Working Point

Features:-

Create Professional, Personalized Invoices:- With WorkingPoint, you can create professional invoices you’ll be proud to send your customers. Customize your invoice by adding your company logo, name, address and other contact information. Store default text for your company’s Terms and Conditions and Email Message using your own words and invoicing your customers with WorkingPoint is even quicker as we will add them to each invoice for you. By using your own voice, it will always feel like you sending the invoice, not a computer.

Build Customer Base and Invoice History:-At WorkingPoint, we view every contact as a prospective customer. So, you can create an invoice for any of your contacts. You can even create new contacts on the fly by adding them while invoicing. WorkingPoint will store your contacts in the Contacts List and keep track of your customer relationships, including their lifetime purchases and order history. As you invoice your customers, WorkingPoint’s invoice software is keeping track of all the important customer and invoice information you’ll want to refer to later.

Invoice for Products and Services:-Like contacts, you can add products and services you sell on the fly from the invoice. If the product or service you’re adding to the invoice is already on your Items List, adding it to an invoice is a snap; simply start typing in the name and WorkingPoint will match it to the products and services in your list and suggest a match. If you track inventory for the product, WorkingPoint will let you know how many units you have on-hand so you can be sure not to sell goods you don’t have.

Invoice Customers Automatically with Recurring Invoices:-If you invoice customers for the same amount on a regular basis, set your invoicing on auto-pilot with WorkingPoint’s recurring invoice plans. When you create a recurring plan, you control who you want invoiced, what for, and how often you want to send a new invoice and we’ll automatically create and email your customer their invoices for you. Recurring invoice plans are just another way WorkingPoint helps make running your business easier and saves you time.

Calculate and Charge for Sales Tax Automatically:-WorkingPoint invoice software automatically tracks sales tax for you. When you invoice your customer for a taxable item, we’ll calculate the tax based on the cost of the item and your customer’s zip code (or your company’s zip code if you don’t have a physical address for a customer). And, we keep the tax rates updated so you don’t have to.