Out-of-the-box Features

Clients

Create and manage your clients with CloudInvoice. Add invoices for your clients and maintain their contact information

Payments

Manage payments for each invoice by keeping a record of the amount and when the payment was made. Add a note for each payment and keep track of amounts remaining

Custom Fields

Item Cost and quantity not enough? We feature custom fields which allow you to add extra fields for each invoice item. You can name your custom fields any way you want

Email, Fax or Save

Save your invoices to pdf or send them to your clients via email or fax. You can provide multiple recipients in your email and add a custom message

Want CloudInvoice customized for your business? Need additional features? Our custom solutions team will create a customized platform specific for your business. Contact Us

Dashboard

Our dashboard provides you with a view of Year-to-date and Month-to-date values of open, closed and overdue invoices.

Invoices

In addition to providing item cost, quantity and custom fields. Assign an invoice to an already created client or create new clients right from the invoice addition. Add as many invoice items you need. The main invoice screen will provide a way to search for invoices based on dates, clients or invoice status.

Custom Fields

Custom fields provide extra fields related to your industry. When cost and quantity arent enough, add your own custom fields. These are placed for each invoice item.

Payments

Add payments to your invoices and keep track of when they are paid and the amount. The payments will be tied to an invoice and provide remaining and paid values. Also, you may add any comments for each payment made (good idea for check numbers).

Clients

Manage your clients contact information. Also, the main clients screen provides a quick way to search for clients based on contact names, phone, email or company name.

Email, Fax or Save

Email or Fax invoices to your clients or save them as pdf documents. When using email you may provide a custom message as well as include multiple recipients.

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