Statements for Monthly Billing 17

Statements and Invoices for Monthly Billing is a comprehensive system designed for businesses engaging in monthly service billing. This app facilitates the management of work orders, payments, and the issuance of self-mailer statements on a monthly basis.

It's the exclusive application of its kind available for iPhone and iPad devices, offering a one-time purchase price with no recurring fees.

Key features include invoicing capabilities allowing for the creation, emailing, and printing of various types of sales and service invoices. The system provides a visual representation of completed invoices during entry, offering customization options to align with the unique requirements of individual businesses. In-depth profit & loss analysis is an integral part of this solution.

This robust business tool delivers comprehensive financial insights encompassing inventory control and profit & loss data. All information is securely stored on the device, eliminating the need for connectivity or external servers often required by more complex business applications.

• Contact Management: Effortlessly store notes, images, and track communications with clients directly within the app. Enjoy seamless communication with clients via call, text, email, or mapping functionalities without exiting the application.
• Labor, Parts & Supplies Management: Maintain detailed records within the app including multi-line descriptions, costs, prices, units of measure, and current quantities on hand. The app allows for on-the-fly additions or management of stored items.

Additional functionalities include automatic creation of invoices from estimates, support for multiple payment methods, tracking of invoice status (PAID or OPEN), setup for multiple sales tax rates, and customization options for displaying logos, terms and conditions, and other messages on invoices.

• Document Manager: Customize document formats, images, fonts, colors, and field names. Flexibly manage printed and emailed documents in batch deliveries.
• Spreadsheet Download: Easily download financial information for backup in spreadsheet format. Maintain backups of key databases in a spreadsheet.

The app also offers features like signature capture for approved estimates with status updates, instant access to financial data for clients, jobs or specific timeframes, along with comprehensive help and support services including context-sensitive help topics and tutorial videos.

• International Currency Dates & Dynamic Type: Includes support for dynamic font size changes based on device settings and compatibility with multiple international currencies.

In-app purchases unlock additional features such as Estimates creation at the client site with immediate emailing or printing capabilities and an advanced Scheduler function that integrates appointment details with client information for seamless management.

The Cloud Sync feature enables automatic synchronization of information across devices using iCloud technology, ensuring data consistency across up to five devices. Users can also create appointment reminders directly from their schedules using text or email options.

The Profits module offers a full financial tracking system covering sales, purchases, and expenses while providing formatted PDF reports that can be easily printed.