Invoicing CRM Software
Create beautiful and comprehensive invoices
Save time spent on making appointments over phone and emails with this easy-to-use online appointment booking software. Define your availability and have clients making bookings 24/7.
- Create custom invoices and credit notes
- Fully-customizable templates
- Send invoices and reminders in one click
- Turn quotes and subscriptions into invoices
- Multilingual and multi-currency
- Multiple businesses
- Sales taxes and Discounts at item level
- Only predefined users can access invoices
Send Invoices and Reminders
You can easily send invoices and payment reminders in one click. With just one click, a message addressed to the customer’s email will be generated, with the pdf invoice attached.
The template of all emails can be customized (for each language) and can also be changed on the fly before sending the message.
Quotes and Subscriptions
Turn quotes and subscriptions into invoices in seconds.
If you use the Onpipeline Quote Manager, you can generate an invoice automatically in 5 seconds, by extracting the contents from the Quote created by your sales team. This time-saving measure also reduces the chances of human error.
If you use subscriptions, you can optionally configure Onpipeline to automatically generate an invoice or draft on the renewal date and, if you wish, send it to the customer via email.
Multiple businesses
If you need to invoice from different companies you can do it within the same account by creating a template / business for each company that has to issue invoices.
Each business has a customizable template that can be associated with both customers and invoices, and has dedicated numbering. Furthermore, every business can send emails from a different sender and email address.
Multilingual & multi-currency
If your business is international you can take full advantage of the features we offer.
You can invoice in the currency of your choice with our built-in currency converter. You can also send invoices in different languages according to the customer, choosing among the supported languages but also adding additional languages if necessary.
Keep Track of Invoices
Tracking payments and creating invoices manually can be time-consuming and, if done incorrectly, can cause cash flow problems for small businesses.
Having an organized system where all invoices and receipts are in one place can save time for business owners.
3 reasons to consider a CRM with Invoicing
1. Data in One Place
Once you win a deal, immediately send an invoice directly from the CRM without other communication methods.
2. Analytics
When you send invoices through your CRM, you can immediately know how many of your sales in the pipeline pay.
3. Save Time
Prospects don’t get invoices, they get quotes. Consider a CRM that turns a quote into an invoice with one click.
Frequently Asked Questions
The software is included in all plans, at no additional cost! An Advanced account is required to use multiple businesses.
We offer fully-customizable templates to add your logo, personal messages, layout and a colour scheme specific to your business. It is also possible if you are an expert user to directly customize the HTML code of the template used for pdf invoices.
No software to install on your computer. Onpipeline runs on the cloud so you can use any operating system (Windows, MAC, Linux etc.) and the hardware of your choice. It’s 100% web-based, meaning you can access it from anywhere.
Yes of course. The system works autonomously with a separate customer base for invoices and there is no need to use the other CRM features.
You can offer your customers the payment method you prefer. Inside the invoice or email template you can enter instructions on how to pay invoices.
At the moment you can send reminders only manually, with just a click next to the “overdue” label.
Yes. You can download your invoices in a csv format at any time (and import to your accounting software). It is also possible to save to your had drive the pdf invoice.
Onpipeline™ is a cloud-based CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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