Integrated Invoicing: Streamline Your Invoicing Process

Discover an integrated invoicing solution designed to streamline your invoicing operations. With DepositFix, manage everything from online invoicing and multi-currency transactions to flexible payment options and robust accounts receivable (AR) management—all in one platform. Simplify your invoicing workflows and enhance operational efficiency.

See how it works Request a Demo

Integrated Invoicing Software - Key Features

Automated Invoice Generation

Automatically create and send invoices based on predefined rules, such as recurring billing, one-off services, or milestone-based payments.

CRM and ERP Integration

Seamless integration with CRM (e.g., HubSpot, Salesforce) and ERP (e.g., NetSuite, SAP) systems to sync customer data, billing information, and financial records, eliminating manual data entry.

Payment Gateway Integration

Ability to connect with various payment gateways (e.g., PayPal, Stripe, ACH) to allow clients to pay directly from the invoice, simplifying the payment process.

Recurring Billing

Automated recurring billing for subscription services or ongoing client engagements, ensuring consistent cash flow without manual intervention.

Real-Time Invoice Tracking and Notifications

Tools to track invoice status, view payment history, and receive notifications for overdue or pending payments.

Customizable Invoice and Receipt Generation

Options to customize invoices with company branding, logos, and personalized messaging to enhance professionalism and brand consistency.

Multi-Currency and Tax Support

Ability to handle invoices in multiple currencies and apply regional tax rules (e.g., VAT, GST), catering to global clients.

Discover Invoice Automation

Integrated Invoicing: Enhancing Integrations & Flexibility

HubSpot Integration
Seamlessly integrate with HubSpot to create and manage invoices from various sources.

Accounting Ready
Our invoices are ready for accounting integration, supporting platforms like QuickBooks, Xero, and NetSuite.

Customizable Invoices
Include additional information such as memos and VAT numbers. Apply discounts and manage up to 1000-line items per invoice.

VAT & Sales Tax Compliance
Automatically calculate and include VAT, GST, PST, and other sales taxes. Ensure compliance with local and international tax regulations effortlessly.

Check out this Free Receipt Generator

Integrated Invoicing for Payment & AR Management

Diverse Payment Options
Accept payments through various gateways including Stripe, PayPal, Authorize.net, and CardConnect. Support for credit cards, direct debit (ACH, SEPA, Bacs), and more.‍
Failed Payments Auto-Retry
‍Automatically retry failed payments to reduce the impact on your cash flow.
AR Analytics & Automation
Utilize AR analytics for forecasting cash collection and generating DSO (days sales outstanding) reports. Automate follow-ups and reconciliation to streamline your accounts receivable (AR) process.
Aging Reports
Gain insights into outstanding invoices with detailed aging reports. Track overdue payments and assess your cash flow by viewing invoices grouped by their aging status, helping you identify and address potential issues with collections.
Customer Portal
Offer a self-serve portal for subscription management, receipt downloads, and cancellation management. Enhance customer satisfaction with a dedicated customer hub.

Chargeback Protection

Comprehensive Protection
‍Manage chargeback disputes and protect your business with our advanced fraud prevention tools. Implement AVS, CVV checks, and stay informed with the MATCH list.

Dynamic invoicing

FAQ

What is integrated invoicing?

›

Integrated invoicing combines invoice creation, payment processing, and tracking into one streamlined platform, enhancing efficiency and accuracy.

How can I create invoices with DepositFix?

›

You can easily generate invoices using customizable templates within the DepositFix platform, allowing you to add details like items, pricing, and customer information.

Can I automate sending invoices directly to my clients?

›

Yes, DepositFix enables you to send invoices directly via email, ensuring your clients receive them promptly.

Is there support for multiple currencies?

›

Yes, DepositFix supports invoicing in multiple currencies, allowing you to cater to an international clientele effectively.

Experience Invoice Efficiency with DepositFix's Integrated Invoicing

By incorporating these advanced invoicing features, you can streamline your billing processes, maintain compliance, and improve your financial management. Explore how DepositFix can transform your business operations with its comprehensive invoicing solution.

Request a Demo