Generate, Invoice, Receive Payment
Invoices, Estimates, and Receipts
Invoice Creation and Price Quotations
- Simplify client creation and invoicing with ease
- Set up recurring invoices and save client payment profiles with ease
- Deliver invoices using Gmail, MSN, or a custom SMTP setup
- Simplify invoicing and quoting with the auto-fill product library feature
- Attach third-party files directly to invoices and client emails
- Financial Reports, Aging Accounts, and Customer Statements
Faster Client Payments
- Support credit card payments, ACH, PayPal, and other gateways
- Clients can make payments with ease directly from the invoice by clicking a button
- Be notified instantly through app and email when your clients access the invoice.
- Get real-time updates when payments are processed
- Automatically send reminders for payments and past due balances
Receive Payments Quickly
Invoice Generation & Payment Processing Features
Generate and Deliver Invoices & Quotes in Real-Time
Real-time PDF preview creation shows your invoice review as you build it in real-time
Link up to 10 companies with one click
Manage invoices for up to 10 businesses under a single Invoice PayBolt account
Monitor and manage inventory levels in real-time.
Inventory levels are automatically updated as products are invoiced, with notifications triggered when stock reaches low thresholds
Client portal with access to invoice and payment history
Clients can access their invoices, quotes, payments, documents, and complete transaction history in one place
Enable deposits and partial payment options
Set up requests for partial payments or deposits, and the invoice will automatically update itself
Support for multiple currencies and languages
Choose from dozens of languages and currencies, and customize them individually for each client!
Enable or disable recurring billing when cloning invoices or quotations
Clone recurring invoices into regular invoices, and vice versa, with ease
Personalize payment instructions to suit your needs
Have a unique payment method? Easily add custom payment instructions directly on the invoice and in the client portal
Manage and track vendor purchase orders
Create purchase orders to email vendors, and convert approved POs into expenses for rebilling or logging for reporting purposes
Send invoices and quotes effortlessly using your custom SMTP setup
Send invoices, quotes, and payment emails through your custom SMTP server for a fully branded client experience
Customize email subject lines and body text to align with your messaging
Customize your invoice email content to boost open rates and enhance brand recognition
Set a BCC for invoice and quote emails
Include additional team members in notifications to keep everyone informed
Add your company logo
Upload your company logo and personalize your invoice template by adjusting the colors to align with your brand identity!
Real-time dashboard data
View revenue, invoices sent, and recent activity data. Track upcoming invoices, overdue invoices, and much more!
Automated billing and recurring payments
Streamline your workflow by setting up recurring invoices for long-term clients and automating billing
Approved quotes are automatically converted into payable invoices
Convert approved quotes into invoices instantly with a single click or enable automatic conversion upon client approval
Import and track vendor expenses
Automatically sync your expense data with your Invoice Paybolt account for seamless tracking and management
Send invoices and quotations in bulk via email with ease
Save time by quickly selecting and emailing multiple invoices and quotations at once
Toggle your navigation modules on or off as needed
Customize your menu navigation to show more or less based on your preferences, both in the admin portal and client portal
Manage multiple contacts for each client
Add multiple contacts for each client to ensure the right people are notified when invoices are sent
Configure settings for handling overpayments and underpayments
Allow clients to pay extra (e.g., tipping) or set a minimum payment requirement on invoices to enable a payment schedule
Send invoices and quotes directly via Gmail or MSN accounts.
Our most requested feature is here! Email invoices, quotes, and payment reminders seamlessly via your Gmail or MSN accounts
Attach third-party files to invoices and expenses for easy reference
Attach important files such as .doc, .ppt, .xls, .jpg, .png, .pdf, and more to your client's invoices and client-side portal for easy access and sharing
Generate and Deliver Invoices & Quotes in Real-Time
Real-time PDF preview creation shows your invoice review as you build it in real-time
Add your company logo
Upload your company logo and personalize your invoice template by adjusting the colors to align with your brand identity!
Link up to 10 companies with one click
Manage invoices for up to 10 businesses under a single Invoice PayBolt account
Real-time dashboard data
View revenue, invoices sent, and recent activity data. Track upcoming invoices, overdue invoices, and much more!
Monitor and manage inventory levels in real-time.
Inventory levels are automatically updated as products are invoiced, with notifications triggered when stock reaches low thresholds
Automated billing and recurring payments
Streamline your workflow by setting up recurring invoices for long-term clients and automating billing
Client portal with access to invoice and payment history
Clients can access their invoices, quotes, payments, documents, and complete transaction history in one place
Approved quotes are automatically converted into payable invoices
Convert approved quotes into invoices instantly with a single click or enable automatic conversion upon client approval
Enable deposits and partial payment options
Set up requests for partial payments or deposits, and the invoice will automatically update itself
Import and track vendor expenses
Automatically sync your expense data with your Invoice Paybolt account for seamless tracking and management
Support for multiple currencies and languages
Choose from dozens of languages and currencies, and customize them individually for each client!
Send invoices and quotations in bulk via email with ease
Save time by quickly selecting and emailing multiple invoices and quotations at once
Enable or disable recurring billing when cloning invoices or quotations
Clone recurring invoices into regular invoices, and vice versa, with ease
Toggle your navigation modules on or off as needed
Customize your menu navigation to show more or less based on your preferences, both in the admin portal and client portal
Personalize payment instructions to suit your needs
Have a unique payment method? Easily add custom payment instructions directly on the invoice and in the client portal
Manage multiple contacts for each client
Add multiple contacts for each client to ensure the right people are notified when invoices are sent
Manage and track vendor purchase orders
Create purchase orders to email vendors, and convert approved POs into expenses for rebilling or logging for reporting purposes
Configure settings for handling overpayments and underpayments
Allow clients to pay extra (e.g., tipping) or set a minimum payment requirement on invoices to enable a payment schedule
Send invoices and quotes effortlessly using your custom SMTP setup
Send invoices, quotes, and payment emails through your custom SMTP server for a fully branded client experience
Send invoices and quotes directly via Gmail or MSN accounts.
Our most requested feature is here! Email invoices, quotes, and payment reminders seamlessly via your Gmail or MSN accounts
Customize email subject lines and body text to align with your messaging
Customize your invoice email content to boost open rates and enhance brand recognition
Attach third-party files to invoices and expenses for easy reference
Attach important files such as .doc, .ppt, .xls, .jpg, .png, .pdf, and more to your client's invoices and client-side portal for easy access and sharing
Set a BCC for invoice and quote emails
Include additional team members in notifications to keep everyone informed
Link up to 10 companies with one click
Manage invoices for up to 10 businesses under a single Invoice PayBolt account
Automated billing and recurring payments
Streamline your workflow by setting up recurring invoices for long-term clients and automating billing
Enable deposits and partial payment options
Set up requests for partial payments or deposits, and the invoice will automatically update itself
Send invoices and quotations in bulk via email with ease
Save time by quickly selecting and emailing multiple invoices and quotations at once
Personalize payment instructions to suit your needs
Have a unique payment method? Easily add custom payment instructions directly on the invoice and in the client portal
Configure settings for handling overpayments and underpayments
Allow clients to pay extra (e.g., tipping) or set a minimum payment requirement on invoices to enable a payment schedule
Customize email subject lines and body text to align with your messaging
Customize your invoice email content to boost open rates and enhance brand recognition
Real-time dashboard data
View revenue, invoices sent, and recent activity data. Track upcoming invoices, overdue invoices, and much more!
Approved quotes are automatically converted into payable invoices
Convert approved quotes into invoices instantly with a single click or enable automatic conversion upon client approval
Send invoices and quotations in bulk via email with ease
Save time by quickly selecting and emailing multiple invoices and quotations at once
Manage multiple contacts for each client
Add multiple contacts for each client to ensure the right people are notified when invoices are sent
Send invoices and quotes directly via Gmail or MSN accounts.
Our most requested feature is here! Email invoices, quotes, and payment reminders seamlessly via your Gmail or MSN accounts
Hey! Want to know more?Feel free to reach out to us!
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