ProjX360 has announced a major round of invoicing enhancements, giving integrators new tools to streamline billing, improve communication, and manage cash flow.
These updates introduce a suite of features that put greater control and customization into the hands of integrators:
- New Invoice Information Fields: Capture more detailed data within each invoice to improve documentation, internal tracking, and client transparency.
- Invoice Default Settings: Customize your default terms, notes, and preferences to save time and standardize your billing process across all projects.
- Payment Link Integration: Include direct payment links in invoices to accelerate the payment process and enhance client convenience.
- Send Invoices Using Your Email Client: Email invoices directly through your connected email client for a personalized and professional touch.
- Open Invoice Report: Gain instant visibility into all outstanding invoices with a clean, actionable report that helps you stay on top of receivables.
- Proposal Invoicing Report: Easily track which proposals have been invoiced, partially billed, or remain untouched to streamline project billing workflows.
In the coming months, users can expect game-changing billing tools from ProjX360, including:
- Merchant Processing Integration
- Recurring Invoices
- A New Billing Dashboard
These new capabilities reinforce ProjX360’s mission to provide a seamless project lifecycle — from proposal to final payment — all in one platform built for integrators, by integrators.
The invoicing enhancements are live and available now to all ProjX360 users.
For more information, visit www.projx360.com.
