Invoicing

Get paid Online + Subscription Payments + Membership Site

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.

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A Complete Billing Solution

Craft and send estimates and invoices, incorporating items, subscriptions, and discounts. Clients can conveniently pay online via your chosen payment gateway.

Build and send out Estimates and Invoices to Prospects & Clients, using ‘Items’, ‘Subscription Plans’, ‘Add-Ons’, ‘Packages’ ‘Taxes’, and ‘Discounts’

Clients can easily pay their Invoices online using your choice of Payment Gateway

Powerful Installment Payments lets you easily manage custom payment arrangements with your Clients

You’ll be notified as soon as a Client makes payment

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Dynamic Digital Proposals

Automatically generated at the perfect moment, these interactive proposals allow real-time “shopping” choices, instant acceptance and immediate payment via credit card or bank payments.

Build Proposals that can be Auto-Generated Dynamically at exactly the right moment in your workflow

Dynamic Proposals allow interactive selections and choices made by your Prospect

Clients can seamlessly pay online using your preferred payment gateway Proposal signing

Automate the entire Proposal to Payment process and you’ve saved many hours of work every week!

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Subscription Plans & Recurring Invoices

Ensure accurate billing, easy payments and steady cash flow with SuiteDash’s Subscription Plans and Recurring Invoices

Set up a Subscription Plan to automatically charge clients on a recurring schedule, ensuring steady cash flow and reducing administrative tasks.

Create initial invoices that include both one-time payments and subscription plans, tailoring billing to meet diverse client needs.

Utilize a ‘Recurring Generator’ to automatically populate invoices for clients on a set schedule, streamlining your invoicing process and saving time.

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Stored Payment Information

clients can update their payment info directly in their Billing Dashboard. All payment data is encrypted in transit and stored securely via a 3rd party & PCI-compliant vaulting service

Send a request to clients to enter their payment details through a bank-level encryption process – it’s secure and convenient

Clients can authorize your company to make payments on their behalf, simplifying the payment process and ensuring timely transactions.

To ensure sensitive data is fully protected, payment information is stored and secured by a PCI-compliant third-party processor.

Clients can easily update their stored payment information directly in their Billing Dashboard, maintaining accuracy and convenience.

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My Billing Dashboard

Empower clients to manage their business interactions, view subscriptions, outstanding invoices, and proposals at a glance. Easily add/remove payment information, change payment methods, and pay invoices or approve estimates.

Each of your Clients have their own Billing Dashboard where they can see everything related to their business with you

At-a-glance summary of your Client’s current Subscriptions, outstanding Invoices, and current Estimates & Proposals

Your Clients can easily add/remove stored payment information, or change the payment method for their current Subscriptions

Clients can pay Invoices, approve Estimate sand Proposals right from the Dashboard

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Time Tracking & Billing

Team members can track time spent with a simple timer, perfect for client calls or on-the-go tasks. Convert tracked hours into invoices with ease, and set default rates (with the option to keep them hidden). SuiteDash ensures you capture every billable minute for maximum profitability.

Internal users can track time spent on particular Tasks or Projects, then convert those completed Timers into billable hours

Timers provide an easy and intuitive way to keep track of time spent on ‘on-the-go’ Tasks like Client conference calls and work lunches

Set default Hourly Rates for each user, and optionally hide it if you don’t want them to know your billing amount for their work

Easily convert Tasks from Projects directly into billable Items, and add them directly to Invoices

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Time Tracking Widget

Persistent, real-time tracking right from your workspace. Manage all timers from the widget, regardless of location within the platform. Customize its placement and visibility for your team, ensuring everyone stays focused and billable hours are captured effortlessly.

Have full control and manage all Timers right from the widget, from anywhere in the platform

Use a persistent on-screen widget that tracks in real time in both the widget and browser tab

Click and drag the widget vertically to ensure nothing on the page is obscured

Turn the widget on or off, and configure which Roles can see the widget in their account

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Your Choice of Gateway

Choose from popular payment gateways like Stripe, Braintree, PayPal, and Authorize.Net to securely accept payments. SuiteDash seamlessly integrates for effortless processing, keeping all your transactions tracked, logged, and secure.

All Client Invoice payments are processed through your choice of Payment Gateway using your own merchant credentials

Seamless integration between SuiteDash and your chosen payment gateway ensures all payments are tracked, logged, and processed securely

Stripe, Braintree, PayPal & Authorize.Net are currently supported in SuiteDash, with new gateways on the horizon for future integration

Turn the widget on or off, and configure which Roles can see the widget in their account

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I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.

~ Sharpened P. via G2

Consolidate your processes & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging