This application provides comprehensive tools to manage your business efficiently while on the move, catering to small business owners, contractors, and freelancers. It combines invoicing, estimate creation, payment processing, automatic reminders, and real-time tracking and reporting in a single platform. Users can easily generate professional-looking invoices and estimates, request deposits, and manage their billing without worrying about monthly fees, making it a cost-effective solution for various business needs.
The app allows you to create different types of financial documents such as receipts, invoices, estimates, or bills with just a few taps. You can include multiple items or services in a single estimate, convert estimates to invoices seamlessly, and personalize invoices with your branding, logos, line items, attachments, messages, and color schemes. Additionally, you'll be able to add milestones or deposits to invoices, automate reminders for overdue or upcoming payments, and accept various payment methods including credit cards, debit cards, Google Pay, cash, checks, and ACH payments for maximum flexibility.
Furthermore, the platform supports recurring billing and the storage of customer payment information to facilitate automatic charges. It provides insights into customer interactions such as invoice views and payments, helping you stay on top of your cash flow. You can also create digital contracts with signatures and payments, track all financial activities in one place, and access funds instantly through the Square Card or by transferring money to your bank account, which is available with minimal fees and next-day options.
Most notably, the app offers unlimited free sending of invoices and estimates, with no monthly charges. Payments made online or in person are processed with transparent fees, and there are no charges for cash or check payments. The system's automation features help reduce manual follow-ups, while real-time reporting aids in better financial decision-making. Whether you need to send a quote, request a deposit, invoice clients regularly, or bill for your services, this app aims to serve as a complete, user-friendly solution for managing payments and business operations hassle-free.