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Clients

Complete client management is one of our goals. We understand that most business deal with clients differently - we try & cater to your exact client relationship requirements.

Instantly Find Clients

Type any part of any information from your client and instantly find your client. By default, clients are ordered by amount outstanding. An Actions button is available to quickly perform common actions on the selected client.

Client Tags

Add tag(s) to your clients so that you can easily send SMS & Bulk emails to your clients by tag. Everywhere that you can select multiple clients for an action, you'll be able to select by tag.

Client Tags

Automatic Statements

Manage Automatic Statements to automatically email statements to certain clients on specific days - especially useful for those that frequently "forget" to pay you on time. Automatic Statements can optionally be skipped if the client has nothing outstanding.

Automatic Statements

Top Clients - Reports

With a couple of clicks you can view your top clients in a specified period, by volume & by revenue.

Quick & Easy Reports

Custom Fields.

You can add custom fields for your clients.

Add Custom Fields

Customer Zone

Each client gets access to a customer zone from where they can update their information (requires your approval) & view all their documents from any internet connected device.

Read more about the customer zone here.

Customer Zone

Keep your client updated

Your client can be notified via SMS and/or Email, all optional, every time a job cards status changes. It keeps a healthy relationship with your clients, and they appreciate being kept up to date every single step of the way. Keep them loyal to your business by keeping them up to date, a client appreciates nothing more.

Keep Your Client Updated

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More than 1,000 businesses operate more efficiently with us.

Impossible to run our businesses without IO

IO is an integral part of our day to day business. It allows me complete control and overview functionality, while still enabling franchise owners to run their various franchises without interruption.

At Storietyd.co.za - a bookclub for Afrikaans children, with thousands of members - all our billing is automated, automated invoices, automated debit orders, automated payment allocation, and so forth. Administration would be an absolute nightmare without IO.

We are suppliers of bulk educational products to schools, our reps in the field use IO for quotes, invoicing and managing debtors, directly from their smartphones / tablets.

We are extremely satisfied with Invoices Online, and would certainly recommend that you try it out.

Kobus Venter
valued client Cooper Power South Africa (Pty) LTD
Cooper Power South Africa (Pty) LTD
valued client De light Investments(Pty)Ltd trading as Serene Memorials
De light Investments(Pty)Ltd trading as Serene Memorials
valued client OPTIMUS ELECTRICAL PTY (LTD)
OPTIMUS ELECTRICAL PTY (LTD)
valued client LEO DEVELOPMENT GROUP
LEO DEVELOPMENT GROUP
valued client GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
valued client TIGERDSL
TIGERDSL
valued client Beyond Laser CNC Cutting Technology South Africa CC
Beyond Laser CNC Cutting Technology South Africa CC
valued client Lemba Truck Stop
Lemba Truck Stop
valued client VA AND M BUSINESSES (PTY)LTD
VA AND M BUSINESSES (PTY)LTD
valued client OrgChart Hosting Pty Ltd
OrgChart Hosting Pty Ltd
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client SR Travel Services
SR Travel Services
valued client Digifax (Pty) Ltd T/A SecurityHyper
Digifax (Pty) Ltd T/A SecurityHyper
valued client Stevens Consulting
Stevens Consulting
valued client Nogana Events and Decor
Nogana Events and Decor