As a business owner, you need an efficient quoting and invoicing system in your business to help you deal with customers from start to finish. Before you complete a transaction with your customer, you need to provide a quote and send an invoice detailing the products delivered or sold or services rendered and how much you can expect. That way, payments are made in a timely, well-documented manner.
Right now, you’re probably using accounting systems such as Xero or QuickBooks. Now that you’ve decided to go paperless, you’re probably wondering if there’s an easier way to integrate your new paperless workflow with the accounting software that you currently rely on. If this is your present concern, then it’s time for you to try Formitize.
Formitize’s Fully Integrated System
Formitize’s simple to use, fully integrated quoting and invoicing improves efficiency across all areas of your business. You can create a fully customizable Quote or Invoice that can be emailed as PDF straight to the client. Link professionally designed quotes or invoices to your product or services list to save time and improve accuracy. The integrated Mobile Payment Gateway is also available – enabling you to take payment instantly onsite without leaving the App. All elements can be fully integrated into existing accounting systems such as Xero.
Some of the amazing features of Formitize’s Smart Invoicing and Quoting include:
- Fully Customizable Quotes and Invoices;
- Instant invoicing improves cash flow;
- Take instant mobile payments in the App; and
- Integrate beautifully with your Accounting Software.
Our clients can’t get enough of Formitize’s integrated, smart invoicing and quoting:
“I recommend Formitize to every business, it’s the best thing I’ve ever done. Super easy to use and very professional. With the Formitize integration, my Xero invoices are so easy and quick to send.”
Todd Goodwin – Owner
Intercept Termite and Pest Solutions
Formitize’s integrated, smart invoicing and quoting shaves time off your workflows and offers a faster, more efficient way to handle payments from customers. Because you can integrate it with your current accounting software, you’re guaranteed accuracy and convenience as you’re able to use existing customer data for future transactions.
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