Bookkeeping Tools

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 a year.

• Select bulk of documents and send it to your accountant.

• Select bulk of documents for downloading.

Creation & sending

• After creation or editing, preorders and invoices are sent to your client automatically.

• Once preorders is marked as paid, it will generate an invoice and send 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.*

*This feature is available only to our Pro members.

Calendar

• View invoice creation date.

• View invoice due date.

• View outvoice creation date.

• View outvoice due date.

• View campaigns dates.

• Add event or reminder.*

*This feature is available only to our Pro members.

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 a 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 contract between you and your client.

• Singed contract is saved into your contact book, and the client will receive a copy of it on a e-mail.

• You can edit or disable contract in your profile settings.

**This feature is available only together with Bookkeeping Tools.