Create invoices, receipts, and bills by entering client details and adding items or services. Customize templates, set payment terms, and send documents via email or shareable links. Track payments and manage multiple clients within the .
Create and manage project estimates with a digital notebook, calculator, and report builder. Customize tasks or use pre-defined scopes. Track costs, organize workflows, and generate reports on the go.
Create paystubs by entering employee details, pay period, and payment amount. Generate formatted documents for tax records, loans, or business records. Save and share paystubs directly from the .
Calculate tax rates by entering a ZIP code. Find current rates for any U.S. location. Reverse calculate tax amount from total price. Save frequently used tax rates. Share tax information with others.
Accept credit card, check, ACH, cash, and money order securely via . Create and manage , send electronic receipts, and sync transactions to Salesforce accounts. Connect through Salesforce or as an extension to Field Service .