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What is JotNot Invoice?

JotNot Invoice streamlines the creation, dispatch, and tracking of invoices and estimates, making it an invaluable tool for contractors, freelancers, small business owners, and consultants who are often on the go. This application allows users to effortlessly generate and send invoices directly from the job site or immediately after completing a task with just a few taps. Furthermore, transforming estimates into invoices is made simple with a single touch, making it highly efficient. The app accommodates various payment methods, including credit cards, PayPal, checks, and cash, ensuring that you can meet your clients' varying preferences. It also provides comprehensive summaries of your invoicing and estimating activities, along with tools to manage clients, products, and services effectively, and track payments, including overdue invoices. Customizable templates enhance your brand's visibility, while the capability to send invoices on the go guarantees that you won't miss any opportunities for payment. Compatible with all iOS devices, the app keeps you connected to your business wherever you are. Additionally, built-in reporting functionalities enable you to effectively monitor the performance of your company. Our dedication lies in providing an exceptional user experience and superior service, allowing you to operate paper-free and receive payments more promptly. With JotNot Invoice, handling your invoicing tasks becomes effortless, granting you the freedom to concentrate on what truly counts—expanding your business and achieving your goals. It's the perfect solution for anyone looking to streamline their financial operations while maintaining a professional image.

What is Clientary?

Discover an all-inclusive platform designed to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff in a single location. This solution not only attracts clients but also enhances your efficiency and time management. Clientary functions as a comprehensive professional services automation tool that meets the diverse needs of your business. Thanks to our support, numerous freelancers, agencies, and organizations have effectively streamlined their client management systems. Eliminate the stress of using multiple documents, templates, and applications. We support the entire client lifecycle, from crafting initial proposals and estimates to tracking hours, creating invoices, and handling payments, ensuring that all essential resources are kept in one place. Start your client relationships on the right foot with customized proposals and contracts, and easily obtain signatures directly through Clientary. Invoices can be generated automatically based on billable hours or estimates, making your billing process far more straightforward. Collect payments effortlessly through a variety of methods, such as credit cards, ACH transfers, or offline options. Keep track of time and assign tasks to staff effectively, while also planning for upcoming workloads. With functionalities that handle projects, budgets, deadlines, and various rates, your organization is poised to excel like never before. This cohesive approach will transform your management of business relationships and operations, enabling you to achieve new levels of success and productivity. Your workflow will not only become more efficient but also more enjoyable as you harness the power of Clientary.

Media

Media

Integrations Supported

Google Cloud Platform
Integry
PayPal
QuickBooks Online
Stripe
Zapier

Integrations Supported

Google Cloud Platform
Integry
PayPal
QuickBooks Online
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$19 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

JotNot

Date Founded

2009

Company Location

United States

Company Website

www.jotnot.com/invoice.html

Company Facts

Organization Name

Clientary

Company Location

United States

Company Website

www.clientary.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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