Automate Invoice Payment Reminders – New Feature

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...

Track Stock/Inventory in CloudBooks

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...

CloudBooks now have Chat & Messaging feature to communicate live with clients.

CloudBooks now have Chat & Messaging feature to communicate live with clients. From the last couple of days we are working on this feature and now its live to users. If you would like to try this out, just login to CloudBooks and click on Messages tab to test this features. Also let your clients know about this. Happy Invoicing :)