What is CloudBooks?
CloudBooks is an online invoicing software designed to streamline business financial management. It enables users to create and customize professional invoices quickly using templates, add logos, and personalize emails. The platform supports multiple currencies, allowing businesses to bill clients in their local currency to improve payment timeliness.
The software integrates with Stripe and PayPal for online payment processing, helping businesses receive payments faster. It includes features for tracking expenses, managing projects, and monitoring billable hours through time tracking. Automated payment reminders can be set up to send custom follow-up messages to clients, enhancing cash flow management.
Features
- Invoicing: Create and customize professional invoices with templates, logos, and personalized emails
- Online Payments: Accept payments online via integrated Stripe and PayPal gateways
- Time Tracking: Track billable hours and monitor time spent on projects
- Expense Management: Log and track business expenses to control overheads
- Multiple Currencies: Bill clients in their local currencies to increase payment timeliness
- Automated Reminders: Set up automated payment reminders with custom follow-up messages
- Project Management: Manage projects and track associated tasks and time
- Estimates: Send estimates to clients for project proposals
Use Cases
- Creating and sending professional invoices to clients
- Tracking business expenses and controlling overhead costs
- Monitoring billable hours for projects and client work
- Sending estimates for project proposals and services
- Accepting online payments from clients via credit/debit cards
- Managing multiple projects and associated tasks
- Generating detailed business performance reports
- Setting up automated payment reminders to improve cash flow
