INVOICE MANAGEMENT SOFTWARE
Send Invoices, Track Every Payment, and Get Paid Without the Wait
Most freelancers and agencies send an invoice and then wait, with no idea if it was opened, ignored, or lost in the inbox. Client Manager's Invoice Management Software consolidates every invoice, every client, and every payment status onto a single, clean dashboard. Send via PDF or direct URL, set recurring billing, and always know exactly where your money stands before you have to ask.
HOW IT WORKS
How ClientManager Takes You From Invoice to Payment
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Create a Professional Invoice in Minutes
No spreadsheets. No separate tools. Just open ClientManager. Pick a template or start from scratch. Fill in your service details, set the amount, choose the currency, and your invoice is ready to SEND. The whole thing takes minutes. ClientManager integrates with PayPal, start receiving payments via PayPal today!
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Link It Directly to the Right Client
Choose the client from your workspace, and the invoice connects automatically. No manual entry. No copy-pasting details every time. Every invoice sits exactly where it belongs, inside the right client record.
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Send It Online and Track Every Payment
Send via PDF or direct URL, whichever works for your client. ClientManager's online invoice tracking keeps every status updated: Draft, Sent, or Paid. You always know what is outstanding and what needs a follow-up.
INVOICE MANAGEMENT SOFTWARE SYSTEMS BENEFITS
Stop Losing Money to a Slow, Messy Invoice Process
Freelancers and agencies lose more than just time when invoicing is disorganized. ClientManager gives you a clean, simple invoice management process that keeps track of every payment, so nothing slips and every client pays on time.
Every Invoice Status is Visible the Moment You Log In
Managing invoices and payments in one place makes a difference. ClientManager consolidates everything: every invoice, every client, every amount, with real-time status and filtered views accessible in one click.
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Real-time Status for Every Invoice.
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Filter by Client, Status, or Date.
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No More Searching Through Emails.
Send Once, Get Paid on a Schedule
Billing a retainer client every month should not be a manual job. ClientManager is an invoicing software for small businesses and freelancers that handles recurring and one-off invoices from the same dashboard. Pick the amount and frequency, and the system does the rest. No missed billing cycles. Just CONSISTENT PAYMENTS, every time.
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Once-Off and Recurring Invoices.
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Auto-Billing for Retainer Clients.
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Never Miss a Billing Cycle Again.
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Set It Once, Get Paid Every Time.
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Integrated with Paypal
Know Exactly Where Every Payment Stands, Without Asking Anyone
Most freelancers send an invoice and hear nothing for days. ClientManager changes that. With online invoice tracking, every STATUS updates the moment your invoice is sent, opened, or paid. You always know exactly where your money stands. Catch OVERDUE PAYMENTS early, follow up fast, and keep your cash flow moving without the stress of manual tracking.
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Real-time payment status updates.
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Spot Overdue Invoices Instantly.
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Follow Up Before Payments Go Late.
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Full Visibility Across Every Client.
More options to get paid
We don't take any transaction fee. It goes straight to your account (the way it should).
Currently integrates with:
Client Manager’s Features
Unified Dashboard
This dashboard gives you a comprehensive overview of your clients, projects, tasks, and upcoming deadlines. Additionally, the Google-integrated calendar offers a unified view of your availability and meetings. The To-Do section highlights upcoming tasks for clients, all accessible within the dashboard.
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Client Portal
Our client portal provides a branded space to capture all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.
Client & Contact Management
Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively.
Deal Management
Visual sales pipeline that helps you track from first conversation to closure. By connecting deals with your clients/contacts, our platform provides visibility into the sales cycle and enables you to automate tasks and manage pricing.
Products Feature
Streamline your catalog setup and once and use it once across all channels with our built-in product management software. Add products and pricing, and connect deals, proposals, and invoices for a seamless billing experience.
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Calendars
Stay on top of meetings, deadlines, and follow-ups with built-in calendar management software. The platform provides a clean monthly view that users can use to schedule events, sync with Google Calendar, and share availability.
Projects & Tasks
Create projects and break them down into actionable tasks. Assign team members and track progress in real time to gain visibility into active projects, upcoming priorities, and your team’s focus. With this powerful project management feature, you will keep your roadmap strategically aligned for success.
Time tracking
Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.
Contracts
With legally binding contracts, digital signatures, version controls, and instant notifications, you will convert prospects from “may be” to “yes” in record time. Our contract management software allows you to build contracts seamlessly and save them as templates for future use.
Proposal
Create professional proposals that close deals with our built-in proposal software. Use templates to speed up your sales process. Monitor proposal status and manage contract versions in a centralized location.
Invoice Management
Get paid faster with professional invoices and instant online payments. Our platform allows you to send recurring invoices, track payments, and overall revenue per client.
Questionnaires
Simplify onboarding by sending structured forms to gather essential client information before the project begins and eliminate endless email exchanges. Use your custom onboarding form to streamline your workflow and ensure a seamless and professional experience.
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Your Invoices Are WAITING, Get Paid Without the Follow-Up
Most freelancers and agencies spend hours every month on managing invoices and payments manually, tracking clients, resending invoices, and wondering what is still unpaid. ClientManager ends that. Every invoice tracked, every payment visible, every client billed on time. Always.
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ClientManager is the simple client onboarding & management tool.
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