moBillwerx

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.