Overview of OnlineFreeInvoice Features
OnlineFreeInvoice is a feature-rich, all-in-one business management system designed for modern businesses — from freelancers to large teams. It allows you to handle invoicing, client management, HR, finance, orders, and more — all in one seamless platform.
Easy Invoice Creation
- User-Friendly Interface – Creating professional invoices has never been easier. Just add your clients, items, and payment details, and your invoice is ready to go.
- Customization Options – Personalize your invoices to match your brand by adding your logo, business information, and custom fields. You can also include discounts, taxes, and payment terms to meet your specific needs.
- Online Invoicing with Digital Signatures – Clients receive invoices via public link, email, or WhatsApp. Before submission, they must sign digitally — ensuring legal approval and smooth workflow.
Estimates & Quotes Made Simple
- Custom Estimates & Quotes – Create professional-looking estimates and quotes tailored to your business. Add items, taxes, discounts, and terms — just like invoices.
- One-Click Conversion to Invoices – Once approved, convert any estimate or quote into a live invoice instantly — no need to re-enter data.
- Digital Client Acceptance – Send quotes via public link, email, or WhatsApp. Clients can approve or reject with a digital signature, and you’ll be notified immediately.
Track Expenses with Clarity and Control
- Add & Categorize Expenses – Log business expenses manually or upload receipts. Organize them by category, project, or client for detailed tracking.
- Smart Financial Reports – Instantly generate expense summaries to understand where your money is going. Filter by category, date, or department and export to CSV.
Double Dashboards for Smarter Control
- Private Dashboard for employee-specific views like tasks, shifts, and time logs.
- Advanced Dashboard for admin-level insights into projects, shifts, overdue tasks, and financial health.
Smart Calendar Integration
View and manage your events, HR holidays, tasks, and deadlines from one unified calendar.
Lead Management
- Lead Tracking with contact details, deal status, and conversion metrics.
- Deal Pipeline helps manage opportunities and sales forecasting.
Client Management
- Store complete client profiles, invoice histories, and transaction statements.
- Easily generate client-specific reports and summaries.
Complete HR Suite
- Employees: Add and manage staff records, including roles and profiles.
- Leave Management: Set leave policies, approve/reject requests, and track balances.
- Shift Roster: Assign shifts by employee or department.
- Attendance: Manage check-in/check-out with reporting.
- Holiday List: Customize based on location or department.
- Designations & Departments: Structure your org chart smartly.
- Employee Appreciation: Reward top performers and boost morale.
Work Management
- Projects: Set goals, assign teams, track milestones.
- Tasks: Break projects into tasks and subtasks with deadlines.
- Contracts: Create and manage contracts linked to projects.
- Timesheets: Log hours manually or via clock-in integration.
Comprehensive Finance Management
- Proposals: Send branded proposals with online approval/signature.
- Estimates: Share estimates that can be digitally signed and converted into invoices.
- Invoices: Create one-time or recurring invoices. Clients must sign before submitting.
- Payments: Record partial/full payments with method tracking.
- Credit Notes: Handle refunds or corrections professionally.
- Expenses: Categorize and report on all business spending.
- Bank Accounts: Track balances, generate statements, and monitor real-time entries.
Order Management
Manage sales orders, delivery status, and invoicing from a single panel.
Support Tickets
Clients and staff can raise tickets, assign agents, and track resolutions.
Event Planning
Create and manage company events, team outings, and meetings — sync with calendar and notify invitees.
Internal Messaging
Chat directly with employees, clients, or teams — reduce the need for external apps.
Notice Board
Share official announcements with roles-based access to relevant audiences.
With OnlineFreeInvoice, managing your business finances has never been easier. Start using OnlineFreeInvoice today and experience the benefits of a streamlined, professional, and efficient invoicing solution.
Create & send professional invoices in seconds
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