InfoFlo Pay

InfoFlo Pay is an accounting SMB software that provides clients with access to their estimates, invoices, and statements on their browser or mobile device. With InfoFlo Pay clients can also accept estimates and pay for invoices. InfoFlo Pay also allows managing all invoices from one screen, creating professional invoices within seconds, and receiving notifications when a customer is viewing an invoice.

The key features offered by InfoFlo Pay include a built-in CRM, estimates, invoices, payments, reports, expenses, digital forms with e-signature, and a mobile app. The built-in CRM ensures all your clients remain stored in an organized system. The built-in CRM is fully searchable with drill-down capability to the deepest part of your customers. The built-in CRM is also simple and intuitive; therefore, requires no training. The estimate feature enables the customers to be selected from an auto-fill drop-down list or new contacts to be created.

The feature also allows the line items to be selected from an auto-fill drop down list or new ones can be created from the same screen. InfoFlo Pay through the invoices allows editing your line items and adding new product and services. The feature goes ahead and allows the customers to be selected from an auto-fill drop-down list or created on the spot. The integrated payment processing feature allows businesses to accept payments in different ways. The feature also allows customers to pay themselves through the customer portal and be instantly notified when a payment is submitted. The reports feature makes it easy to know exactly how your business is performing.