Client work, quoted.
Send the quote, turn it into the invoice when it is accepted, add the hours as billable items, and give every client a portal where they pay and ask for changes.
The quote, the invoice, the hours, the files and the questions for each client in one account, not five tools.
From proposal to paid
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01 Quote
Send the quote
Line items, terms and notes, with a stage you move as the conversation goes. The client accepts it in their portal.
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02 Invoice Accepted becomes invoiced
An accepted quote becomes the invoice. Retainers and care plans bill themselves every month.
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03 Account
One account for each client
Billable hours, services, invoices, tickets and notes on the client's own record.
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04 Support Change requests with an owner
Clients open a ticket with the right department instead of writing to whoever they know.
WBAMS for agencies
Yes. Add hours, quantities or a fixed amount as billable items on the client's account, and they go on the next invoice on the date you choose.
Yes. An account can have several users, and one user can be linked to several accounts.
With the Project Management add-on, which adds projects, tasks and time to the control panel.
The Freelancer preset installs clients only, with nothing for members, staff or donations. You can switch more on later.
Spend your time on the work
Quotes, billing, clients and support, in one place.
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