Billwerx

Billwerx was designed as a lightweight Customer Relations Management tool with integrated invoicing / billing functions.

BIllwerx allows employees to create an invoice for a client. Once the invoice is generated the invoice can be sent to the client as a PDF attachment, viewed by the client in his or her control panel. Billwerx features and integrated survey system, file and storage attachments, with a great looking graphic user interface.

As time grows the basic function of Billwerx is to keep track of suppliers, clients, and invoices while providing a management with the tools like profit to cost summaries, campaign leads, employee performance history, and integrated client survey reporting.

In a nutshell, Billwerx allows clients to login to a online self management portal and download, print, and pay invoices created by employees.

The basic feature set of Billwerx outlined for both employees and clients can be reviewed below:

 

employee features: login to a secure online web control panel (requires server side SSL for operation). create suppliers. create campaigns / leads (marketing). create a client and associate with a campaign / lead. create, delete, and edit notes within a client's profile. create, delete, and edit files associated with a client's profile. create and delete credit cards associated with a clients profile. create expenses and associate with a supplier. create items with automated cost / profit sale values. create items and add items to the invoice. create a payment and apply it to an invoice. e-mail invoice as a PDF attachment using a standard template.

client features: login to their secure online web profile (requires server side SSL for operation). download, print, and pay invoices associated with their profile. review and download evidence of past payments. review notes left on their account by an employee. update billing, shipping, and contact information. estimate spending budgets by use of a order history graph. export invoice history to accounting software via a CSV file. participate in automated surveys.

what does it not do?

what billwerx will not replace:

Billwerx is not an accounting system. The core functions of Billwerx offer customizable tax values, simplistic contractor or employee payroll, warranty claim tracking, and both invoice as well as tax remittance reports. You'll need an accounting system to do the rest.

Ask us about a FREE Trial demonstration.