Product Overview of Invoice2go
Invoice2go is a comprehensive invoicing solution designed to help freelancers, small businesses, and growing enterprises manage their billing and payment processes efficiently. Here’s a detailed look at what the product does and its key features.
What Invoice2go Does
Invoice2go enables users to create, send, and track professional-looking invoices from anywhere, using either a desktop, tablet, or mobile device. The platform is tailored to streamline the invoicing process, ensuring businesses can get paid faster and more reliably.
Key Features and Functionality
Invoice Creation and Customization
- Users can choose from various customizable invoice templates, allowing them to add their company logo, color scheme, and other personal touches.
- Invoices can include detailed fields such as payment terms, due dates, product or service details, sales tax, discounts, and additional notes.
Estimating and Quoting
- The software allows users to send estimates to clients, who can then accept or decline them online. Clients can also submit upfront deposits if required.
Payment and Billing
- Invoices can be sent via multiple channels including email, text, WhatsApp, and Facebook Messenger. The platform supports major credit and debit card payments, as well as payments through PayPal.
- Free bank transfers are available, and users can connect their bank accounts directly to the platform.
Tracking and Reminders
- A dashboard provides real-time updates on when invoices have been opened by clients or are overdue. Users can also set up automatic payment reminders to ensure timely payments.
Integration and Reporting
- The Professional and Premium plans offer integration with accounting software like QuickBooks and Xero, along with advanced reporting features.
- Marketplace integrations are also available, enhancing the platform’s versatility.
Automated Invoicing
- The Premium plan includes automated or recurring invoicing, allowing users to set up invoices to be sent weekly, every two weeks, or monthly. The system prepares these invoices automatically, making the process more efficient.
Expense Tracking and Management
- Users can manage their item lists efficiently, with features like auto-saving new items, bulk deletion, and the ability to add multiple items to an invoice at once.
Security
- Invoice2go offers enhanced security with optional Two-Factor Authentication (2FA), ensuring that only authorized users can access the account. This feature is mandatory when connecting with Xero due to compliance requirements.
Mobile App
- The mobile app is highly streamlined, allowing users to create, preview, and send invoices with just a few taps. It also supports tracking and marking invoices as paid directly from the app.
Pricing Plans
Invoice2go offers several pricing plans to cater to different business needs:
- Starter Plan: $5.99/month or $59.99/year, with up to 30 invoices per year and basic features.
- Professional Plan: $9.99/month or $99.99/year, with up to 100 invoices per year, QuickBooks/Xero integration, and advanced reports.
- Premium Plan: $39.99/month or $33.99/month (billed annually), offering unlimited invoices, automated invoicing, and all the features from the lower plans.
Additional Benefits
- Invoice2go provides a free one-month trial with no credit card required and a 30-day money-back guarantee.
- The platform ensures data security by syncing all documents and data to the cloud, making them accessible from any device.
In summary, Invoice2go is a robust invoicing solution that simplifies the billing process, enhances payment collection, and provides a range of customizable and integrative features to support the financial management needs of small businesses and freelancers.