Your customers, all in one place. Quickly check client revenue, billing history, and any outstanding balances, so you can determine which clients are helping or hurting your business.
We build products with companies in mind, and pride ourselves on world-class design and production. Save days from your projects, and deliver results that drive success for you and your customers
Whether you’re a marketer, designer or developer - we have your back. With a simple interface and flexible APIs that work with any browser or platform, Felix is built for everyone to use.
All their data in one, centralized place. Always know where you stand with each customer so you can serve them better and plan for the future.
View invoices, payments, and what’s past due for each customer at a glance. Get instant notifications on any client activity. Everything you need to make the right decisions for your business.
Send customers statements and billing history with the click of a button. Or send a link to their own self-serve client portal, where they can see their own data. Learn more about it here.
Simplify invoicing, save time, and stay organized with an Invoicequick account. Set it up in seconds and start collecting payments on autopilot.
More than an invoice generator. Powerful and easy-to-use features so you can focus on growing your business.
Add unlimited items and tasks
Apply taxes directly to saved items and tasks
Add items and tasks without leaving an invoice
Assign income accounts for better reporting
Add unlimited tax presets
Use tax presets on a line-item level, for the entire invoice, or both
Apply Percentage (%) or Flat discounts
Save unlimited discount presets
Use discount presets on a line-item level for the entire invoice or both
Send an email with a link to the invoice or/and with a PDF attachment of it
Send directly from the invoice or bulk-email invoices from the dashboard
Any way you send, activity tracking will be enabled
Payment options show on the customer view
Payment options are Stripe Payments, PayPal, ACH Payments, Check with more coming soon
Save unlimited discount presets
Collect payments before too much time goes by. The longer the customer waits, the less likely they are to pay
Increased invoice payments automatically
Are your customers viewing and clicking your invoice but saying they haven't received it?
Historical view of everything that happened on an invoice, from the day it was issued
Set notifications for important activities associated with an invoice
Increases processing speed by delivering invoices to the correct people every time
Change or update customer contacts who are assigned to an invoice at any time
Configure who is supposed to receive invoices and payment notifications on a company level
Unlimited custom currencies on an invoice level
Simplify the customer experience when combining custom currency and custom languages on invoices
May create reporting issues due to various currencies
Customize invoice languages
The entire invoice and fields will display the selected language
Doesn't affect your company settings
Set a starting invoice number, and the system takes it from there
Ensures proper accounting at the end of the year
Customizable as you go, although not recommended
Duplication warnings prevent confusion
Set due dates as a global setting on the invoice level
Late payment notifications will trigger based on this date
Change or update even after issuing the invoice
Customize on the company level or invoice level
Shows on the invoice and customer view
Prevents payment delays with corporate customers
Customize on the company level or invoice level
Shows on the invoice and customer view
Save unlimited discount presets
Use discounts presets on a line-item level, for the entire invoice, or both.
Apply Percentage (%) or Flat discounts
Shows the customer, invoice, and complete information
Tear off section, so it's easy to attach with the payment
Customers appreciate the professionalism
Convert to recurring and set when and who to send to
Will send the invoice automatically
Sends you notifications when the invoice is sent
Customize how to receive notifications and for which events
Update and edit notifications at any time
One-click invoice link sharing
Updates instantly on the customer side when saving an invoice
High security with SSL and encrypted URLs
Yes, all data is safely secured with 256 bit SSL encryption.
When creating a customer you can set name, currency, address, city, state, zip, country, website, phone, fax, internal note (for you), label language. Each customer can have mutliple contacts and custom field notes.
Each customer has a profile where all data is stored, which you can find on the Customers page. There you can edit any customer and any information.
Each customer profile page has a client personal page for you and a client portal page for the customer. Customer can access the portal and see info like their invocies, statistics and more.