Increase transparency between you and your clients with the iSheets invoice management solution. Store historic and current invoices at a glance in iSheets. Here, you can keep a log of all the historical invoices associated with a particular matter along with details such as narratives, disbursements, write offs and balances.
Clients can access this information whenever they need to (the cloud-based platform can be accessed from any device), without the need to contact you to request historic invoices. You can set permissions on the invoices to restrict access to any data that is sensitive or not relevant for clients to view.
You and your clients can easily filter invoices by quarter or financial year and quickly export information to Microsoft Excel format.
This solution can be created by importing invoice data from your financial software, or syncing this data direct with the use of HighQ Appliance. Contact us to find out more about HighQ Appliance.To see a video demonstration of several other business solutions that can be built within iSheets, watch a recording of our webinar, iSheets Solutions Spotlight, now.