Businesses encounter a large number of billing and invoicing issues due to lack of cash flow management, financial projections and much more. Here are some of the most common invoicing challenges SMBs face.
Automated workflow as per the business processes
Lack of proper purchase orders and vendor management
Manage staff members and ensure efficiency
Manage expenses, Tracking time and billing accurately
Transparent communications between the client, vendors and staff
Delay in payments due to poor, slow, inefficient and manual management
No notification regarding communication of client disputes/ payments/ reminders
Lack of efficient financial management and scheduling
All-in-one invoicing solutions to manage & track payments, expenses, bills & more.
Convert estimates to invoices
Promote your brand with the option of using pre-designed templates or get them designed.
Manage Credit Notes: Credit note particulars such as: apply credit, refund credit, export PDF, send credit note and more.
TDS: TDS deduction at the client end. TDS reports for a detailed analysis.
Advance Search option for Quick Access of Invoices.
Document & Communication Management.
Add Custom Fields to Your Invoices :Custom fields can be added to invoices to show supplementary details like VAT no. or company registration number.
Can add group tax and group discounts.
Instantly receive payments using more than 25 Global Payment gateways supporting multiple currencies
The clients can make advance payments with auto credit adjust options.
Simpler way to record offline payments
State Cash flow in the local currency of your client’s choice
Get in-depth insights for logged Hours.
Set up automatic Payment reminders to gently remind your clients.
Set up auto billing profiles and simplify the payments process.
Reach out to more clients and schedule your invoices
Control staff activity with permissions related to tasks and accessibility.
Staff permissioning: Let other people access admin without giving access to sensitive information.
Receive invoices and estimates from your vendors
Automate late fee to get paid quicker
Convert purchase order into the invoices according to the need
Easily access and share files from secure Client portal.
Vendors can access all purchase orders and reports of the products sold.
A list of clients can be imported to the Invoicera account.
Allocate clients to staff
Analyze timesheets of staff members can be viewed on a weekly and monthly basis.
Staff reports can be viewed date-wise, status-wise and invoice
Manage staff schedule and reporting
Time spent on tasks can be tracked in real time and hours can be logged.
Generate tracked time to invoices.
Assign and Evaluate Projects
Assign billable or non-billable tasks to the respective clients.
Complete purchase order management
Easy, fast and secure
Hassle free and smooth process
Detailed reports to manage the business debtors
Productivity can be analyzed with time tracking and expense reports
Productivity benchmarks can be defined through Profit/ Loss reports
Other reports includes item, complete staff reports, list of purchase orders, measure payments billed and paid, detailed estimate and credit note reports and more.
View the specific tax reports for understanding the tax burden on business finances.
Future cash flow can be evaluated for on-time payment of taxes.
It is not an easy task to find the right invoicing solution for your business. Get the right mix of capabilities combined with simple and an attractive pricing scheme. Though, there are different invoicing software out there, the one thing that all of this software lack is fully integrated account receivable and payable management. Invoicera is an innovative invoicing software solution that gives businesses more power, improved cash flow, data security and financial projections and enhances profitability through substantial gains.