Key Features
Estimates
Manage Estimates
- Create estimates on your own and send them to your clients easily.
- Want to modify the existing estimate? It's quite possible. You have the option to edit the details of an estimate, set its expiry date, and send it to your clients for approval.
- Approvers/Suppliers will have an option to accept/reject an estimate sent for their approval.
- Users can now set the status of an estimate as Draft/Accepted/Rejected/Closed while creating/updating the estimate.
Duplicate Estimates
- Trying to create similar estimates and send them out? Don't re-create. Just clone the existing estimate, custom-make it as per your business needs, and send it out to your clients online.
- Users can now add line items/products with unit prices and apply Global Tax percentages.
Estimates-to-Invoices
- Instant invoicing! SutiInvoice provides the easiest way to create invoices online. Users can instantly convert an approved estimate to invoice and send it to clients online.
Invoices
Online Invoicing
- Create and send customized invoices online, and manage all your invoice details in a snap. Set options such as applicable taxes, shipping/billing terms, discounts, and discount for individual line items.
Duplicate Invoices
- Clone invoices and customize them according to your business needs. Impress your clients by sending out professional-looking invoices online.
Multi-Currency and Language Support
- SutiInvoice supports multiple currencies and languages for overseas payments.
- Users can set currency and language on client-basis.
Customizations
- Customize your own estimate and invoice templates according to your business needs. It allows you to create beautiful templates with simple options to include logo, format, style, flexible body editing, and more.
- Make use of built-in/custom templates while creating estimates/invoices.
- Customizable email templates to create email content on your own.
Recurring Invoices
- Repeatedly doing manual entries to send similar invoices often? Now send invoices periodically to your regular clients using the recurring invoice feature.
- Create a recurring invoice on daily/weekly/monthly/yearly basis, set the date range, and select the client for whom the invoice has to be generated.
View Invoices Online
- Invoice your clients and let them view it without having to download the attachment. Clients can view the invoice details easily by just clicking on the link provided.
Online Tracking
- Track and view all your invoices that are paid, open, or past their due date and take pertinent action.
- Track all your customer payment records and prompt them to make payments online; send thank-you emails.
Acknowledgements and Reminders
- Send payment acknowledgements and reminders to your clients from within SutiInvoice.
- Users can manually send reminders for outstanding invoice payments using built-in reminder templates or by creating email content on their own.
Inventory Management
- Create and manage quantity of products within SutiInvoice using the Inventory module.
- Inventory allows you to get complete visibility and access to stock level information.
- It automatically adds/deducts the quantity of products from an inventory whenever a product is added to an invoice or deleted from invoice respectively.
Online Payments
- SutiInvoice supports both online and offline payment modes. It has been integrated with Amazon, Google, and PayPal for secure online payments.
- Users can easily track payments made through offline mode such as bank transfer, cash on delivery, and pre-payment from within SutiInvoice.
Reports
- Generate real-time comprehensive reports. View and export the details of clients, invoices, payments, sales, and more.
- Generate and export reports such as client balances, taxes, invoice aging, payments over-due, sales by client, and other invoice details.
Other
Import Client Data
- Client data can be imported from Billing Boss or your local disk
- From Billing Boss: Export client data from Billing Boss into a .CSV file and import that data into SutiInvoice.
- Using Import Clients: Import data into SutiInvoice using Import Clients option. You can download the sample template to organize your data in the corresponding sample format.
Import Product Data
- Product data can be imported from your local disk. Import product data into SutiInvoice using the Import Products option.
Client Management
- SutiInvoice has been integrated with Gmail for you to search and import client data from your Gmail account.
Client Support
- SutiInvoice provides email support for customers to get quick solutions for their queries.
- It provides customers with a forum to view the latest news, discussions on topics, release notes, new features, and functionality.
Products
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SutiSoft, Inc. All Rights Reserved
