The PlanetSoho invoicing tool automatically tracks the entire billing process for you - from customers to cash.
You can attach the lead’s info to an estimate and send it from within the system. Automatic status updates will let you know when the recipient views, comments on, or approves the estimate.
You can then convert the lead to a client and convert the estimate to an invoice - automatically, of course.
When you send your client an invoice, the status will appear in your news feed, so you can see when the client views, comments on, or pays the invoice. PlanetSoho's built-in PayPal integration means you'll receive payments automatically or, if you prefer paper billing, you can choose to have us mail your invoices for you.
It's really that simple to get paid!
Every step of the way, you'll know the status of all your jobs without having to worry about keeping track of everything. We make it easy for you to spend less time on busywork and more time on your real work.
Learn how we can help you to Get Organized, Get Promoted and Get Paid.