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Posts Tagged ‘Invoice’

Whether you are a freelancer or a small/big team, using tools to keep biz-related data under control is usually a good idea for everyone.

SohoOS is an all-in-one application that comes with lots of features for managing a business online.

It is free-to-use and consists of tools like project, document, customers and contact management, communication, invoicing, and more.

Once registered, a friendly dashboard that displays the latest activities, quick links, notes and activities welcomes you (this page can easily become the start page for many users).

SohoOS

Contacts

The first thing would be adding your contacts: contacts, vendors, clients and leads as many other components of the app work integrated with them. They can be imported from the contacts in your e-mail service or from a .CSV file.

For the leads, besides adding them manually, they can be collected with a "contact form widget (named LeadsWidget)" that can be embedded into any web page.

Projects

Any number of projects can be created, tasks and milestones with deadlines can be defined and each of them can be assigned to users.

Users can also attach documents for the project and a progress chart helps viewing if things are performing all ok.

Invoicing & Sales Tools

SohoOS has the features for creating invoices (with a custom look), charging your clients and tracking the process.

Once an invoice is generated, optionally, the payment can be collected by the platform as well via PayPal or credit card (and no merchant account is needed).

Also, you can define the products/services of the business and create/send quotes, sales and purchase orders accordingly.

SohoOS

Documents

For a multi-user environment, managing documents can be hard as they should be reachable by everyone or only some users but should be kept in the same place for an easier access, back up, etc.

The documents module accomplishes all these with ease. Add as much documents as you want to the system, assign them to users or groups and even decide whether they should be available internally or externally.

Communication

This is a premium feature of SohoOS but pretty impressive.

Using the platform, you can make calls, send SMSs, emails and even faxes for a good price by just purchasing credits.

Also, a built-in email client keeps you focused by displaying any incoming e-mails from a given account.

Other Features

Besides these core features, SohoOS offers more like offering ways for improving the visibility of a business by letting them create a landing-page and collect leads or with the "Freelance Area" where businesses can post and get projects.

All sound good? Then you can give this complete and free business management tool a try.

Paymo, a multilanguage & web-based time-tracking / invoicing application is giving away "20 Lifetime Invoice Accounts" (normally $9.99/month) to WebResourcesDepot users. Before any more details on that:

What is Paymo?

Paymo is a very functional application for anyone (whether you're a "one-man-army" or a "team that works on same/different projects") for tracking the time that is worked on projects>tasks, analyze that time & bill your clients accordingly.

Paymo

How does it work?

Users:

First thing to do is creating users (the application is totally free for up to 3 users). Considering every user may have different conditions, it is possible to set variables like workday length, timezone, week start day, etc for every user.

Clients:

It is necessary to define clients (this can be yourself for your own projects) in order to create the projects. This info is also used in the invoices.

Projects > Tasks:

That's the heart of the application, yet very simple to define & use.

Projects can be created by defining the details like: the client, budget hours, price per hour & users that will work in the project. After that, tasks can be created which are the main things that the application tracks the time of.

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