Online Invoicing & Web Based Billing

Features of 2ndSite Online Invoicing & Web Based Billing

Feature Admin Staff Clients Invoice Creation Recurring Billing/Auto Invoice Creation Items Discounts Taxes World Wide Currency Codes and Symbols Logo and Color Customization Printer Friendly Invoice and Invoice Preview Client Import/Export Invoice Status Sorting Online Payment Direct Link Invoice Viewing Automated Late Payment Notifications Invoice Generation from Staff Timesheets Detailed Payment History Invoice Search Dispute Resolution Export Invoice Records Reports 24/7 Online Access

New feature Enhanced feature

Invoice Creation

Easy invoice creation with user friendly invoice creation form.

Recurring Billing/Auto Invoicing NEW!

Create recurring invoices that will be sent for you automatically at the intervals (weekly, monthly, etc.) you decide.

Set start dates and the number of invoices you wish created.

Enable your recurring invoices to automatically bill your clients with recurring billing.

Items

	Ability to create unlimited items.
	Setup items for products or services for flawless invoice creation.
	Item fields include name or code, description, price, quantities and even applicable taxes.

Discounts

Easily include discounts as line items on your invoice.

Taxes

Apply custom preset taxes to your invoices.

World Wide Currency Code and Symbols

Set your system to use and track sales with the currency of your choice.

Logo and Color Customization

	Customize your invoice template with custom color schemes.
	Add your company's logo to the top of each invoice.
	Add your logo and company colors to the application screen.

Printer Friendly Invoice and Invoice Preview ENHANCED!

	Print your invoice in a printer friendly format which folds and fits into a standard window envelope
	Preview your invoice before sending it out to your clients.

Client Import/Export

	Import and export and synchronize client records to and from QuickBooks, Simply Accounting, MYOB and Excel.
	Import and export from your own custom application using a comma separated text file.

Invoice Status

	Manage your invoices by payment status.
	Sort your invoices by payment status.
	Possible payment statuses are: PENDING, SENT, VIEWED, DISPUTED, PAID.
	Invoice management by payment status is unique to 2ndSite and saves you time tracking and managing your invoices (patent pending).

Sorting

	Sort your invoices quickly with one click
	Sort by invoice number, client name, date, total and status.

Online Payment

Receive and send payment online with secure payment plugins like PayPal, 2Checkout, VeriSign, PSiGate, Electracash, Authorize.net or Paradata.

Direct Link Invoice Viewing     

Let your clients go directly to their invoices by clicking on the link provided in their invoice notification.

Automated Late Payment Notifications NEW!

Automatically send late payment notifications to clients who are late paying their invoices. Your late payment emails are customizable, and multiple notifications can be sent at intervals of your choosing (i.e. 30, 60, 90 days).

Invoice Generation from Staff Timesheets NEW!

Generate three types of invoice (detailed, task summary or single line) from your timesheet data in one click.

Detailed Payment HistoryNEW!

Track date, payment type and many more details for each payment you receive.

Your clients get a dedicated report of their payments, and you get a detailed report of all the payments you have received.

Invoice Search    

Quickly find any invoice(s) using the invoice search tool.

Dispute Resolution     

	Receive notifications and track progress.
	Quickly and easily resolve invoice disputes. Turn on or off to suit your preferences.

Export Invoice Records

	Invoice records can be exported to a comma separated file for easy manipulation in Excel or other spreadsheet and database applications.
	Exported file can be easily imported into your accounting or office application.

Reports

	Intuitive real time reports lets you see critical information such as: total billed, received and outstanding sales by client and by staff member.
	Export the reports to a comma separated or Excel file.

24/7 Online Access

Users have 24/7 access to their invoices as long as they have an internet connection.