InfoFlo Pay offers cloud-based invoice management system to create and manage highly customizable invoices. Click here to find invoicing software for small business!!
While getting paid faster, InfoFlo Pay can also help you grow your clientele by offering integrated features not found in any other invoice management solution. These includes CRM, payment processing, digital forms and a customer portal. Browse the tabs below for more information.
Get Estimates Accepted
Easily create a new estimate and send it off to the customer for acceptance. Receive notifications when customer is viewing the estimate.
Get Invoices Paid
Manage all invoices from one screen and create professional invoices within seconds. Receive notifications when customer is viewing invoice.
All Payment Types Included
Accept online payments from any device. One-time, recurring, deposit, subscription and installments are all supported payment types. Payment profiles with customers credit cards can be securely saved.
Unlimited Customer Portal
The only solution that provides your clients access to their estimates, invoices and statements on their browser or mobile device. They can accept estimates and pay for invoices.
The Only All In One Solution That Offers:
CRM. Estimates. Invoices. Notifications. Emails. Payment Processing. Client Portal. E-Signature & Web-To-Lead Forms starting at only $7/month!
A Complete Invoicing Management & Payment Solution Made Simple
Create
Generate highly customisable invoices with a direct link for payment, and estimates with an option to convert and accept.
Send
Send invoices and estimates with confidence with built in mailgun integration. No more worrying if an email was delivered.
Collect
No more excuses with InfoFlo Pay’s built in payment processing, collecting has never been easier.
Customer Portal
InfoFlo Pay includes a customer portal. Customers access to their estimates, invoices and statements They can accept estimates and pay for invoices with a simple click. Sign Up For a 60 Day Free Trial
Pricing
InfoFlo Pay starts at only $7/month/user. Unlike our competitors, we do not limit how many estimates and invoices you can send out. As well, we do not limit the size of your customer portal, so as your customer base grows with InfoFlo Pay, you will not be required to pay us more! Sign Up For a 60 Day Free Trial
Unlimited Invoicing
InfoFlo’s invoice email is highly customizable and will include a direct link to a payment portal. You can customise the email message sent with invoices to add your customised text and your logo. Emails are sent via the InfoFlo Pay email server, using mailgun integration. This simplifies some of the issues that people often run into with QuickBooks and how it integrates with their own email systems. You have full control over customising the layout of your invoices. Sign Up For a 60 Day Free Trial
Online Forms with E-Signature:
InfoFlo Pay includes a complete front-end form builder that can be used for web-to-lead and digital forms with optional digital signatures. Stop wasting time with paper and go digital. All digital forms can be accessed through their client portal. Sign Up For a 60 Day Free Trial
Payment Processing Options:
InfoFlo Pay supports one-time, automatic recurring, installments and deposit payments. The customer can pay with credit card or any manual payment method including check, cash, money transfer and more. If a credit card is used, InfoFlo Pay can securely save the credit card profile of the customers. Customers can view their payment history in the online portal and not just make payments to their current invoice. Sign Up For a 60 Day Free Trial
QuickBooks Sync
Nothing is more frustrating than accounting software that won’t work with QuickBooks when needed. With InfoFlo Pay’s integration, you can have unlimited client portals. Customers can view their payment history in an online portal, not just make a payment to the current invoice. When a customer makes a payment in the payment portal, the invoice is marked as “paid” in QuickBooks. A difference from QuickBooks Payments, which only marks invoices as “paid”when the payment clears the bank, which can take several days. Reminder emails can be created to be automatically sent for payments almost due and overdue. Sign Up For a 60 Day Free Trial
Customer Relationship Management (CRM):
InfoFlo Pay gives users single-click access to customer information including all invoices, statements and forms linked to each customer, anytime anywhere. Backed by InfoFlo stand-alone CRM, nobody knows the ins and outs like we do. Sign Up For a 60 Day Free Trial