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Our Process

Heart of our process is transparency and we take our customers through the process to ensure they become part of the journey in product development.

Dashboard

Have a bird’s eye view of all transactions for a specific duration – from your expenses to the payments you await. Spot trends and patterns in the process and optimize for growth.

Ticket

Handle customer queries with ease with the built-in ticketing system. Prioritize tickets, assign them in real time, schedule tasks and make way for better customer experience in just a few clicks.

Invoice

Invoicing has never been so easy with preloaded templates to make your job simpler. Simply add particulars and automate your invoicing process and skip to getting paid. Also set up recurring invoices for long-term clients.

Payment

Seamlessly integrate payment systems so your clients could instantly pay easily from a mode of their choice such as credit cards, debit cards, PayPal and more. Clients missed payments? Charge late fees as well.

Calendar

Manage your days and weeks better with the calendar feature. Schedule appointments, reminders for your tasks and have a clean modus operandi with this handy feature.

Subscription

Have a recurring income or revenue? Ensure your invoicing is tailored to those requirements with the portal’s subscription features. From auto invoicing to service termination for non-payments, manage all intricacies hassle free.

Service Contract

Not all customers come with the same requirements. Now have individual contracts tailored for each client easily with our contracts services. Include your terms and conditions, manage roles and access and ensure peace of mind for the entire collaboration.

Reports

Access and retrieve details of all your transactions or retrieve them by your specific commands or instruction. From historic data to simple visualization features for advanced analysis and inferences, our reporting feature is the companion that takes care of it all.

Problem

Distinct problems, concerns and features specific to different clients, industries and market segments had to be addressed during the development process. This identification is what makes the entire portal universal, versatile and efficient. For this, we had to identify aspects such as:

  • Ticketing to record each and every services and appointments
  • Auto invoicing for subsequent months (EUI)
  • Recurring elements like subscriptions and service contracts
  • Specific customer requirements with respect to invoice and taxes
  • Multiple payment methods for payments

Challenges

The identification of these factors further gave rise to intricate complexities that further required attention and newer airtight solutions. That’s when we developed MVPs, rolled them out, got them tested and optimized the fixes for perfection. We also had to make the entire portal user-friendly with minimal elements and learning curve.

Result

The challenges were addressed and the hurdles were fixed by the team. What is out there in the market today is the full-fledged invoicing tool made for small, medium and large businesses alike. Individual and collective efforts have gone into the development of the product. We are proud to be a part of a system which makes it easier for businesses to collaborate and operate.

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