New Quoting & Invoicing Functionality

We have just released version 3.0 of Klipboard, which includes brand new Quoting & Invoicing functionality, as well as the ability to integrate with Xero accounting software. The new Quoting & Invoicing functionality will make the process of securing jobs and receiving payment all the more easier.

Quoting

Produce professional looking quotes to send to prospective customers, set up all product and service descriptions, unit costs and line item details, eliminate double entry and speed up the process of creating quotes. They can be branded with your company logo, as well as required deposits, messages or any other information you may need to include. You have the ability to track the status of quotes ensuring you convert these to new business and our our quote dashboard lets you have a quick glance at high stats to see how your business is performing, identify follow up opportunities and track wins

Invoicing

Invoicing made simple! Once a task has been completed, you will be notified to invoice for it and you can seamlessly convert client quotes and line item costs into a predetermined invoice template. With a couple of clicks, your invoice is emailed to your client with an automated message defined by you.

Klipboard provides a dashboard with clear stats on all invoices sent, paid and overdue, ensuring you can track and manage cash flow for your business effectively. Enhancing management further, we provide a separate dashboard for each individual client you set up, allowing you full insight into the status of invoices for that client. A comprehensive search and filter functionality ensures you can access the billing history of your client quickly.

The new functionality also allows you to integrate with your Xero accounting package to ensure accurate records for client, invoice and payment information between Klipboard and Xero.  Keep your client and accounting as up to date as possible and cut out re-entry of data!