Invoicera

Use The Timer To Track Tasks in Real Time

• Time spent on tasks in can be tracked in real time. Time entries can be tracked more accurately, for better productivity.

Manual Time Logs

• Manual time entries save time and make the system more flexible. Can be added on a daily basis.

Assign Work

• Hours worked, can be assigned to tasks, clients and projects. Time devoted to each task, client or project can be analysed.

Add Notes

• Time entries can be made more descriptive. Nature of work performed and reasons for taking the required time can be stated.

Manage Anytime Anywhere

• Time entries can be recorded and time data can be tracked from anytime anywhere. Daily, weekly and monthly timesheets can be managed.

View Detailed Reports

• View reports to understand the time spent on projects and tasks. Also gauge employee productivity and manpower requirements.

E-Mail Estimates

• Estimates can be e-mailed to clients with ease. Estimate approvals for better client relationships.

Free Templates

• Multiple variety of free templates for good looking and professional estimates. Company branded estimates for improved business identity.

Convert Estimates To Invoices

• Estimates can be quickly converted to invoices and sent to clients. Faster estimate approval and invoice process.

Duplicate Estimates

• Duplicate estimates can be created with ease and used for other clients. Time spent on creating new estimates can be easily saved.

View Status

• All estimates can be traced from a single dashboard. Exact status can be known and action taken for each.

Create New Expenses

• New expenses can be assigned to vendors/clients/projects. Expenses can be recorded, as and when they occur.

Import Lists

• A list of expenses from an Excel file can be easily imported and time can be saved.

Create Categories

• Searchable categories can be created and category-wise analysis done. Most important ones can be searched for and cleared.

Assign Expenses

• Staff members can be assigned expenses they are responsible for. Expense guidelines can be communicated for better management of expenses.

Create Recurring

• Periodical expenses can be managed by setting as recurring. Helps in maintaining a record of expenses that happen weekly or monthly.

Attaching Receipts

• Receipts are important for authenticating expenses. Proper record maintenance helps in getting tax deduction.

Approve or reject expenses with ease

• No duplicate or unnecessary expense would now get approved. Account admin to approves or reject expenses from the expense dashboard.

Control Expenses With Reports

• Detailed reports to forecast expenses and manage business finances better. A control mechanism for better expense management.

Accurate Forecasting

• Sales and expense reports can be analysed for forecasting of future revenue and sales. Useful for action plan meetings.

Manage Payments and Cash Flow

• Detailed invoice aging and outstanding reports to effectively manage business debtors. Control client credit period and outstanding amount.

Control Expenses

• Expenses can be controlled and finances managed well. Expense policy can be developed as a guiding factor for teams and managers.

Time Reports

• Employee productivity can be analysed with ease. Feedback about staff performance can be given.

Tax Reports

• Detailed tax reports for understanding the tax burden on business finances. Future cashlow can be analysed for on time payment of taxes.

• • A variety of free invoice templates to choose from.
• • Improved brand presence.
• • Invoices can be easily saved as pdf files.
• • Invoices as well as estimates can be sent using free templates.

Receive Payments Globally

• A variety of global payment gateways to choose from. Faster payments and smooth process.

Choice of Multiple Currencies

• Payments can be received with ease, from clients across the globe.

Create Auto Bill Profiles

• Auto bill profiles can be created for easily receiving automatic payments on monthly invoices. Auto credit adjust can be used by clients for making advance payments.

Fast, Easy and Secure

• Customers need to just log in to their payment gateway account with their respective credentials. Hassle free and smooth payment process.

Create and Start New Projects

• Projects can be added from anytime anywhere. The account can be logged from from any device for project status and updates.

Assign and Evaluate

• Projects can be easily assigned to staff members. Feedback and motivation can be given, for better project performance.

Log Work Hours

• Staff members can log hours for specific projects. The hours logged can be viewed and analysed to ensure project guidelines are followed.

Advanced Project Search

• Projects can be searched with the defined categories. Categories include project name, client staff, status and priority etc.

Track Bill

• Projects can be billed to clients on hourly basis. Unbilled hours can be tracked to ensure nothing remains unbilled.

Create New Staff Members

• New staff members can be added and their hourly rate can be set. Add the billable time of staff members to project invoices.

Control Staff Activity

• All staff members can be managed from a single dashboard. Details of their last login can be checked. Estimate to invoice ratio of each staff member can be viewed.

Team Time Management

• Detailed time sheets of staff members can be viewed on a weekly and monthly basis. Staff members can thus be helped to manage their time better.

Manage Tasks Assigned To Staff

• Tasks can be managed effectively and efficiently. Appropriate tasks can be assigned to respective staff members. Staff productivity can be measured and feedback can be provided.

Approve or Reject Expenses

• Staff members can record their expenses on a regular basis. These expenses can be approved by account admins, as desired.

Create New Tasks On The Go

• Every new task can be promptly added and completed tasks can be marked as complete. Estimated time for task completion can be decided.

Choose Billable or Non-Billable Option

• Billable tasks can be billed to clients promptly. Tasks can be assigned as billable or non-billable and to the respective clients.

Attach Important Documents

• Important word documents, spreadsheets or powerpoint presentations can be attached to tasks. Improved team collaboration and productivity.

Set Task Priorities

• Priorities for completion of important tasks can be set. All urgent tasks get completed on time.

Work Division and Task Assignment

• Tasks can be assigned to projects and staff. Better work division and management. Important documents can be shared for better teamwork and collaboration.

Create New Clients and Vendors

• New clients and vendors can be quickly added Contact details of all clients get saved into the system, for further invoicing.

Add Credit For Advance Payments

• Client payments can be received in advance and credit can be added for the same. This credit can be easily adjusted for future services.

View Account Balance

• All clients and vendors can be viewed from the respective dashboards. Account balances can be viewed and payment reminders can be sent, with ease.

Manage Additional Contacts

• Additional client e-mail addresses for sending invoices to multiple client contacts. Get paid quicker by regular follow-up with more contacts.

Late Fee

• Very helpful for getting the clients to pay up on time. Allows the user to add appropriate late fee for late payments.

Import A List of Clients

• A list of clients or vendors can be imported to the Invoicera account. This saves time and effort in adding details manually.

Create New Credit Notes

• Credit notes can be added and mailed to clients with ease. These are helpful in price settlements and client retention.

Manage Credit Note Reports

• Client-wise and date-wise reports of all credit notes can be viewed. Analyse the average price offered to respective clients.

Manage All Credit Notes

• All the issued credit notes can be managed from a single dashboard. These can be edited and re-issued to clients with ease.

Manage Your Subscription Business

• Subscription billing helps in sending bills to customers on a periodic basis, improving productivity of the invoicing process. This helps in retaining long term clients.

Auto Credit Adjust

• The feature helps in adjusting for payments received in advance. The credit balance can be carried forward for future subscriptions.

Auto Billing

• Auto billing profiles help in automatically receiving client payments online. The feature is useful in getting paid as and when the invoices becomes due.

Late Fee

• Due date and late fee can be added to recurring invoices for getting paid on time. Payment reminders can also be set for automatic reminders.

Customization

• Subscription billing can be customised to integrate with existing CRM software for better client management and retention.