Manage Your Invoices Anytime, Anywhere
Simplify your invoicing process and manage it all in one place. From customer database to product catalogue and invoicing, this solution streamlines your sales process and makes it quick and effortless.
Meaning...
Accounts Manager will be able to create invoices using various invoicing methods, such as progressive billing via itemized or lump sum.
Sales representatives now have the ability to quickly quote customers with personalized pricing books and individualized product pricing.
Businesses now have the capability to manage changes to the orders, such as adjusting order items or delivery progress in batches, easily and efficiently.
Business owners and teams are now able to access real-time status of orders and invoices, enabling teamwork with a synergistic resilient business front-end.
Highlights
Revolutionary Flexible Line Item Editor
Experience the power of invoicing with our flexible line item editor. You can easily select pre-defined products, override product names, and add descriptions with formattable multi-line texts to your invoices and quotations.
Taxes and discounts are fully adjustable with the ability to use percentages or fixed amounts. The editor is user-friendly, designed for ease-of-use, and features a keyboard-friendly interface for high performance data entry.
Powerful document design editor
Create professional and custom invoices with ease using our fully customizable PDF document design. Our visual editor allows for a user-friendly drag and drop interface, with endless design possibilities.
Take advantage of our support for custom fields, tables, header and footer, multi-pages, and even different paper sizes. Discover the flexibility of designing any documents that perfectly match your brand and needs.
Intuitive Change Management
The Change Order feature is intuitive and easy to use, as it utilizes the same UI design as the sales order process. This means that there is no additional learning curve for users who are already familiar with the sales order process. The feature also allows for the release of excess reserved stocks back into the available inventory pool, ensuring that inventory is managed efficiently.
One of the key benefits of the Change Order feature is its ability to stack up multiple change orders as a historical record. This provides full transparency and access to past events, allowing users to easily understand and track changes to orders.
Overall, the seamless integration of the Change Order feature into the sales order process and its ability to manage inventory efficiently make it a valuable tool for any business to stay organized.
Seamless pricebook integration
The price book feature is integrated with key sales documents, making it easy to manage prices. With this feature, any pricing structures or discounts set in the price book are automatically reflected in the line items of quotes, orders and invoices. This streamlines the workflow and eliminates the need for manual updates.
In addition, this feature allows for flexibility when it comes to showing discounts to customers. The discounts can be shown as either a discount or a markdown on the selling price. This gives users more control over how they present pricing to their customers, making it simple to showcase the value of their products or services.
Functions
Sales
- Quotations
- Orders
- Invoice
- Delivery Order
- Product Catalog
Customer
- Company
- Contact
- Category
- Pricebook
Reporting
- Sales Report
- Customers Report
Getting Started
Getting started with Cloudby Business Suite is easy and straightforward. Simply sign up for a free trial and you’ll have access to all of our modules and features. Our user-friendly interface and step-by-step guidance make it easy for you to get up and running quickly.
Here’s what you can expect when you get started with Cloudby Business Suite:
Set up your user account
To get started, simply sign up for a free account.
Select Solution
Simply select the solution that best fits your business requirements. With multiple solutions to choose from, you'll be able to find the one that's right for you.
Fill up your Organization Details
This information will be used throughout the solution and will ensure that your reports and invoices are properly branded and contain the correct information.
Setting up Modules
Proceed to setup your selected modules, If you need help at any time, our support team is here to assist you. Whether you have a question about a specific feature or need help with a technical issue, we're here to help you succeed.
Good to go
If you need help at any time, our support team is here to assist you.
So why wait? Sign up for a free trial today and see the benefits of Cloudby Business Suite for yourself! With our comprehensive solution and easy-to-use interface, you’ll be up and running in no time.
Have Concerns?
Yup, it's totally free! You can sign up right away and start using it.
We keep adding new features and upgrades, so keep an eye out for those.
However, the free version has a limit of 1GB for document hosting. If you need more storage space, just give us a shout and we'll sort you out.
Of course! Just fill in the contact form below, and our sales team will get in touch with you shortly to provide assistance.
Absolutely! You have the freedom to design as many invoice templates as you need to suit your business needs. It's common for businesses to use different templates for different print sizes, such as thermal print, A5, and A4.
Yes, you can create an adhoc invoice without going through the sales order or delivery order process. However, we recommend following the full process flow to better track your fulfillment process and accommodate any changes to the customer's order over time.
You would need our Business Bookkeeping solution does support partial payments for invoices.
Unfortunately, this particular solution does not have the capability of tracking finances. However, our Business Bookkeeping solution supports discounts for invoices.
This particular solution doesn't support financial tracking. However, our Business Bookkeeping solution does support advance deposits and prepayments.
This particular solution doesn't include accounting functionality. However, we do offer our Business Bookkeeping and Business Essentials solutions which have accounting capabilities.
With our finance module, you can even invite an accountant to manage your finances.
Currently, we don't support multiple currencies, but we're working hard to introduce a multicurrency feature. Our design will provide automatic updates on currency values without cluttering the ledger transactions. We're excited to bring this feature to you soon! Stay tuned for updates.
Yes, you can! Currently, you can own up to 3 organizations. If you need more than that, just let us know, and we'll work out a solution for you.
Yes, we do! If you need assistance setting up your organization, just let us know through live chat support, and we'll provide you with the help you need. Our team will guide you through the process and ensure that everything is set up correctly.
Start Transforming Your Business Today
Don’t wait any longer to take your business to the next level. Sign up for Cloudby Business Suite now and start reaping the benefits of a streamlined and efficient operation.
Get in touch with our onboarding team
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Cloudby & Team
We systematically digitize small businesses using our powerful business suite, to help them become more organised and operate more efficiently.
Cloudby Business Suites is a collection of applications that work together to help businesses be more successful. Our modules consist of Finance, Orders, Payroll, Retail, Inventory Production, Fixed Assets and more.