Bookkeeping Tools
Creating invoices and keeping track of outvoices and expenses are essential things in running your commerce business. Around half of the business owners says that bookkeeping is their least preferred task. We automatized all those tasks and made the whole process smooth and easy to use.
- Keep track of your invoices.
- Keep track of your preorders.
- Keep track of your outvoices.
- Keep track of your expenses.
- Auto-creation of preorders for your storefront orders.*
- Auto-sending preorders to your client e-mail.
- Auto-creation and sending invoice once preorder is paid.
- Filter and send your invoices by weeks, months, or quoters.
- Calendar view of invoice dates and due dates.
- Calendar view of outvoice dates and due dates.
- The Client Connect and contract creation.*
- Bookkeeping statistics and graphics.
Bookkeeping Dashboard
All preorders, invoices, outvoices, and expenses are getting sorted in your bookkeeping table for a cleaner overview and easier administration.
Search table data by company name, product name, or type of document.
Use table filters to check the type of document.
View a specific date period, month, quoter, or year.
Select the bulk of documents and send them to your accountant.
Select the bulk of documents for downloading.
Creation & sending
After creation or editing, preorders and invoices are sent to your client automatically.
Once preorders are marked as paid, it will generate an invoice and send it to the client.
Preorders and invoices that you mark as paid you can't delete or edit.
All orders from your storefront will auto-generate and send preorders.*
Calendar
View invoice creation date.
View invoice due date.
View outvoice creation date.
View outvoice due date.
View campaigns dates.
Add event or reminder.*
Contact Book
Add companies to your Contacts.
Create Contact Groups for better organization and targeting for marketing.
Report Company.*
*We raise the bar when it comes to the safety of our members. You can report a company for bad conduct or a scam. The system will automatically recognize if contact was reported and informed you.
Client Connect
Save your time and send to your clients a link with a form for a new contact.
The client can choose his preferred way of receiving your offers and promotions.
Once the form is filled, it will generate a contract between you and your client. **
The signed contract is saved into your contact book, and the client will receive a copy of it in an e-mail.
You can edit or disable the contract in your profile settings.
**This feature is available only together with Bookkeeping Tools.
Bookkeeping statistics and graphics
Check-in Real-time growth of your business by week, month, or year.