processes enable to reduce transaction costs, receive early payments and eliminate routine tasks. The rapid integration consolidates information from any back-end for control, visibility and process performance. The online billing software for small business can help improve your efficiency, cut costs and supports closer supplier relationships.

Also, the Mobo App can easily be downloaded to your Android devices and iOS Phones to access unlimited invoicing support for better and faster decisions on the go. When it comes to payments, digital payments helps to deliver customized digital payment solutions for both customers and business accounts across channels. Invoicera integrated with 25+ global payment solutions that are right for your business.

small business billing software runs more smoothly, just make your business come out of the shadows today!



High-quality software must be reliable, easily maintainable, easy to operate and should meet the functional requirements of its domain. I would be wrong to say that these are the only features that best invoicing software for small business should have. But certainly, these are some of the highlights of standout online invoicing software. These guidelines will help in selecting appropriate software that will mitigate your billing woes.
Keep a close eye on business financials with Invoicera. It is easy, no software installation necessary. Just connect to Invoicera as you go. You’ll be up and running quickly with easy up gradation, no hardware and software investment and more. Implementing online billing software can help companies to optimize their working capital and continue running healthy business operations.





Online Billing software Basics For Insurance Companies



It has become an urgent need for the insurance industry to stop using paper in their operational process. A simple insurance billing software can help any insurance company to reduce the usage of paper to the minimum. An insurance billing software helps in managing the insurance invoice process easily and getting paid on time.

Here are some key basics of how an insurance billing software works for the insurance companies:


Invoice Tracking

A large number of insurance invoices can actually make it difficult for you to track them manually. An insurance billing software provides the requisite tools. One can simply use an invoice dashboard to track the status of each and every invoice. It is easy to know whether an invoice is unpaid or due or pending. A single dashboard to track all the insurance invoices helps in managing the process very efficiently.


Recurring Invoicing

An insurance premium becomes due on a periodic basis and the invoice needs to be sent every time. This becomes a huge challenge for insurance companies who have to deploy the requisite resources for sending out these, in a timely manner. Recurring invoicing and auto-billing ensure that the premium insurance invoices reach the client inbox, automatically.


Invoice Branding and Templates

An insurance company usually has a large customer base to send out invoices to. It is important to send out professional insurance invoices with proper branding on it. Company’s name, address policies and moto are some of the common things that should be included in an invoice. Apart from this, you can also choose the most suitable template and customize your invoices accordingly. This is important to build a good relationship with customers and retain them for a longer period of time.


Efficient Management Of Invoices with Insurance Billing Software

An insurance company often manages a large number of invoices. Effective and efficient management holds utmost importance. This makes the process faster and makes it easier for the management. An insurance billing software helps businesses to delegate the invoicing and payment responsibility to dedicated staff. This helps in decentralizing the invoicing process without losing the much-needed control.

Sending Out Estimates

When dealing with the prospective client you sometimes feel the need to send out estimates. It is an important aspect of the insurance business. It helps you send out estimates in real time and make the entire process of cracking the deal with new client faster.


Online Payments




Simplify the entire process of making the payments for premium easier for your clients. Online payments with Invoicera, the insurance billing software are quick and hassle-free. Giving such options will help your customers retain their trust in your company. Using an Insurance billing software provides this facility for invoicing purpose.

 Also Read: Top 10 Business Advantages of Accepting Payments Online


Big Data Analytics

Understanding consumer behavior and what actions they are taking is a very important aspect of an insurance business. Big data can be gathered from various sources and one such solution is an Insurance invoice software. Using data of past invoice reports helps in doing a sales analysis of the business and taking necessary action.


Integration With CRM

One of the core functions of an insurance business is customer relationship management. Integrating the CRM function with the invoicing system helps in improving the efficiency of processes manifold. The same processes can be managed with lesser resources and lesser man hours.

Compliance and Customised Invoicing

Insurance is an industry where regulation has got a big role to play, then complying with the rules laid down by regulatory authorities, is very important. A customized Insurance  billing solution ensures that the insurance company can customize the insurance invoice according to business and regulatory require




To manage a big number of clients effectively and efficiently, it has become utmost important for insurance sectors to shift to insurance billing software. Online invoicing lets them manage their business smoothly and on time. It is important for insurance companies to stick by the given timelines in order to maintain decorum in the workflow. Invoicera is an insurance billing software lets companies manage their payments, clients, and business all in one place. It gives you better productivity and management of tasks.


online invoicing software



Invoicing Etiquette for Small Business Owners- Quick Guide!



At times getting an invoice paid in time is more challenging than completing the actual job. After all, tracking late payments is not an easy task at all. You pretty much feel like the tom in the game of tom and jerry. But, what if we say there is a way to receive payments in time more frequently? You can easily accomplish the task of receiving payments in time by sticking to strict invoicing etiquettes. With effective invoicing etiquettes you can maintain a high level of professional communication with your clients.

This will in return build trust and let you retain your clients for long. Read the following tips to get started:


Use the best software for your business.


Most importantly, make sure you have step up your invoicing game strong with an online invoicing software. An invoicing software will solely handle all your invoicing and financial needs. An invoicing software for small business like Invoicera is custom designed to smartly handle our entire business. Apart from just creating and sending invoices. It also lets you real time track invoices and automatically follows up with clients for due payments. The customised invoice software for small business makes all your communications and documents professional.

Set clear terms and list your services.


Surprising or shocking your clients with terms and payments is never a good idea. In other words, the invoice should consist of all that the client is expecting. The due amount, payment cycle and due date should be clearly mentioned in all your communications beforehand. This will help you avoid all future conflicts and keep your cash flow cycle smooth.Most importantly, clearly mention all the services you have provided or the products you have sold to keep your clients aware of all the products they have used.
When an invoice contains hidden costs, the client is going to be more reluctant to pay it on-time. Even worse, that trust you had previously built is now shattered.

Create and stay by your policies.


Creating new policies frequently will irritate your customers. Make sure you create a policy once and stick to it for long. Don’t confuse your clients with shocks of fluctuating policies like not charging taxes in one. If for some reason you require to change, then inform them before sending the invoice. This is a common gesture that shows you’re both a professional and considerate individual.Provide complete contact information.Sending an invoice for the first time or to someone you’ve worked years with, it is important to include your contact information in all your invoices. This way you would easily solve any queries your client might have.An online invoicing software supports a customised invoicing template that will guide your way creating all your invoices efficiently.Your invoices should always include your business name, address, phone number, and email address. This way your customers know exactly how to get in touch with you if they need to.

Make payment convenient for your customers.


invoicing software for small business
The easiest way to get paid in time from your clients is by making it convenient for them to pay the amount. Most of the customers feel reluctant in paying when it involves a lot of efforts from their side. In order to avoid all such hassle of late payments make it very convenient for them by giving them a way out by paying online.Invoicera is the only invoicing software that has more than 30 online payment gateways integrated that make it easier for you to receive payments from your customers all around the world. Apart from this it also allows you to send invoices in any language that your client prefers and build high level of trust and satisfaction with them. Trust is the key to retaining any client for long. Make sure you use your cards wisely.

Say “please” and “thank you”- Be courteous


It is always said that being polite with people strengthens any relationship. And a relationship as important as your client demands to be respected and polite.
A simple note of thank you and a request of asking your clients to pay in time boosts your cash flow 5 times. It also leaves a positive impression on your clients and is a reflection of your professionalism.

Ask for advance payment up front for large projects.


Working with a big project will be a wonderful experience for you. But, it will also demand your time, money and efforts. Don’t hesitate in asking your client half payment upfront. This will be the amount you would be investing in the same project and will give you security of work.

In order to keep a track of all the advance and mid way payments received from your clients you can send them invoices or credit notes via invoicing software. It will then record all your received payments and will let you send your clients its invoices and credit note in time. An online invoicing software for small business like Invoicera is a 360* package that manages expenses, keeps a track of accounts receivables and every other business need.


Also Read: 6 Smarter Ways to boost your Cash flow 10 times with Online Invoicing


Politely follow-up for due payments.


Your job does not end at just sending out invoices, it is far more than just this. After sending out an invoice, your first job is to track it’s status (sent/received/viewed). And then, politely following up with your clients confirming the date on which the dues will be cleared. Receiving payments is not always a walk on the smooth road. You have to take many turns to get your invoices paid, at times.Shifting to online invoicing you can forget the hassle of following up for unpaid invoices. An automated polite reminder is sent to clients following up with them for initial delays. This not only reduces your task but also leaves a professional impression on clients.
Also Read : 10 Advantages of Using an Online Invoicing Software



You’re on your journey to bringing your dreams of a successful business enterprise true. It is how you take each step that will bring you either closer or take you away from the upcoming reality. Every business demands your time and efforts to nurture it and give you the expected ROI. Online invoicing software for small business are the backbone to your entire financial and expense tracking. It helps you keep a track of all your important figures in a single dashboard and access them how and when you like.Small business etiquettes are important in setting the relationship right and creating high brand awareness amongst people. The positive word of mouth is an advertisement that does not require direct monetary investment but how you invest your efforts into it.

A quick dip into the world of online invoicing with Invoicera


Invoicera is a cloud based invoicing and billing solution empowering small businesses worldwide since last 13 years.

Invoicera, invoicing software helps to automate and simplify your business processes and communication with online invoicing and payments, expense management, recurring/subscription billing, client/vendor panels, time tracking, workflows, multi companies, multilingual & multi currency support, staff permissioning, financial reporting & analysis, purchase order management, subcontractor billing and time management, comprehensive reporting and APIs for 3rd party integration.


online invoicing



Top 15 Billing & Invoice Management tips for Web Designers & Freelancers

online invoicing software for freelancers


How do you count an agency as successful venture? There can be lot of parameters we count while judging and analysing the same. But, in order to successfully run a web design agency or be successful as a freelancer, one needs to focus on three major things – quality of work, customer satisfaction and a healthy business cash flow. Many designing experts feel uninclined towards the financial aspects of a business; however, it is highly crucial that one handles it with accuracy and meticulousness. One of the major aspects of the financial side of a business is appropriate invoicing of the work for the clients. Manual invoicing can be error prone and time consuming, whereas the agencies that have shifted to the world of online invoicing have experienced massive boost in their entire cash flow.


Following are some tips for better billing and invoice management
1. Select a Right Invoicing Software for freelancers


There are numerous options available in the market when it comes to selecting an best invoicing software for freelancers . However, one must always select the most appropriate one that is specifically created for designers and freelancers. With the help of an invoicing software for freelancers, a freelancer or a web designer can easily save his/her time. Hence, it becomes highly imperative to select one that comprises of all the features to manage the finances of your business. There are many invoicing software for freelancers that are available for free as well. But, a user must always opt for a solution that offers accurate invoicing and management of financial records in a comparatively lesser time span.


2. Set Rigorous Standards and Policies


In order to maintain proper invoices and ensure timely payments from clients, you must set a stringent policy so that you can save your time. Your policy must comprise of the following points:


  • Percentage of the upfront payments must be predetermined.
  • The time duration for the clients to make the payments.
  • Late fees for the late payments must also be predefined.
  • Submission date for the final work, to be before or after payment.
  • Preferred Payment type.


3. Avoid Surprises


Always maintain a transparent relationship with the client. The client must always be aware of your work policies and the invoicing terms. There must never be unwanted surprises for the clients on the invoice, e.g. for payment terms, an hourly charge, due amount and even the subject of the invoice; all of these must never be mentioned on the invoice but should be discussed beforehand.


4. Mention Your Contact Details


You must always include your name, address, contact number and email ID in your invoices.


5. Number the Invoices if Sent in Bulk


You must number your invoices in case they are being sent in bulk. Most online invoicing apps consist of this function by default.


Also Read: Top 10 Tips to enhance Consultants or Freelancers Profitability


6. Mention the Receiver’s Information


Along with your contact details, even the recipient’s information must be mentioned. Through this, it becomes easier to converse and interact. Also, it is important from the legal perspectives.


7. Detailed Charges and Services Must Be Mentioned


All the services that you’ve offered along with the charges must be explained in detail in the invoice to avoid any confusion.


8. Mention the Last Date for the Payment


invoicing software for freelancers


All the invoices must contain the information about the due date for when the payment is expected.


9. Acceptable Payment Methods


The client should be clarified about the payment methods through which you can accept the payment. This makes it easy for the client to be aware of the preferred payment method.


10. Invoice must be sent as an attachment


Always send invoices to the client as a PDF attachment via email. It is a reliable and easy way for the clients to receive the invoice.


11. Always send the invoice to the correct client


Before you dispatch the invoice to your client, make sure that you are mailing it to the appropriate person.


12. Keep a Record of the received Payments


Always maintain a proper account of all the attained payments just as you receive them. Through this, you can easily cross-check what amount is due on the client’s side and how much work is pending.


13. Follow Up


Once you send the invoice to the client, make sure you mention the due date on it. In case the due date is approaching and the client hasn’t cleared the payment, you must follow up to remind your client regarding it.


14. Specify in case of Partial Payment


All the web design projects generally involve more than a single invoice, as you may initially ask for an upfront payment (some percentage of the total) and receive the remaining after the work is completed. This is a reliable and efficient way to ensure that you receive your payment on time.


15. Tackle Properly If Any Issue Arises


In the case of any unforeseen problem, you must not hide away from it. You must address it right away even if it involves the client having an issue with the invoice.



It can take hours to create an invoice, alter its content, communicate to the client and remind for the payments when done manually. The best invoicing software for freelancers helps to manage the invoice record right and most importantly meets all needs with the right set of features. Simplify the daily workflow by automating the invoicing processes, Invoicera is the perfect solution for freelancers business.


Also read : Ways to ease invoicing for freelancers and consultants


Invoicera offers one -stop solution for all business needs for freelancers. Now freelancers can easily focus on deliverables and deadlines for the business growth. One of the most important features is its customization options, Invoicera gives enough of the invoicing software features that save time and stress as a freelancer. It helps you get paid faster by supporting 25+ online payment processing, subscription payment for services, recurring billing and more. Businesses can easily track time and expenses, such as web designers or freelancers.


invoicing software freelancers


Online Invoicing & Billing Software: Key Features & Vital Elements

Online invoice software

Do you still send out printed invoices that tends to be inefficient for your business ?  The invoices send via email get lost by the customers. A lot of problems that come up with the paper-based invoicing are known to everyone. Keep track of the bills and the payments easily switching to online invoicing software. This reduces the costs and speed up payments that benefit your business. Also, send out invoices that reduces the workload in the timely manner.

No need to chase for timely payments and invoices. Look for the online invoicing software that solves all your worries and built your credibility online.

Eliminate many problems as mentioned below and keep your business more organized and efficient.

  • Inefficient management of users signups, activations, trials, upgrades, and downgrades.
  • Receive recurring payments, reconcile and manage them at any frequency
  • Options to track number of invalid payments with exact recognition of failed transactions
  • Cost center, duplicate errors in purchase order allocation that mismatches its freight
  •  The time required to fix errors is disproportionate in online invoicing process.
  • Tax return filing, special VAT invoices, administration requirement of the tax authorities are more complicated
  • Deduction of risk due to inconsistency

  • Ensure a secure connection between the company’s web server and customer’s browser
  • Managing the client account and resolving invoicing queries
  • Reducing invoicing errors and making sure that the invoices are sent to clients in a timely manner
  • Maintaining records of project expenses
  • Defining task with ease and sending out bills quickly
  • Delegating the invoicing tasks to staff members
  • Making sure that the business expenses are under control
  • Data securely stored and backup
  • Be responsive of the client details and the prospective customers who contacts you.
  • View custom reports that depends on different criteria such as customer category report, state wise, country wise, company wise report etc.
  • Integration with client management systems

Add up the key actions against these challenges to overcome and improve productivity to new level.

Out of many challenges, there are no challenges that can’t be overcome. Boost your business by taking right steps with online invoicing solutions.

Identify the plenty of ways to get over those hurdles.

Improve & Automate Processes:

  • Automate invoice scheduling and relax.
  • Create recurring invoices and retain clients.
  • Automate late fee and payment reminders to get paid quicker
  • Automation ensures better resource utilization and cost cutting.

Simplified Payments:

Integrate with Legacy Software:

  • Simplified integration with existing CRM and ERP tools.
  • API integration to integrate with 3rd party tools and eCommerce integrations.

Detailed Financial Analysis:

  • Achieve your overall financial goals with simplified reports generation.
  • Manage reports of outstanding and payments for a healthy cash flow.

Improved Document Management:

  • Manage all client estimates and purchase orders with ease.
  • Ensure all B2B documents are managed efficiently.

e-Commerce Integrations:

  • Integrate Invoicera with your e-Commerce platform and automate your e-Commerce invoicing.
  • Benefit from a smooth invoicing and payments process.

Manage Your Subscription Business:

  • Subscription billing helps in sending bills to customers on a periodic basis, improving productivity of the invoicing process.
  • This helps in retaining long term clients.

Simplified staff management:

  • Assign clients, sections and define roles for staff members.
  • Control staff activity with permissions related to tasks and accessibility.
  • Details of their last login can be checked. Estimate to invoice ratio of each staff member can be viewed.
  • Detailed time sheets of staff members can be viewed on a weekly and monthly basis.
  • Tasks can be managed effectively and efficiently. Appropriate tasks can be assigned to respective staff members.

Bespoke Invoicing

  • Customized invoicing solutions, according to specific business requirements.
  • Add functionality requirements and improve business productivity.


Otherwise, online invoice software is a wise investment that you won’t regret to make. You have a record of all previous invoices for your customers and any details you may need in the future can be well known with the proper usage of online invoicing software. Look for very easy and quick solutions to add an item to your invoice.  Experience improved cash flow by using an online invoicing software.


Choose the right online invoicing software like Invoicera that speeds up and simplify the business processes. The many other features includes:


Collect earlier, Pay less… Top 3 ways to use Online System!

All freelancers and SMB owners normally feel skeptical about the online invoicing for their services. It can be somewhat intricate process for small scale enterprises to send out invoices than focus on the growth of their company. There is a huge possibility of not getting the payment in a timely manner, even if these invoices are sent to the client’s inbox. It is a common tendency for a freelancer to think that the more he works, the more shall he get paid; however, if there’s no guarantee for the payment to be released in time, the growth definitely suffers.

A self-employed person shall very well understand what it feels like to wait for a delayed check, to appear in the mail after days and months of toiling hard for it. There are a set of ways that must be kept well in mind so that your focus can simply rely on your work rather than the invoicing issues.

1) Automatic invoicing and follow ups:

The manual processes seems to be a laborious task while the invoice automation solutions control on how your customers pay and lowers cost by replacing a time consuming AP process teams.

The invoice automation solution is one form to enhance company’s profitability, eliminates costly mistakes and reduces transactional costs. Most of the companies depends on invoice automation solutions for the invoice-to-cash process. The online invoicing processes decreases processing times, capture early payment discounts, eliminate late payment fees and improves vendor relationships. It also helps staff reconcile the purchase orders and improves order-to-payment cycles.

Implementing the automation solutions like Invoicera makes the automation and accelerate payments cycles a reality. The companies can eliminate the inefficiencies of human interference moving from invoice to payment and increases their profitability.

2) Easily accept Online Payments:

Gone are the days when the traditional payments options like writing a check or direct payment were preferred.

 With a number of online payment options, a series of steps are reduced between the payment process of invoice generation and getting paid. It is about time, that all the SMB owners and freelancers realize the importance of going electronic. Through the means of electronic payment options, the speed at which the cash gets transferred is logically increased. Through a smart way, you can simplify the payment process for the clients and receive your cash faster.

The quick and hassle free solution like Invoicera provides the instant notification of the transaction in a more visible manner. Invoicera integrated with 30 payment gateways for hassle free and smooth payment process.

  • Integration with International Payment Gateways (Forte, PayGate, SagePay, Eway, Ogone, BluePay, Network, 2checkout, Braintree, Authorize.Net, Stripe, PayPal, Moneybookers, iTransact, Setcom, paymate, VCS, creditcall).
  • Integration with US/Canada Payment Gateways (Alipay, FirstData, Psigate, Beanstream, Moneris).
  • Integration with Indian Payment Gateways (Razorpay, Paydollar, Citrus, PayU India, EBS, Asiapay).

The smooth and transparent system of online payments with the options of recording offline payments, advance payments, payment reminders and much more.

3) Financial Reporting & Analysis:

The analysis of reports shows the definite aspects of the revenue cycle and features the problem that need to be specified. Understand the key areas where you may be hitting the roadblocks including the ones that show unbilled charges and comparison between the billing dates. The tracking can work to uncover the reasons behind delays and address any issues.


Using financial management solution like Invoicera helps to track patterns and potential problems. This can help to improve the efficiency of your revenue cycle and ultimately get you paid faster.


It is extremely crucial to increase the ease of the payment process, so the time saved can be utilized into finding new prospects for the growth of your business. For an invoice generation, all you should be able to do is hit a button, and send it to the client at a lightning speed. Once the invoices are delivered, the online invoicing software facilitates you to store them in a database for the purpose of record keeping. Once the customers make the payments, a good record of the invoices makes it convenient for you to refer to them later on.


Setting up an online Invoicing software allows online payment for invoices through the means of credit card or online transfers. With this, all the monthly clients can set up automatic billing, which means that their cards can be recharged on the 1st of every month. Also, through this, they can pre-pay for the service of a year before-hand.

With the help of an online invoicing software, you wouldn’t have to have an extremely detailed knowledge, the software is easy to understand and use. Hence, in order to develop a successful career in freelancing or grow your SMB, you need to set up efficient online invoicing software.

With the less time-consuming way to keep a track of your business cash flow and to maximize its earning potential, you are sure to achieve more!

Selecting the right invoice automation solutions like Invoicera balances your specific requirements with the flexible and scalable solutions. Build a successful business case and make sure to scale accordingly.