Invoicing System

Generate Quotation and Invoices in seconds.

Manage Your Invoices Anytime, Anywhere

Simplify your invoicing process and manage it all in one place. From customer database to product catalogue and invoicing, this solution streamlines your sales process and makes it quick and effortless.

Meaning...

Accounts Manager will be able to create invoices using various invoicing methods, such as progressive billing via itemized or lump sum.

Business now have the power of customization to generated PDF documents, meeting the branding design standards and to create custom formats.

Sales representatives now have the ability to quickly quote customers with personalized pricing books and individualized product pricing.

Businesses now have the capability to manage changes to the orders, such as adjusting order items or delivery progress in batches, easily and efficiently.

Business owners and teams are now able to access real-time status of orders and invoices, enabling teamwork with a synergistic resilient business front-end.

Highlights

Animation of using Line Item Editor

Revolutionary Flexible Line Item Editor

Experience the power of invoicing with our flexible line item editor. You can easily select pre-defined products, override product names, and add descriptions with formattable multi-line texts to your invoices and quotations.

 

Taxes and discounts are fully adjustable with the ability to use percentages or fixed amounts. The editor is user-friendly, designed for ease-of-use, and features a keyboard-friendly interface for high performance data entry.

Timelapse of Document Template Editor in action

Powerful document design editor

Create professional and custom invoices with ease using our fully customizable PDF document design. Our visual editor allows for a user-friendly drag and drop interface, with endless design possibilities.

Take advantage of our support for custom fields, tables, header and footer, multi-pages, and even different paper sizes. Discover the flexibility of designing any documents that perfectly match your brand and needs.

Timelapse of Document Template Editor in action

Intuitive Change Management

The Change Order feature is intuitive and easy to use, as it utilizes the same UI design as the sales order process. This means that there is no additional learning curve for users who are already familiar with the sales order process. The feature also allows for the release of excess reserved stocks back into the available inventory pool, ensuring that inventory is managed efficiently.

One of the key benefits of the Change Order feature is its ability to stack up multiple change orders as a historical record. This provides full transparency and access to past events, allowing users to easily understand and track changes to orders.

Overall, the seamless integration of the Change Order feature into the sales order process and its ability to manage inventory efficiently make it a valuable tool for any business to stay organized.

Timelapse of Document Template Editor in action

Seamless pricebook integration

The price book feature is integrated with key sales documents, making it easy to manage prices. With this feature, any pricing structures or discounts set in the price book are automatically reflected in the line items of quotes, orders and invoices. This streamlines the workflow and eliminates the need for manual updates.

In addition, this feature allows for flexibility when it comes to showing discounts to customers. The discounts can be shown as either a discount or a markdown on the selling price. This gives users more control over how they present pricing to their customers, making it simple to showcase the value of their products or services.

Functions

Sales
  • Quotations
  • Orders
  • Invoice
  • Delivery Order
  • Product Catalog
Customer
  • Company
  • Contact
  • Category
  • Pricebook
Reporting
  • Sales Report
  • Customers Report

Getting Started

Getting started with Cloudby Business Suite is easy and straightforward. Simply sign up for a free trial and you’ll have access to all of our modules and features. Our user-friendly interface and step-by-step guidance make it easy for you to get up and running quickly.

Here’s what you can expect when you get started with Cloudby Business Suite:

Set up your user account

To get started, simply sign up for a free account.

Select Solution

Simply select the solution that best fits your business requirements. With multiple solutions to choose from, you'll be able to find the one that's right for you.

Fill up your Organization Details

This information will be used throughout the solution and will ensure that your reports and invoices are properly branded and contain the correct information.

Setting up Modules

Proceed to setup your selected modules, If you need help at any time, our support team is here to assist you. Whether you have a question about a specific feature or need help with a technical issue, we're here to help you succeed.

Good to go

If you need help at any time, our support team is here to assist you.

So why wait? Sign up for a free trial today and see the benefits of Cloudby Business Suite for yourself! With our comprehensive solution and easy-to-use interface, you’ll be up and running in no time.

Have Concerns?

Start Transforming Your Business Today

Don’t wait any longer to take your business to the next level. Sign up for Cloudby Business Suite now and start reaping the benefits of a streamlined and efficient operation.

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Cloudby & Team

We systematically digitize small businesses using our powerful business suite, to help them become more organised and operate more efficiently.

Cloudby Business Suites is a collection of applications that work together to help businesses be more successful. Our modules consist of Finance, Orders, Payroll, Retail, Inventory Production, Fixed Assets and more.