Do I have to access the Platform on my Desktop/Laptop?
No. Our Invoice platform can be accessed on the go and you can use it directly from your mobile device.
Can the platform link to my bank account?
Yes and No!
Yes: Our platform will link to your bank account only to ensure that online payments are routed directly to your account. This you can either use your bank account directly if you are in the United States of America.
No: However, in South Africa and the rest of the world you will need to find a third-party such as PayPal or PayFast to link and accept online payments.
Please bear in mind that when you receive a payment the platform will not record this automatically as it has no access to your physical transaction history.
Do I have to update client details myself?
You are more than welcome to update the client details if you prefer to do things yourself. However, with our platform, clients have a link which sends them directly to their personal “Client Dashboard” where they can amend their details, view transaction/invoice history, see outstanding invoices, etc. Our platform will do its best to cater to your business needs.
What do I do if a client has not paid on time?
Good News!!! Providing that you have receipted the amount received in your bank account to the invoice issued all will be in order. Should the client have missed the payment deadline completely or should you not have receipted the payment in time, our platform can send out reminder emails to your clients automatically. We can adjust the platform to also add on a late payment fee should the client not pay on time.
What do I do when a Quotation has been accepted?
We have you covered!! Once the client accepts the quotation on their end, our platform immediately generates an invoice and sends it to the client within seconds after accepting the quotation.
Can I charge an Hourly rate?
You certainly can! Once we have setup your profile and you confirmed your standard business hourly rate, we build that into the system for you. All you will need to do is confirm the number of hours worked and the system calculates the rest. You can immediately invoice for this as you are using the system on the go.