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.

Replaces…

Start a Free Trial Webinar + Special Offer

Estimates & Invoices

Easily build and send out Estimates and Invoices to Clients, using ‘Items’, ‘Taxes’, and ‘Discounts’

Clients can easily pay their Invoices right inside their portal using your choice of Payment Gateway

You’ll be notified as soon as a Client makes payment, which will be automatically logged in the ‘Payments’ tab

Optionally allow Clients to make partial payments on their assigned Invoices

Start a Free Trial Webinar + Special Offer

Cloud-Based Proposals

Engage your Clients with a clean and professionally-designed Proposal

Your prospective Clients can view & sign online without being logged in

Proposals can be converted directly into an Invoice for immediate payment

Seamlessly guide your Client through a sequence starting with a Proposal, followed by an Invoice, Document, and Project

Start a Free Trial Webinar + Special Offer

Subscription Plans & Recurring Invoices

Set up a Subscription Plan for your Clients, to automatically charge them on a recurring schedule

Create initial Invoices with both a One-Time Payment and a Subscription Plan

Set up a ‘Recurring Generator’ for Invoices to populate an Invoice for your Client on a regular schedule

Assign Invoice Generators to one or multiple Clients, and the ability to pause/resume generation

Start a Free Trial Webinar + Special Offer

Stored Payment Information

Allow your Client to securely store their payment information on file in the portal

Data is stored by a PCI-compliant third-party payment processor and is protected

Send a request to the Client to have them enter payment information themselves through a bank-level encryption process

Your Client can authorize your company to make payments on their behalf

Clients can update their stored payment information in their Billing Dashboard

Start a Free Trial Webinar + Special Offer

My Billing Dashboard

Each of your Clients have their own personal Billing Dashboard where they can see everything related to their billing

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

Start a Free Trial Webinar + Special Offer

Time Tracking & Billing

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

Start a Free Trial Webinar + Special Offer

Time Tracking Widget

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

Start a Free Trial Webinar + Special Offer

Your Choice of Gateway

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

Start a Free Trial Webinar + Special Offer

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