Billwerx

PRICE: FREE

DEMO / DOWNLOAD

Billwerx was designed as a lightweight CRM with integrated invoicing / billing functions. As time grows the basic function of Billwerx is to keep track of suppliers, clients, and invoices while providing a management with the tools like profit to cost summaries, campaign leads, employee performace history, and integrated client survey reporting. In a nutshell, Billwerx allows clients to login to a online self management portal and download, print, and pay invoices created by employees.

employee features:

• login to a secure online web control panel*.
• create suppliers.
• create campaigns / leads (marketing).
• create a client and associate with a campaign / lead.
• create, delete, and edit notes within a client's profile.
• create, delete, and edit files associated with a client's profile.
• create and delete credit cards assocaited with a clients profile.
• create expenses and associate with a supplier.
• create items with automated cost / profit sale values.
• create items and add items to the invoice.
• create a payment and apply it to an invoice.
• e-mail invoice as a PDF attachment using a standard template.

client features:

• login to their secure online web profile*.
• download, print, and pay invoices associated with their profile.
• review and download evidence of past payments.
• review notes left on their account by an employee.
• update billing, shipping, and contact information.
• estimate spending budgets by use of a order history graph.
• export invoice history to accounting software via a CSV file.
• participate in automated surveys.