It mentions invoices repetitively, but can I send Purchase Orders? Can it track my billable time? Can I connect my credit card/bank accounts for my bookkeeper? Does it give annual reports needed for taxes? Is there any chance of AI? Thanks
Also, for each business: - Does each business have its own custom domain name, or is it 1 custom domain name for all businesses - Do Team Members have access to all business and customer portals? Or can they be limited to separate businesses?
A: Yes, each business is separated from each other, which means each business has its own custom domain and all its integrations and features. For team members, you invite them per business. 😊
Hello, I'm looking to consolidate the following features into one wing for my single-user business: 1. receiving payments from clients (one-time and recurring subscription payments), 2. payout to vendors, and 3. connecting directly to my bank account for account activity tracking for categorizing income and expenses. Would need the ability to download categorized transactions as a spreadsheet.
Can you confirm if these are existing features or if any of these are in y our roadmap?
I noticed in one of your comments that you mentioned offering vendor support, but I don't see it listed under the plan. Can you clarify how this works? Can I add vendors and their payment information and dispatch payments through the system?
1. Yes, you can create both one-time and recurring invoices. 2. For vendor payouts, you can handle these directly through your payment provider. (like Stripe) 3. Currently, you can import transactions (income & expenses) via CSV file. Bank connection with automatic categorization is on our roadmap.
Vendor management is on our roadmap as "Providers". For now, you can use customers...
Thank you Ay, For vendor payments, I want to have direct bank-to-bank payments. I see in your roadmap for payment gateways, but that does not have bank connections for this purpose. In your roadmap it seems like bank connection primarily targets statement imports for expense/income tracking? Looking for service similar to bill.com. please let me know?
Q: anything other than invoices
It mentions invoices repetitively, but can I send Purchase Orders? Can it track my billable time? Can I connect my credit card/bank accounts for my bookkeeper? Does it give annual reports needed for taxes? Is there any chance of AI?
Thanks
Share Invoiless
Q: Can we create split invoices?
Share Invoiless
Q: Does this have time tracking feature?
I track my time, and I was wondering if you have a time tracking feature so I can bill clients accordingly. Thanks.
Share Invoiless
Q: Says 1 Code = 3 Business... does each business have its own separate features?
Does each business have its own separate features, or are all of the following combined for all businesses:
- Products Management + Track Inventory
- Income & Expenses Tracking
- Reports
- Customer Portal
Also, for each business:
- Does each business have its own custom domain name, or is it 1 custom domain name for all businesses
- Do Team Members have access to all business and customer portals? Or can they be limited to separate businesses?
Ay_
Nov 14, 2024A: Yes, each business is separated from each other, which means each business has its own custom domain and all its integrations and features. For team members, you invite them per business. 😊
Share Invoiless
Q: Vendor management and subscription payments?
Hello, I'm looking to consolidate the following features into one wing for my single-user business:
1. receiving payments from clients (one-time and recurring subscription payments),
2. payout to vendors, and
3. connecting directly to my bank account for account activity tracking for categorizing income and expenses. Would need the ability to download categorized transactions as a spreadsheet.
Can you confirm if these are existing features or if any of these are in y our roadmap?
I noticed in one of your comments that you mentioned offering vendor support, but I don't see it listed under the plan. Can you clarify how this works? Can I add vendors and their payment information and dispatch payments through the system?
Ay_
Nov 15, 2024A: Hi harini2!
1. Yes, you can create both one-time and recurring invoices.
2. For vendor payouts, you can handle these directly through your payment provider. (like Stripe)
3. Currently, you can import transactions (income & expenses) via CSV file. Bank connection with automatic categorization is on our roadmap.
Vendor management is on our roadmap as "Providers". For now, you can use customers...
Share Invoiless
Verified purchaser
Hello Ay, could you let me know if you have these in your roadmap?
Verified purchaser
Thank you Ay, For vendor payments, I want to have direct bank-to-bank payments. I see in your roadmap for payment gateways, but that does not have bank connections for this purpose. In your roadmap it seems like bank connection primarily targets statement imports for expense/income tracking? Looking for service similar to bill.com. please let me know?