IMPROVE CLIENT SATISFACTION

Benefits of Client Management Software

Self-Service Access To Clients

  • Invoice & history access
  • Reduce administrative load

Easy Communication

  • Simplify client interactions
  • One place for communication

User-Friendly Portal

  • All client data
  • Intuitive and organized
SAY NOT TO FRAUDS

Offer Secure Login To Clients

Protect client logins with advanced security, ensuring data privacy and peace of mind.

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  • Invoicera
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One Login, Total Protection

  • Encrypted Login Credentials
  • Multi-Layer Access Control
  • Private & Secure Portals
  • Peace of Mind Guaranteed
  • 4.6 Excellent Award

    Invoicera is a lifesaver! I always know who's paid and who owes me. It keeps my finances organized, saving me time and stress, especially at tax time.

  • 4.5 Excellent Award

    Invoicera makes online billing incredibly easy. I can send unlimited invoices quickly and without any hassle. It's a fantastic tool that has simplified my invoicing process.

  • 4.6 Excellent Award

    I appreciate Invoicera's customization options, especially for branding my invoices. Granular permissions give me total peace of mind.

  • 4.6 Excellent Award

    Invoicera has boosted my professionalism and saved me tons of time! I love the easy invoice customization and clear history.

  • 4.5 Excellent Award

    I've been using Invoicera for over 3 years to manage my invoices. It's incredibly easy to use and gives total control over my cash flow.

10M+

Transactions

4M+

Subscribers

SIMPLIFY WORKFLOW FOR CLIENTS

Maximize Client Access & Engagement

Give your clients a smooth and secure way to interact with your business, improving their experience and building trust.

Manage Invoices & Estimates

Access all invoices, estimates, and account statements in one place.

  • View graphical reports
  • Track financial status
  • Improve organization

Seamless Client Access

Clients can log in instantly via links sent with invoices or estimates.

  • No extra steps needed
  • Save time and effort
  • Enhance client convenience
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KEEP CLIENTS INFORMED

Provide Transparency To Clients

Offer immediate updates on transactions and received estimates for both parties, improving transparency and collaboration.

Instant Payment Updates

Ensure smooth and transparent payment tracking for all transactions.

  • Prevent confusion
  • Avoid unnecessary delays
  • Enhance financial accuracy

Effortless Estimate Handling

Clients can view, accept, or reject estimates with ease.

  • Simplify approvals
  • Accelerate invoice creation
  • Reduce manual follow-ups
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DATA-DRIVEN SUCCESS

Strategic Financial Planning for Business Growth

Get real-time insights for efficient financial management and seamless business progress.

Discover How Invoicera Can Drive Your Business Success

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60%

REDUCED MANUAL WORK

A SaaS company reduced manual work by 60% using Invoicera’s automated recurring billing, invoice scheduling, and reminders.

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40%

FASTER PAYMENTS

Digital marketing firm increased payment collection with Invoicera’s automated invoicing, project hour tracking & follow-up reminders.

Improve Your Cash Flow
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QUICK DATA ACCESS & DOWNLOADS

Get Precise Insights With Smart Filters

Easily filter data across modules to find relevant details instantly.

Advanced Data Filtering

Sort invoices, estimates, and other financial records efficiently.

  • Refine search results
  • Locate specific data fast
  • Improve workflow efficiency

Easy Document Downloads

Download or print financial documents directly from any module.

  • Enable quick access
  • Keep records organized
  • Enhance document control
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EASY ACCESS

Client Portal On Mobile App

Empower clients with a seamless invoicing experience via Invoicera’s mobile app—available for Android and iOS.

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Smart Portal, Happy Clients

Give clients real-time access to invoices, payments, and transaction history—anytime, anywhere.

  • Android & iOS support
  • Works on Windows & Mac
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Launch Your Client Portal Instantly

Instantly launch your own client portal software, giving you immediate access to organized and efficient client interactions.

Step 1
Sign Up on Invoicera

Visit the Invoicera website and sign up to create your client portal quickly.

Step 2
Customize Your Portal

Set up branding, notifications, and access controls for a personalized experience.

Step 3
Manage Clients & Invoices

Add clients, track invoices, and monitor payment statuses with ease.

EXPLORE ALL TEMPLATES

Pre-Designed and Customizable Invoicing Templates

All-in-one invoicing software to manage & track payments, expenses, bills & more.

invoice-image
INVOICERA FEATURES

The features you need. All in one place.

Maximize your revenue and drive growth with efficient invoicing.

Invoicing

Create professional invoices in minutes. Automatically add tracked time and expenses.

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Financial Management

Optimize your finances with credit control, secure payments & streamlined cash flow.

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Business Operations

Manage everything in one place - time, estimates, and more, hassle-free.

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Security & Admin

Stay safe and in control with our watchful eye on your data and smooth admin tools.

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AMPLIFY GROWTH

Versatile Platform for All Business Sizes

Scale effortlessly with a platform that adapts to the unique needs of any business, large or small.

Invoicera

Small Businesses

Stay on top of your cash flow

Get 70%

Faster Payment Collection

Small Businesses

  • Track and manage recurring payments efficiently
  • Keep your billing in line with your business growth
Invoicera

Freelancers

Turn hours into accurate invoices

Witness 40%

Increased Billing Efficiency

Freelancers

  • Charge for the hours you work, no surprises
  • Track time seamlessly and convert it to invoices in one click
Invoicera

Enterprises

Master complex billing effortlessly

See 99% growth

Improved Billing Accuracy

Enterprises

  • Manage multiple billing streams with ease
  • Ensure timely and accurate invoices across departments
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EASY PAYMENTS

Do More With Integrations

Discover reliable payment integration gateways, offering diverse
payment options tailored to your business needs.

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KNOW YOUR QUERIES

Frequently Asked Questions

How can I manage clients and vendors in the same dashboards?

The single yet segregated dashboard of Invoicera helps you track your purchase orders, as well as, invoices in the same dashboard. Thus helping you track the cashflow, delays, and missed factors in the process.

Can I generate customized reports for my clients and vendors?

Yes, you can filter/customize your reports for a specific time, client, vendor, or even staff and share it with them as a downloaded version.

How is this software different from other client management portal software?

Invoicera is tailor-made to your specific needs and completely customized to integrate in your current ERP and CRM. Thus, it has been #1 choice for more than 4M users worldwide from more than 18 years.

Can I convert purchase orders into invoices directly?

Yes, you can convert purchase orders into invoices and edit them as well with Invoicera.

How is Invoicera different from other client management portal software?

Invoicera is tailor-made to your specific needs and completely customized to integrate into your current ERP and CRM. Thus, it has been the #1 choice for more than 4M users worldwide for more than 19 years.

TESTIMONIALS

We Love To Hear From Our Users

We value your feedback and love sharing user experiences.

For my contractor business, I needed a solution that replaces an outdated manual invoicing system. Invoicera made it simpler and easier to invoice. Now, I spend less time manually and more time to help clients with their queries. Incredibly intuitive invoicing software.

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JACOB DAVIS

When I began my real estate firm, I hated invoicing so much that sometimes I put off sending invoices for months. Invoicera proved to be the best online invoicing platform that caters to professionalism and quickly sent out estimates and invoices on the spot.

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HARRY CLARK

No complicated software, easy-to-use interface with definite benefits from fast invoicing, expense tracking, estimates, billing, advanced sales tax and more. Great app for both beginners and advanced users. Now I can look for the detailed financial performance overview and efficiency of people working on billed, unbilled and internal projects. You can easily analyze profit, loss and cash flow.

Invoicera
WILLIAM POWEL

When running the hotel business, controlling business expenses and maintaining surplus cash flow became hectic for me. I wanted a solution that could take my hospitality business to the next level. With rapid research on the internet, I found Invoicera that control all my hotel business expenses with ease. Thank You. Great program.

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AMERY DAVIS
TOP RATED GLOBALLY

The #1 Invoicing Software

Streamline billing and generating invoices with Invoicera.

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Invoicera is a true value for money software. It offers great features which are suited to all professions.

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Award

The best Invoice app for managing your finance and generating online invoices. Simple to create invoices and to share with our customers.

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ONE UNIFIED SYSTEM

Customization That Fits Your Business

Seamless integration with your existing software.