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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

With our system, both your employees and clients can conveniently access features for tracking time, managing tasks, and processing invoices from any location. We have developed a superior solution to help you stay organized. Cashboard seamlessly integrates all of your business functions, enabling you to monitor everything—from client proposal acceptances to outstanding payments. Built from the ground up, Cashboard effectively addresses your organizational challenges. Our expertise in enhancing productivity allows us to assist you in achieving the same results. Many so-called "easy" solutions quickly become inadequate as your needs evolve, leaving you trapped with subpar tools. In contrast, we prioritize providing you with maximum flexibility and robust capabilities while ensuring ease of use for both your staff and clients, creating a comprehensive experience that adapts as your business grows. With Cashboard, you won’t just keep up; you’ll stay ahead.

Description

CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

2Subscribe
Basecamp
MerchantPlus
PayPal
SendGrid
Stripe

Integrations

2Subscribe
Basecamp
MerchantPlus
PayPal
SendGrid
Stripe

Pricing Details

$8.25 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Casa Curren, LLC

Website

cashboardapp.com

Vendor Details

Company Name

CloudBooks

Founded

2013

Country

United States

Website

www.cloudbooksapp.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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