Share your work progress directly with client and maintain complete transparency.
Create a separate portal for your client, add users who can access the portal. Define what accesses need to be granted and what not, keeping a check on security always. Create tasks and allot accounts to which the portal relates, building a transparent and reliable business relationship with your clients.
Generate estimates or invoices related to a task or an account that show up on your clients’ portal. Let your clients view, accept or decline the estimate or invoice which are fully tax compliant as per the GST laws. Make payments directly from the system via our fully secured payment gateway and also keep a check on payment history.
Apart from the standard form templates, you can customize the forms as per your organization’s requirementto enter estimate and invoice dataand accordingly generate the customized estimate or invoice.