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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 XpressDesigns
XpressDesigns
valued client ActionOnline
ActionOnline
valued client Kolomaka Services (Pty) Ltd
Kolomaka Services (Pty) Ltd
valued client SLOANE MEAT MARKET
SLOANE MEAT MARKET
valued client Salvage Genie
Salvage Genie
valued client Mountain Lion Properties
Mountain Lion Properties
valued client Goeters & Dinge
Goeters & Dinge
valued client Kashmir Koko
Kashmir Koko
valued client Advance X (PTY) Ltd.
Advance X (PTY) Ltd.
valued client Import Maaw
Import Maaw
valued client Firstweb Hosting & Design
Firstweb Hosting & Design
valued client WIP Digital Solutions
WIP Digital Solutions
valued client LRB Computers
LRB Computers
valued client klinrol Hygienic Tissue Products (pty) ltd
klinrol Hygienic Tissue Products (pty) ltd
valued client Konsortium Operations (PTY) LTD
Konsortium Operations (PTY) LTD