Send Invoice to Multiple Contacts:
We have enabled multiple clients invoice emailing feature:
Now you can send the Invoice to the main contact and also CC to another contacts. You just need to check mark the contact you wish you send invoice. Please see below screenshot.
New Feature: Customer Ratings and Reviews: (more…)
CloudBooks now have Invoice Autobiography feature. Not only does it tell you when the invoice was paid, but it also keeps track of when the invoice was OPEN (viewed) (as seen in the screen shot below).
Automate Invoice Payment Reminders – New Feature:
Automate Payment Reminders now Live in CloudBooks
Your CloudBooks account can automatically ping customers to remind them they owe you money and even follow up again when they’re late paying.
Hop into your Settings link in your CloudBooks account. Click on the Emails sub-navigation tab. Click Late Payment Reminders.
You can set up nagging emails to go out automatically at pre-defined times and use neat email “variables” to automatically plug things like the invoice amount or client name into the email template for you.
Play around with the options and the three different reminders you can set up. If you’re not sure how any of this works, just drop me a note email@example.com. Set it, forget it: get paid!
Track Stock/Inventory in CloudBooks:
A big update today. CloudBooks now offers inventory and stock tracking functionality in our invoicing solution.
Item records (both products and services are supported) contain few fields. You can enter a name, description, cost, quantity, and taxes. Enter the number you currently have in stock, and CloudBooks will reduce that number every time you include that item on an invoice. You can add more items as you purchase them. This is not true inventory-tracking, but it’s more than most of CloudBooks’ competitors offer.