![]() This is a great way for you to capture information directly from your clients, and then tag that information with the appropriate project, without having to worry about losing it. Your clients invoice can then be generated with one simple click. Managing Client AccountsA great feature of Billings Pro for Mac is the ability to maintain accurate client records whilst keeping all data stored safely and securely. Billings Pro for Mac lets you manage your client accounts anywhere, at any time. ![]() Useful tools such as the ability to take payments and retainers from a connected mobile device during a client meeting, are an invaluable asset, as is updating and re-submitting invoices to reflect the latest information in real-time. In order to access client account management, simply click on the client or project that you need to review. From here Billings Pro for Mac lets you see when previous payments were made, and by what method of payment. By keeping work separated by project for each client, Billings Pro ensures you stay organized and keep on top of any un-billed or unpaid projects.ĮstimatingBeing able to use estimate templates, instead of creating estimates from scratch, saves business owners money and time. #Syncing daylite and billings pro professionalīillings Pro for Mac provides you with professional estimate templates, which can be customized and distributed from any Internet connected Apple device.Ĭreating an estimate with Billings Pro for Mac is an easy affair and only takes a couple of minutes. You select the template you like, populate the fields with the relevant details such as hourly amounts or estimated time requirements, and then enter the appropriate contact information for your client. The app will then send the client a professionally formatted PDF estimate, with any costs quoted by time, fixed amount, expense, or per project. IntegrationsBillings Pro integrates with Daylite, MoneyWorks and Quickbooks for Mac. ![]() PricingBillings Pro for Mac uses a freemium, subscription pricing model, with a free trial available (no credit card required).
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