The app helps users track customer account balances with an easy-to-use interface. It allows listing invoices, adding descriptions, and including amount details for transactions, calculating the balance due using payment information.
Manage calls from initial contact to invoicing and client history. Track receivables and sync with iPad versions. Log job details, send invoices, and access client information directly from the iPhone.
Create and send electronic invoices with customizable templates. Add client details, itemized lists, and payment terms. Export invoices in PDF format and track delivery status. Set reminders for pending payments.