Most Proficient Invoice Management Software
iNext CRM invoice management software allows you to create professional and proficient invoices in a minute that help you to get paid faster.
Fully customizable and allows you to add the company terms and is a great tool to design your own.
Invoice Management
iNext CRM invoice management software allows you to create professional and proficient invoices in a minute that help you to get paid faster. Fully customizable and allows you to add company terms and is a great tool to design your own. The iNext CRM - best invoice management software has lots of features that will give your organization an edge of technology to perform at its highest peak.
Instant & Auto Creation
You can create an invoice in just one click by converting a proposal to invoice. And even recurring invoices does not need a click, they create automatically as the recurring date arrives. Even If you are creating a new invoice it does not takes much time, you can copy one or create one with just selecting a client or lead and then the product, and the invoice is ready.
Web View
iNext CRM has a web view of invoices, which can be shared with clients. The web view allows clients to view the proposal easily on any device, download PDF and they can pay the invoice by clicking the payment button or payment details can be found below the invoice particulars.
Sales Items
Set it and forget it. Yes, you just have to set all your sales items once in iNext crm and they will be available through all the CRM circle wherever applicable. Your employees don’t have to bother about the product price, just pick the product and all details come in with the price. It’s that simple.
Discount the Way you want
iNext CRM gives you the power to control the way the discount would be applied.
Download, Print, View PDF
Finally, you get beautifully crafted printable, shareable PDF format of invoice.
Activity Log, Reminders, Tasks & Notes
To save your time and efforts, iNext CRM gives you additional functionality
Merge Multiple Invoices
While creating an invoice, if you have selected a customer whose all invoices
Accept Online / Offline Payments
You can accept payments online, iNext CRM allows to integrate payment gateways. Apart from that you can add multiple bank details and select whichever you wish to be shown on the invoice.
Easy Recurring Invoice
The beauty of iNext CRM - invoice management software is you don’t have to worry about the recurring invoices. While creating an invoice you just have to select the recurring date the way you want it, it has great flexibility selecting your recurring date. And as the recurring date arrives, the invoice will be created and the status will be draft. You just have to overview it and send it.
Easy Recurring Invoice
The beautify of iNext CRM invoice management is you don’t have to worry about the recurring invoices. While creating an invoice you just have to select the recurring date the way you want it, it has a great flexibility selecting your recurring date. And as the recurring date arrives, the invoice will be created and the status will be draft. You just have to overview it and send it.
SMS Alerts (Transactional)
iNext Smart Alert system send Transactional SMS to the customer if their Invoices is overdue. Also, a Confirmation SMS message gets sent after successfully payment process online or added manually. Transactional SMS can be sent anytime to any number, No DND is applicable, hence your message would breach to the customer. This system helps a lot when your customers do not email friendly.
Accept Payments Online
iNext CRM has modules developed for various payment gateways to receive payments in India. Payment gateways such as RazorPay, Instamojo, PayUMoney, Paypal etc. Make it easy to make payment for your customers with iNext CRM Solution.
Do all of this and more with your iNext CRM
Export
Import all your existing invoices as needed
Copy
Don’t spend your time again to make the same invoice. Copy it and save your valuable time.
Auto Reminder
iNext CRM follows up with the due invoices as you set the auto reminder dates.
Add Payment
Post payment accepted you can add the payment to the invoice to your record purpose.
Email Tracking
You can track how many time an invoice has been emailed to the client along with an open status
View Tracking
You can track who has been viewed the invoice with date and time. Also, you get to know if he viewed the web version of the invoice or not.
Bill to Tasks
You can also add a billable task as you add salable items
Multiple Payment Mode
You can select multiple payment modes while creating invoice, all the bank details will be shown on the invoice for easy payment
Pause Reminder
If any customer is complaining about auto reminders, you can pause the reminder
Create Credit Note
Ad credit notes to an invoice if you have to give any
Attach Files
Attached any file needed to store for record purpose i.e. a bank payment receipt copy etc.
Only Recurring
You can view all recurring invoices at one glance.
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