InfoFlo Pay is a web-based and mobile-friendly invoicing software designed for efficient management of client invoicing and estimates. This tool suite is ideal for print shop management, featuring key capabilities such as order tracking, estimating, integrated payment processing, work orders, and a streamlined design and production workflow.
InfoFlo Pay Key Features
- Quick creation of new estimates with options for selecting customers and line items from auto-fill lists or adding new ones.
- Integrated email service with Mailgun ensures reliable delivery of estimates.
- Simple estimate acceptance process via email links, with automatic conversion of accepted estimates to invoices.
- Comprehensive estimate viewing and sorting capabilities, including filters for date and status.
- Additional functionalities like viewing estimate history, email notifications, and estimate duplication.
- Customizable PDF estimates that can include company branding.
Invoice Creation and Payment Tracking
- Seamless conversion of estimates to invoices.
- Easy creation of new invoices, with auto-fill options for customers and products/services.
- Dependable invoice delivery using Mailgun integration.
- Convenient client portal for invoice access and payment.
- Diverse payment processing options, including phone and online payments through integrated payment processors.
- Comprehensive invoice tracking, including search, sorting, and status filtering.
- Action buttons for invoice management, such as PDF extraction, resending, and duplication.
- Clear and customizable invoice presentation.
Payment Management and Tracking
- Efficient payment processing with integrated options, supporting credit cards, and other methods like cash and cheque.
- Transparent pricing for transactions.
- Automated notifications for overdue invoices and payment views.
- Built-in CRM for streamlined client information management.
- Easy access to linked estimates, invoices, and statements for each customer.
- Automatic creation of customer access with each new estimate or invoice.
- Client-specific views for estimates, invoices, and statements, with options for conversion, download, and sharing.