Invoice Management and Tracking Solution

DASHBOARD 🚀

Gain financial insights with real-time analytics, trends, and key metrics.

• Real-time Analytics: Instant access to current invoice, payment, and customer data.
• Financial Trends: Visualize income and payment shifts over time.
• Customer Overview: Snapshot of customer transactions and behavior.
• Payment Status: Easily identify overdue payments and balances.
• Invoice Breakdown: Visualize invoice distribution by status and category.

INVOICE TRACKING 🧾

Efficiently manage and track invoices with detailed updates.

• Invoice Details: Capture essential info from dates to descriptions.
• Payment Tracking: Effortlessly monitor paid and outstanding amounts.
• Status Updates: Quickly spot disputed invoices and their status.
• Category Classification: Organize invoices into customizable categories.
• Note Addition: Maintain crucial details with dedicated notes.

PAYMENT TRACKING 💳

Track and record customer payments with invoice details.

• Payment Records: Document each payment with a unique ID.
• Invoice Linking: Connect payments to corresponding invoices.
• Overdue Highlighting: Automatically spot late payments.
• Payment Methods: Record payment methods for each transaction.
• Confirmation Details: Store payment confirmation numbers.

STATEMENT GENERATOR 📄

Create comprehensive statements for individual customers.

• Customer Specific: Tailor statements to each customer's needs.
• Time Frame: Define the desired statement period.

CUSTOMER DATABASE 📚

Effortlessly enter customer info with auto-fill.

• Invoice Overview: Display all customer invoices in a designated period.
• Customizable Notes: Add unique notes to each statement.