This is a screen shot of the main screen – the Dashboard. With one
view you can see the status of all invoices, payments and due amounts. You can drill-down
to view invoices, clients, email invoices, and make manual payments.
Here's a typical client list. From this screen you can view
and edit client details, generate account statements, generate vCard, view and print
a Google map to the client's location. From the client detail screen, you can define
payment terms, standard discount levels, billing email address, cc email address (for billing),
have client specific tax rates (up to two levels), define a marketing campaign (for bulk emailing),
upload files specific for this client, store notes about the client, generate a Billing label,
generate a vCard, view a Google map to the client's location, and view client access logs.
Managing payments is a breeze, whether manually entered or
paid online by the client. InvoiceTrax manages partial payments, full payments,
even credits towards future invoices. From this screen, delete payments, email payment
details to the client, view/edit payments, view/edit invoices, view/edit staff, view/edit clients,
and view payments and amounts due status.
From the payments detail screen, you can define the payment method, include any attachments
that will be emailed along with the payment notification, define the amount of the payment,
define the payment reference, and date received.
Recurring Invoice screen (the invoice screen is similar). From
this screen, update client details, tracking number, purchase order, date created,
date due, date recurring invoice expires, recurring cycle (each of the 12 months),
choose to send emails on creating invoice, choose to mark payment as paid on creating
invoice, add invoice items (unlimited), item quantity, price, discount, taxes (no limits,
handles US federal, US state, Canadian GST, PST, HST, UK VAT, etc.), and define if this
is a warranty claim (will zero out line item extended price). Calculations are automatic
once you update. You can also add invoice notes.
... and more!
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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.
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