All-in-One Invoicing, Quotation & Payment Tracker

Simplify Your Billing with Ease

Discover an all-in-one platform that transforms invoicing, quotations, and payment tracking for freelancers and small businesses, saving time and boosting revenue.

Trusted by growing businesses
Streamlined billing solution visual for CRM

The Core Challenge

Freelancers, small businesses, and micro-agencies face revenue loss due to disorganized billing, missed approvals, and delayed payments. This all-in-one solution streamlines invoicing, quotations, and payment tracking with automation, ensuring timely revenue and a polished client experience—all with a one-time investment.

  • Disorganized billing processes
  • Lost approvals and disputes
  • Chasing overdue payments
  • Inefficient manual tools

Solution

A self-hosted, web-based system that automates billing, tracks payments, and enhances professionalism with a one-time purchase.

Tailored for Every Role

Owner

Takes charge of operations, configures settings, oversees staff, and analyzes detailed reports from a centralized dashboard.

Staff

Handles quote and invoice creation, processes payments, and updates client interactions efficiently.

Client (Portal)

Accesses a secure portal to review quotes, invoices, payment history, and approve proposals with ease.

Owner Dashboard

Gain full control with real-time insights and alerts to manage your billing operations effortlessly.

  • Active Quotes/Invoices with real-time status updates
  • Payment Tracker showcasing partial payments and overdue amounts
  • Client Insights revealing payment trends and approval patterns
  • Revenue Snapshot with daily, weekly, or monthly breakdowns
  • Activity Log for a complete audit trail of actions
  • Alerts for overdue payments and approval delays
Owner Dashboard preview

Standard Plan

Essential tools to streamline invoicing, quotations, and payment tracking with a one-time purchase.

Quote Builder & Invoice Conversion

Included

Easily craft quotes and convert them to invoices with client approval.

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Branded PDF Exports

Included

Generate professional PDFs for invoices and receipts with your logo.

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Partial Payments & Receipt Generation

Included

Track partial payments and issue instant receipts with proof uploads.

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Recurring Invoices

Included

Automate recurring invoices with payment links on a set schedule.

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Aging AR Report

Included

Monitor overdue invoices with categorized aging buckets.

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Email Reminders with Opt-In

Included

Send automated pre-due and overdue reminders with client opt-in control.

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Client Portal

Included

Offer clients a secure space to view and manage their financial details.

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Multi-Currency Support

Included

Create invoices in multiple currencies based on client location.

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CSV Bank Import for Reconciliation

Included

Upload CSV files to match payments with invoices effortlessly.

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Audit Trail

Included

Track all actions with timestamps and user details for transparency.

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Custom Numbering Rules

Included

Set unique numbering formats for quotes and invoices.

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Basic Expense Tracking

Included

Log expenses tied to invoices for better cost management.

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Only $99/one-time payment only

Unlock the core platform for your entire team.

  • Unlimited invoicing
  • Email notifications
  • Role-based access
  • Client portal

Enhance capabilities with add-ons anytime.

All Add-ons

Extend the platform with advanced automation and insights — $20-35 each.

Auto-Confirmation Reminders

$25/mo

Send gentle prompts for unconfirmed client bookings.

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Smart Waitlist & Slot Offers

$22/mo

Offer cancelled slots to waiting clients instantly.

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Multi-Branch Management

$35/mo

Oversee multiple locations from one unified dashboard.

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Enhanced Reporting Dashboard

$28/mo

Unlock interactive charts for revenue and performance insights.

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Digital Gift Cards

$20/mo

Create and redeem digital gift cards for clients.

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Booking Deposits

$24/mo

Require deposits for high-value services to secure revenue.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25/mo

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Customizable Fields

$20/mo

Tailor fields to match your unique workflows.

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Reusable Template Library

$21/mo

Save and apply reusable job templates.

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Automated Follow-Up Campaigns

$23/mo

Send timed offers based on client activity.

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Targeted Client Segmentation

$21/mo

Segment clients for personalized campaigns.

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Recurring Job Scheduler

$24/mo

Automate repeat job schedules for clients.

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Quick Comparison

Standard Plan

Essential tools for daily billing operations

$99/mo
  • Quote Builder & Invoice Conversion
  • Branded PDF Exports
  • Partial Payments & Receipt Generation
  • Recurring Invoices
  • Aging AR Report
  • Email Reminders with Opt-In
  • Client Portal
  • Multi-Currency Support

Custom Add-ons

Select advanced features as needed

$20-35 each
  • Auto-Confirmation Reminders
  • Smart Waitlist & Slot Offers
  • Multi-Branch Management
  • Enhanced Reporting Dashboard
  • Digital Gift Cards
  • Booking Deposits
  • WhatsApp Notification Addon
  • WhatsApp Media Notification Addon

What Users Are Saying

“Recovered $3,500 in overdue payments effortlessly!”

— Mia, Freelance Designer

“No more chasing clients—payments are on time now.”

— John, Shop Owner

“The portal keeps clients happy and my team organized.”

— Sarah, Agency Lead

Ready to Optimize Your Billing?

Start with the Standard Plan and enhance with add-ons as needed.