NO MONTHLY FEES, one time purchase price! The ONLY app that offers consumer type accounts receivable and statements. Based i iOS version in use for None years.
Statements and Invoices for Monthly Billing is a complete monthly statement accounts receivable system for businesses that bill their services monthly. Work orders and payments are posted to the client’s account. Self mailer Statements are emailed or printed monthly. Work orders and payments are posted to the client’s account. Self mailer Statements are emailed or printed monthly.
The only app of this type available for iPhone, iPad & Mac devices.
One time purchase price. NO MONTHLY FEES!
Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis.
This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps.
Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars, set alerts, search history.
Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.
Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items.
Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rates. Your logo, detailed terms and conditions and other messages are automatically displayed.
Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed.
Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs.
Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.
Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues.
Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices!
Messages & Reminders
Create Appointment Reminders automatically from your schedule using text or email.
Profits and Reports
Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed.
Download your financial info and backup your info.
Ratings and Reviews
Super Happy with Cloud version update!
The Cloud Sync is a nice addition, although my main device is an iPad, I don’t always have that with me. Cloud Sync let’s me work on my iPhone and view or even update by info.
I have a small business and need to generate invoices and track my sales and sales taxes. This app does a good job for me. Reliable, well designed and is accurate, perfect to use in the field on my iPad. The inventory control feature has really helped me track and order my products.
Statements app has everything needed for monthly statements
In addition to the all of the accounting functions you can add an integrated Scheduler to track your work and complete calls. The Document Manager was used to design format our documents the way we wanted them. In the process of getting the messages & reminders going so we can automate the reminder and thank message process. Seems like its working well for us.
Need one for pool service and maintenance
It would be nice if could have one for pool service. One that would auto create a new invoice for all clients every month with same information with just one click.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- JZ Mobile LLC
- 93.7 MB
- Requires iOS 13.0 or later.
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Requires macOS 10.15 or later.
- Age Rating
- © 2023 JZ Mobile LLC
- In-App Purchases
- All Productivity In-Apps $9.99
- Cloud Sync Secure Data Sharing $6.99
- Profits Expenses & PDF Reports $6.99
- Estimates Bids & Quotes $4.99
- Messages & Reminders $4.99
- Scheduler $4.99
- Mac User Full License $19.99