Affordable Addons

While helping getting you paid faster, InfoFlo Pay also offers integrated features not found in any other invoice management solution:

QuickBooks Online Sync:

Initial: Import from QuickBooks Online to InfoFlo Pay:

  • Contacts including custom fields
  • Estimates, Invoices, Expenses
  • All information is now in InfoFlo Pay!

From Now On: Automated Sync from InfoFlo Pay to QuickBooks Online:

  • Contacts including custom fields
  • Estimates, Invoices, Expenses
  • QuickBooks Onine is automatically updated!

Digital Forms

Complete Digital Forms Solution:

  • Easy to use drag and drop form builder
  • 15+ ready to use fields such as First Name, Last Name, Email, Address
  • Advanced fields such as digital signature, upload files, captcha and conditional fields
  • Types of forms that can be created include: intake, contact us, payment with credit card, contracts warranties ect.
  • Send auto-populated forms to your customer to save them time
  • Auto generate a PDF
  • Approval workflow
  • Forms can be edited and viewed by customer in portal
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SMS Integration

SMS Email & Notifications:

  • Send invoice with secure payment link via SMS
  • Send estimate for customers to acceptvia SMS
  • Send late payment notifications via SMS
  • Send digital forms link via SMS
sms integration

Appointment Booking

Rich appointment setting features include:

  • Full calendar view
  • Add Open/Close Hours
  • Add Worker Hours
  • Public URL can be added to your site and email signature
  • Appointments with open time slots can be booked by customers and internal users (e.g. receptionists)
  • Email notifications when appointment is booked
  • Gmail sync
  • We use what we sell. Try it out yourself by clicking on the “Schedule An Appointment” button below
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MailChimp Integration

Sync to MailChimp:

  • Add “subscribe to our newseltter” feature to any digital form and the contact will be automatically linked to your MailChimp list
  • Automatically sync all InfoFlo Pay contacts to a MailChimp list
Book a free 30 minute demo and we’ll set up your site with branding for free!