Insightly Integration

Insightly is one of the best CRMs available in today’s online market. With Insightly you can achieve these daily tasks: Marketing – create engaging customer journeys and grow pipeline Sales – centralize your customer data and close more deals Projects – convert deals to projects and deliver on time every time Integrations – stay connected

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Reselling White Label Invoice

The white label invoice reselling package allows you to create a new billing application under your brand (e.g.: YourDomain.com) at minimum effort. Reseller Settings This is where you set up the core settings of your white label reseller application: Domain Setup You’ll need to obtain  your own domain in order to set up your brand. We also

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PipeDrive Invoicing

About PipeDrive With Pipedrive you’ll always have a good overview of your sales pipeline. This truly effective sales methodology has been built into the software, which is why sales pros and deal makers love it (their words, not ours). How the integration works Our integration with PipeDrive makes it easy to invoice your clients by

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CapsuleCRM Invoicing

About Capsule Capsule is a web based CRM that helps you manage your business relationships. Add your leads as contacts and track the progress of opportunities as they are presented to you. The dashboard view helps you estimate incoming sales revenue, and the calendar view helps you manage your milestones. Capsule helps you stay on

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Authorize.Net Invoice Integration

About Authorize.Net Authorize.Net Payments or  Authorize.Net Invoicing makes accepting credit card payments safe, easy and affordable. Process Description: In order to start receiving credit card payments via your online invoices please sign up for an authorize.net merchant account. Obtain your login id and transaction key at Authorize.Net by going to Account>Settings>API Login ID and Transaction

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Excel Invoice Template

Here is how you utilize Excel invoice template to generate a bulk of invoices:1. Go to “Invoices” tab 2. Click “Import Invoices” 3. Download the invoice import template. The template contains sample data as illustrated: 4. Save your changes. 5. Click “Choose File” to select your modified template. 6. Finally, click “Import Invoices” button. 7.

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How to Publish My Catalog?

You may provide your clients an interactive catalog interface through which they may send you quote requests. In order to publish your catalog please follow these steps: 1. Go to the “Catalog”tab 2. You may enter product/service information as needed in the item details page: You may add up to 3 pictures per item. You

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Multi-Account Management

Users operating multiple accounts may use this interface to flip through in between accounts. The service is useful for the following scenarios: – Accountants needing to access different user accounts – User operating multiple companies (this is a workaround to the current limited multi-company support via a single account) Inviting your accountant (through the the

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Early Payment Discount

Early payment discount is a simple yet powerful way to shorten your billing cycle at minimal cost. Shortening your billing cycle means better cashflow which will help your business do better in the long run. Read more about early payment discount. Setup Setting early payment discount is quite simple. 1. Create or edit an existing

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Salesforce Invoices – Billing Invoicing Software

To synchronize your SalesForce contacts please follow these steps: 1. Go to Settings > Add-Ons 2. Click the SalesForce link to edit settings 3. Enter SalesForce configuration settings In order to get the sync working you’ll need to do two things: 1. Get the above keys, which you can do by following this article: http://feedback.uservoice.com/knowledgebase/articles/235661-get-your-key-and-secret-from-salesforce

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Connecting BILLIVING with Zapier

** Please note, in order to use BILLIVING through Zapier, you’ll need to access their site through this special invite link *** Getting your favorite apps to work with each other is an easy task with Zapier. Using their simple drag-and-drop interface is bound to save you hours in developing your own custom integrations. Currently

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Create Estimate(s): How do I create an estimate?

Create estimates to manage clients. Creating a new estimate is a straightforward process: a. Create a client b. Create an estimate Create a client 1. Go to Clients tab 2. Click “New Client” 3. Fill in the form (email address is the only required field) 4. Click “Save” Create an Estimate 1. Go to “Estimates”tab

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Turning on Estimate Negotiation

After having created your estimate you may optionally turn on our estimate negotiation feature by following the steps below: 1. Go to Settings > General Settings 2. Check the “Allow your clients to accept estimates and convert them into invoices” then click save. 3. Now, when your clients view your estimates Accept and Reject buttons are visible:

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Sync Your QuickBooks Contacts with BILLIVING Invoicing

To synchronize your QuickBooks customers please follow these steps: 1. Go to Settings > Add-Ons 2. Click the QuickBooks Online link to edit settings 3. Click the “Connect to QuickBooks” button 4. Sign into your QuickBooks Online account. 5. Authorize the synchronization process. 6. Click the “Save” button and your Tokens will be saved. Your

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Sync Your HighRise Contacts with BILLIVING Invoicing

To synchronize your HighRise contacts please follow these steps: 1. Go to Settings > Add-Ons 2. Click the HighRise.com link to edit settings 3. Enter HighRise.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on. Where do I find my HighRise Settings? 1. Once logged into your HighRise

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