Focus more on your business profitability and less on managing paperwork.
Create invoices, manage estimates & expenses, and automate payments. Drive profits higher with you behind the wheel.
Turn timesheet data into an invoice and make adjustments manually in just a few clicks. Or simply clone it to save time, so you don’t have to start from scratch every time you bill clients. All invoice editing is done in WYSIWYG mode.
Be memorable. Customize your invoices to reflect your brand better. Add your company logo, edit existing templates with HTML/CSS, or add a personalized thank-you note for your client to stand out from the competition and leave a lasting impression.
Keep an accurate record of your invoices. Export them one by one as PDF or in bulk in a CSV. You can also sync them with the accounting tool of your choice—QuickBooks or Xero—to keep your books in order. You'll definitely make your accountant happy!
Design professional estimates can be time-consuming. Plan your project first, then convert it into an estimate with pre-filled tasks, hourly budgets, and costs. Once your client accepts it, turn it into an invoice to streamline delivery.
Prepare for the tax season well in advance. Record every expense at a client or project level, so you can forget about storing receipts once and for all. The tag manager also helps you organize them under categories to know your team’s top spender.
Whether PM Payments or others, you can set up payment gateways and make it easy for your clients to pay you securely, directly from an invoice. If they want to pay you in cash or by wire transfer, add a down payment and view the due amount in the same place. Once paid, the invoice is automatically marked as “paid.”
If you bill clients regularly, send them recurring invoices automatically. Choose the start date, frequency, and the number of occurrences, then let Paymo do the job for you. Your clients will receive a PDF attachment, which can be downloaded for bookkeeping purposes
Reward your loyal clients with a global invoice percentage discount and add or subtract VAT for fiscal reporting. Set invoice payment terms for each client (e.g., Net 15) and add the date the services have been delivered to comply with local regulations.
Find out whether your business is growing or your clients are falling behind their payments with the help of financial widgets. Go as far back as you need, and view all your invoicing and payment history. Track the number of invoices issued, payments received over a while, and the overall unpaid balance.
¿Hablas español? Speaking the same language as your client brings you closer to them. Choose between 15 different language templates available for invoices and estimates, or invoice your clients in 85+ currencies within the same account.
In Paymo, clients have access to their invoices and the uploaded expenses in a dedicated client portal. Your clients can filter them by status and know whether they have any pending invoices coming up.
Keep track of your project profit margins in real-time, monitor your profitability during project execution, and assess whether you’ve been profitable after project sign-off and payment.
As a small business owner, I use Paymo to help me manage my time for each of my clients and their projects. I can also easily send invoices, which allow clients to pay online, and that’s both convenient and efficient.
Log work time manually–via the web timer or the mobile tools–and automatically with Paymo Track.
Create and assign tasks to your team members, monitor work progress, identify bottlenecks, and collaborate in real-time.
Manage workloads, availabilities, and leave days on a visual schedule, and see at a glance who’s overbooked or underbooked.
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