Estimates & Invoicing

Managing invoices is fast and easy with this system

Everything You Need in One Place

Customize user dashboards, charts, and reports

Payments & Deposits

Getting Paid on your Terms

Take control of your invoicing!

Fully customizable, and features you can’t get anywhere else.

Reduce the time spent getting paid! Improve your shuls workflow with automated tasks for fielding project requests & getting paid.

 

Managing line items is fast and easy with these features: drag and drop reordering, parent/child relationships, pre-defined quick add, & multiple line-item types.

Client Dashboards

The dashboard provides your clients easy access to their outstanding invoices, and invoice payment history.

Clients have multiple ways to access their dashboard: a username and password; or private url similar to those private urls that estimates and invoices have.

Reporting & Charts

The absolute best way to see reports and advanced charts.

The Dashboard: Your shul are a glance with the estimate and invoice dashboards as well as interactive charts are found on the admin Dashboard.