Viewing your invoice activity and sending a new invoice are quick and easy. No more complicated software for sending out an invoice and no more settings. It’s all preset and in one screen. You view invoices by customer, and also collected into Paid and Unpaid.
We display overdue invoices in red; invoices paid in the last 30 days in green, and open invoices in blue.
On your Dashboard you will find a widget for Invoices, as well as under each Customer within the CRM/Sales module.
Send an Invoice
When you are ready to send an invoice or reminder, you have several options:
1. Preview that displays the invoice in the browser
2. Print that sends the invoice to the printer and/or saves it as a pdf file
3. And an Email option that forwards the invoice to the customer email address. You can edit or add more emails and they will be saved and available for future use.
Products are stored in your product catalog, organized by categories and quickly accessible. One advantage is that you can edit the invoice lines and change the product unit cost for a specific line, without affecting the original product cost. You can also edit the product description name, right inside the invoice line. You have complete freedom to define custom fields here, so you can work with your products and the specifications you need. Products are used not only to generate invoices, but also for estimates.
The Expenses function is simple and yet practical, and easy to use. An Expense can be added for a customer, a project or an employee. For Expenses, available options are Description, Amount, Date and Receipt Upload. With expenses and invoices in the same interface, you will find less frustration in gathering details, and not overlook extra costs. IN/OUT reports based on time intervals, for example, like any other report in W3B, are saved for print or creating pdf files, and are accessible in numerous ways.
A set of pre-defined reports is available: Average Sales, Product Sold, Commissions, Overdue Invoices and Invoice Details. These reports were developed based on our customer feedback and requests. Because W3B Management Solution is a constantly improving system, we continue to add and refine features, including general and custom reports, and to keep you updated on our latest efforts.
To make sure Online Invoicing meets your needs, you can request specific changes or order custom reports, and we will impress you with our quick assessment and delivery.
Online Invoice Payments
Integrating online payments into invoicing systems has traditionally been challenging or ineffective. Now in W3B Online Invoicing, we have included two predefined payment methods, Paypal and CC using Authorize.net.
Based on your preferences, we can also customize other online payment methods (depending on local availabilities) to meet your requirements. Of course, our systems meet and exceed the state of the art security protocols.
We do not charge fees for transactions.