InvoiceTrax Features:

InvoiceTrax was designed as a business productivity service with integrated quote, invoice, account statement and product/service expenses functionality. InvoiceTrax tracks suppliers, clients, expenses and invoices while providing analysis tools such as profit to cost summaries, and employee performance history,

InvoiceTrax allows clients to login to a online self management portal and download, print, and pay invoices.

Staff features:

Unlimited clients
- Create, delete, and edit notes for each client profile.
- Create, delete, and edit files for each client profile.
- Support for billing email address and unlimited email CC for sending invoices, quotes, and account statements
Unlimited suppliers and unlimited expenses
- Create expenses and associate with a supplier.
Unlimited invoice items
- create items with automated cost / profit sale values.
- create items and add items to the invoice.
Unlimited cash receipts
Unlimited counter credit card receipts
Unlimited invoices
- flexible tax structures
- support for tracking number, purchase order for each invoice
- create an invoice:
  - selector for invoice items, or override
  - quantity
  - price populated from item or override
  - discount level for line item (0% default)
  - enable/disable tax by line item
  - enable/disable warranty by line item
  - subtotal, taxes, payments received, totals, and amount due are all automatically calculated
  - add notes for each recurring invoice
- create a payment and apply it to an invoice
- e-mail invoice as a PDF attachment using a standard template.
- email PDF of each invoice directly to client
Unlimited recurring invoices
- structured similar to an invoice
- flexible recurring cycle
  - define month for recurring cycle
  - define day invoice creation
  - enable/disable sending email
  - enable/disable marking invoice as paid
- flexible recurring cycle
Unlimited quotes
- structured similar to an invoice
Flexible payments
- tracks all payments, types, amount due, overdue
Reports
- Download CSV reports for all functionality

Client features:

View PDF invoices
Print invoices
Pay invoices
Review all quotes, with option to "accept" quote
Review and download past payments
Review notes left on their account by an employee
Update billing, shipping, and contact information.
Update billing email address information
Update billing email carbon copy information
Generate account statement
Estimate spending budgets with order history graph
Export invoice history to accounting software via a CSV file

Please note: InvoiceTrax is not an accounting system.

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Contact Name
Contact Email
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QUESTIONS & ANSWERS

Can InvoiceTrax manage recurring invoices?
Absolutely! That is one of the most powerful features of InvoiceTrax, along with managing recurring payments too!

We use a competing product. Why should we switch?
Most competing products or services offer a range of pricing options from free all the way up to $149. a month. The "free" services have extreme limitations and include advertising for the service in emails sent to YOUR client. InvoiceTrax charges $14.95 a month, and has absolutely no limitations and no advertising in emails sent to your clients. In effect, the InvoiceTrax.com service looks like it is your own. We have no branding of our own to conflict with your marketing or branding efforts.

The current service we use does not allow posting revenue from cash sales or counter credit card receipts. Does yours?
Absolutely! We recognize that businesses want to track invoicing and payments as well as cash receipts taken at the counter (including credit card payments processed). No limits, and can be daily or for any period you want - although we would recommend some sort of regular schedule posts.

Can I use my own credit card merchant service?
Yes, with some limitations. The InvoiceTrax.com website does not collect any credit card information from anyone. Our payment gateways are limited to "direct connect" only, where we pass the invoice number and total amount to the credit card merchant service and let them collect the client's billing address and credit card information. The credit card merchant service will pass back the outcome of the credit card payment process (failed or authorized) and return the client back to the appropriate page. Based on the information returned by the credit card merchant service, we will post to the database the results of the transaction.

Do I have to sign a contract?
No. Every plan is month to month and you can cancel at any time. Take advantage of our sign-up 30-day money back and you have absolutely no risk in trying InvoiceTrax.

Sounds good, where do I start?
Fill in the Sign Up form above. That will start a three step process and your InvoiceTrax.com account will be created immediately on completing Step 3 (the recurring monthly payment page). That's also a good way to test our payment processing capabilities through our own credit card merchant service with Internet Secure.

InvoiceTrax Features:

Staff features:

Client features:

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QUESTIONS & ANSWERS