Tool for automating freelance billing. Manages clients, integrates payments, and automates charges. Features include centralized client management, automated recurring billing, easy payment links, custom payment reminders, personalized email templates, and dashboard insights. Integrates with payment providers like Stripe and PayPal. Offers simple pricing plans.
Features
Centralized Client Management
Easily track and manage client information in one centralized hub. Manage your clients effortlessly.
Automated Recurring Billing
Set up automated recurring charges to ensure consistent billing cycles, automating revenue streams.
Easy Payment Links
Streamline payments with short links directing customers to a detailed payment screen with set methods.
Custom Payment Reminders
Set tailored reminders for all payment stages to ensure smooth operations.
Dashboard Insights
Track income and metrics on a user-friendly dashboard with trends and insights to inform decisions.
Personalized Email Templates
Customize email templates for brand consistency, using personalized messages and dynamic data.
Notification settings
Allows users to choose different events to be notified about. This helps users stay updated on activities or tasks that are important to them.
Visualization and workflow enhancements
Introduces improvements to how data and workflows are visualized, making it easier for users to see trends and manage tasks efficiently.
New estimates module
Enables users to create and send estimates to clients directly from the platform. This feature simplifies the process of providing pricing information and turns estimates into invoices with ease.
Spanish enhanced UI
Improves the user interface for Spanish-speaking users, making the platform more accessible and user-friendly for a broader audience.
Easy data filtering
Provides users with options to filter data based on different criteria, improving the ability to view and manage specific information quickly.
PDF downloads and email templates
Allows for customization of emails and downloading information in PDF format, giving users flexibility in presentation and communication.
Paypal integration
Integrates with PayPal, enabling users to process payments through this popular platform. This makes it easier to manage transactions directly within the app.
Stripe integration
Integrates with Stripe to facilitate quick and easy online payment processing. This enhances the app's functionality in handling payments directly.
Enhancements in authentication
Improves the login process to make it more secure and user-friendly. This includes updates to password recovery and multi-factor authentication.
First stable release
Marks the release of a stable version of the platform, ensuring reliability and completeness of features offered to users.
Integration with PayU
Under review for possible implementation.
Integration with ePayco
Under review for potential addition to the platform.
Improve a customer’s detail page
Planned feature to enhance the customer detail view.
Ability to sort payment methods on the customer screen
Planned feature allowing users to sort payment methods for better organization.
Ability to sort listings by fields
Planned feature to help users organize listings based on different criteria.
Webhooks for different events occurring
Planned feature to notify other systems when certain events occur.
Import clients from CSV
Planned feature to allow bulk import of client data via CSV files.
Export charges to CSV
Planned feature to enable exporting charge data for external use.
To clone templates
Planned feature for the duplication of templates for easier reuse.
Integration with MercadoLibre
Currently in progress to integrate with the MercadoLibre platform.
Spanish translation
In progress to add Spanish language support.