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Invoice HomeYou can generate and dispatch personalized invoices by selecting from a vast array of templates available. Enhance the professionalism of your invoices by uploading your logo, which helps create a distinct brand identity. Additionally, you can conveniently monitor your invoices using either mobile or desktop devices. Take advantage of various payment options to ensure you receive your payments promptly, and opt for emailing invoices to your clients rather than using paper, which is more environmentally friendly. For those who invoice up to $1000 every 30 days, signing up for an account is free of charge. Invoice Home simplifies the invoicing process, making it accessible for everyone. Don’t miss out on the opportunity to streamline your invoicing today!
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WEX Field Service ManagementWEX FSM is a cutting-edge cloud platform that aims to streamline all aspects of a contractor's business operations, ranging from scheduling and dispatching to invoicing, payments, and customer management. By consolidating various workflows into a single system, it enables technicians, office staff, and clients to collaborate seamlessly, bolstered by features like real-time location tracking, user-friendly drag-and-drop scheduling, optimized dispatch routing, and a thorough customer history that documents job specifics, equipment information, notes, and images. The system also simplifies the creation of quotes and proposals, manages pricing catalogs, and offers instant mobile invoicing and payment capabilities. With functionalities that support recurring service agreements, provide flexible financing options, and include integrated payment processing, WEX FSM enhances cash flow by reducing the time spent on invoicing and collections. Additionally, it integrates smoothly with accounting software such as QuickBooks and offers extensive reporting and analytics tools that deliver critical business insights. A dedicated mobile app further equips field technicians to manage their duties effectively and collect payments on-site, ultimately allowing contractors to thrive in a competitive environment. As a result, WEX FSM not only boosts operational efficiency but also empowers businesses to grow and adapt in an ever-evolving marketplace.
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MonkFinance teams selling to large companies lose most of their DSO before collections begins. An invoice has to reach an accounts payable portal, clear validation and be accepted, and none of that shows on an aging report. Across the $2B+ Monk manages, 92% of enterprise invoices go that route. Monk is an AI-native accounts receivable platform that runs the whole path from invoice to cash. It submits into more than 600 corporate AP portals with 87% filed autonomously, measures acceptance rather than only delivery, and routes rejections back with a reason instead of letting the balance quietly age. For collections, Julia, the Monk agent for Intelligent Collections, responds to what each customer replied rather than working through a fixed sequence, and 90% of invoices clear without escalation. Cash application matches 80% of payments on its own, or 95% with rules your team sets. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. SOC 2 Type II. Live in one to three days.
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Square POSSquare POS is an easy-to-use point-of-sale solution that offers a comprehensive array of features for managing various retail operations. Users can efficiently track inventory and sales, process payments online, and issue digital receipts. This versatile system is compatible with both Android and iOS devices. Notably, Square POS can operate offline by saving transaction data locally, automatically syncing with the cloud once an Internet connection is reestablished. Users can keep track of essential details like product names, pricing, and quantities with ease. Additionally, it includes functionalities such as barcode scanning, discount applications, credit card processing, gift card management, and the ability to handle refunds, making it a valuable tool for businesses of all sizes. With its user-friendly interface and robust capabilities, Square POS is designed to enhance the overall customer experience while streamlining operations.
What is Psalm?
Psalm is an innovative cloud-based CRM and business management solution crafted for small businesses that need to create quotes before finalizing sales. It adeptly manages inquiries, reminders for follow-ups, price quotes based on diverse criteria like size and quantity, as well as sales orders, invoices, and payment workflows. Clients can conveniently accept quotes online, which transition smoothly into orders that allow for deposit and staged payment options, accompanied by invoices that eliminate the need to re-enter line items. Moreover, Psalm tracks outstanding balances and categorizes overdue amounts into 30, 60, and 90-day intervals for better financial oversight. Users can customize their documents by adding their business logos, colors, and letterheads, enhancing brand identity. Additionally, the platform includes a guided importer that integrates with Excel and Google Sheets, and subscribers to paid plans gain access to an AI assistant that utilizes business records to increase operational efficiency. Pricing is structured per organization, featuring a free tier for a single user to manage invoices, quotes, and customer interactions, with paid options available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A 14-day risk-free trial is available without requiring credit card information, giving businesses the chance to explore the platform's capabilities prior to making a commitment. This level of flexibility not only allows small enterprises to select a plan that meets their specific requirements but also equips them with valuable tools to enhance their operational efficiency and growth potential. By utilizing Psalm, small businesses can streamline their processes and improve their overall productivity.
What is Halvixo?
Halvixo is a cloud-based quotation tool tailored for small B2B teams, enabling administrators to oversee catalog prices, develop and distribute templates, and set up alerts for percentage discounts, limits, and justifications. Sales representatives can utilize these guidelines to create quotes, maintain various versions, and export them as polished PDFs for their customers. Additionally, customer purchase orders are linked to the relevant workflow, allowing administrators to review, request changes, approve, or reject them as necessary. However, it is important to note that Halvixo lacks a function for routing quotes to managers for approval and offers both fixed-rate and per-user pricing in USD. The Team plan, priced at $79 per workspace per month plus applicable taxes, supports up to five active users, including administrative roles. Users benefit from a guided setup to help them begin using the service efficiently. A complimentary 30-day trial is available, which requires manual approval without needing credit card details, and it will not automatically switch to a paid subscription. Currently, live subscription billing has yet to be activated. Moreover, Halvixo features an intuitive interface aimed at simplifying the quotation process, making it an excellent option for small businesses looking to enhance their efficiency in generating quotes and managing customer interactions. With its comprehensive functionalities and user-friendly approach, Halvixo stands out as a valuable tool in the competitive landscape of quotation software.
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Integrations Supported
API Availability
API Availability
Pricing Information
£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Version
Free Trial Offered?
Pricing Information
$79/workspace/month
The Team plan is $79/workspace/month plus applicable tax for up to five active users, including administrators. Billing is monthly, with no annual option; larger teams require a separate agreement. Guided setup is included. The free 30-day evaluation requires manual approval, does not require a payment card, and does not convert automatically.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Not specified
Company Facts
Organization Name
Jordan Labs Ltd
Date Founded
2026
Company Location
United Kingdom
Company Website
psalmcrm.com
Company Facts
Organization Name
Halvixo
Company Location
India
Company Website
halvixo.com
Categories and Features
Categories and Features
Quoting
Not specified