Easy to use and customizable dashboard Put your favorite menus in the dashboard And access them hassle free with a single Click. Customize your invoices, add any new fields that you want with ease. We have ensured that the dashboard is flexible. It allows you to add the short cuts for any actions that are repetitive. The Dashboard also gives you a few quick links to the commonly used areas.

Have hundreds of customer contacts that you want to add to the system? Use our simple two step CSV importer. You can export contacts from Outlook, Excel or any other program that allows CSV export and you will find importing them into efficientbilling365 a breeze. A sample CSV is also provided.

Add users to your user account, give your accountant, bookkeeper, and staff access to E-Billing365 making it an invaluable source for working with your team. Not only can you easily add multiple users to your accounts, you can restrict permissions on an individual user basis. Through this feature and the ability to easily import and export CSV files, your team can operate more efficiently and save time. This is especially important as your business grows.

Understanding the importance of tracking your expenses on the go, E-Billing365 has native apps that allow you and your team to upload a soft copy of your receipt. Through this process, it simplifies the process of reimbursing staff for business expenses while also ensuring that a digital copy of expenses is stored securely in the event your organization ever gets audited. Simply take a picture of your receipt and add the total amount and any notes for future reference.

Manage all payments received towards an invoice and easily find out the remaining balance to be paid on an invoice. The aging invoice report helps you to track all the unpaid invoices which are more than 30, 60 or 90 days old. The E-Billing365 system now helps you to identify how much was paid towards each invoice and keeps track of record dates and by methods of payment.

Add your inventory products to the database so they can be easily selected when creating an invoice. When you raise an invoice the stock is automatically adjusted and when you reach the reorder or zero level, the E-Billing365 platform will alert you. A report on your stock details is also provided and at the end of your financial year, you can generate a report providing quantities of stock and and their values.

We are committed to provide you with some great features and have enabled the expense manager. By using the mobile apps previously described and the upload PDF/image feature in the web version of the platform, you can completely eliminate the need for a box of receipts. This feature makes life easier for your accountant come tax time and ensures you have a record of all expenses in the event your organization is ever audited.

Get reports that will assist you to manage your business decisions. We have provided you some easy to create filtered reports for Taxes, Sales, Invoices and Payments. The graphs provide you with details of your business trends in sales, taxes, invoices, and customer behavior/purchase patterns.