Get Paid Faster
Get the fastest invoice to payment workflow on the market with a uniquely integrated feature set.
Get the fastest invoice to payment workflow on the market with a uniquely integrated feature set.
Start your free 60-day trial today. Send your first estimate within 5 minutes of signing up!
Built-in CRM
Never lose customer information or create complicated spreadsheets again. With InfoFlo Pay built-in CRM, all your clients remain stored in an organized system. Fully searchable with drill-down capability to the deepest part of your customers. InfoFlo Pay built-in CRM is simple, intuitive and requires no training. See linked Estimates, Invoices, Statements, & Forms
Estimates
InfoFlo Pay allows you to create new estimates quickly. Customers can be selected from an auto-fill drop-down list or new contacts can be created. Similarly, line items can selected from an auto-fill drop down list or new ones can be created, all from the same screen. It doesn’t get any easier! View all of your estimates from a single place. InfoFlo Pay allows you to search and sort by estimate #, created date, expiry date, name, company name and total as well as filter the view by a From and To date. Moreover, you can filter your view by status, such as viewing only viewing “Overdue” estimates.
Invoices
If you have already converted an estimate, then your invoice is ready for payment! If required, you can edit your line items and add new product and services. InfoFlo Pay allows you to create new invoices with just a few clicks! Customers can be selected from an auto-fill drop-down list or created on the spot. Then simply add your products and services from an auto-fill drop down list and even create new product and services, all from the screen. It doesn’t get any easier!
Payments
With InfoFlo Pay’s integrated payment processing, you can accept payments in different ways: Take credit card payment information both from browser and app versions of InfoFlo Pay: Have the customer pay themselves through the customer portal and be instantly notified when a payment is submitted. Use Existing Credit Card: Simply select on “Use existing payment profile” and a drop list of saved credit cards will appear like this: xxx xxx xxx 2050 Take payments anytime and anywhere! Even process Subscriptions & Installments
Digital Forms With E-Signature
With InfoFlo Pay you can create digital contracts, warranties, registration forms and any other type of forms. Include a digital signature with a simple drag and drop. Create web forms, such as Contact Us and Request a Quote forms and easily embed them into your site. You can design the form to have the same look and feel as your current online form. Receive email notifications when a form is filled out. Additionally, you can setup custom recipients so that a department or specific user receives an email when an established condition is met. No coding skills required!
With Every Plan You Get:
- Unlimited Estimates and Invoices
- Unlimited Clients in Client Portal
- Client Management
- Customer Statements
- Manage Expenses
- Free PDF Setup
- Mobile Friendly
- Multi-Currency
- SSL Encryption