Smart Invoice

An online invoicing platform with payment collection built in, Smart Invoice is aimed at businesses that still prepare invoices by hand, spreadsheet or template, and then chase the money by email. Its description covers the invoicing and the revenue side together, with customers able to pay through the same system.

Automated invoices and reminders

The system generates invoices and sends them without manual effort. Customer details are saved to the cloud, so a user chooses a customer, adds the due date or the number of items, and sends the invoice electronically. The site says this makes it possible to send an invoice in under a minute. Recurring payments can be set up for long-term clients, which the vendor describes as the basis of a subscription business model. Automatic payment reminders and follow-ups are sent for invoices that are due or about to fall due.

Templates and branding

Invoice templates can be customised for branding, billing and payment fields, so that the document carries the company's fonts, colours and logo. The vendor says custom thank-you messages can be added, and presents the invoice as part of the company's brand identity.

Payments in several currencies

Invoices can be paid in more than one currency, so a customer can settle in their local money. Invoices can be written in English and sent to customers in other languages, Arabic included.

Tracking and analysis

Every invoice and quotation can be checked in real time for its payment status. Past payment records can be reviewed to spot errors, which the vendor cites as a way for an organisation to catch mistakes in its billing. Invoice and payment records sync with accounting software through the vendor's integration, and the site also mentions secure payment links that a business can share with a customer.

Security and the case for switching

The vendor says that data is kept in the cloud and not in folders, and that reputable invoicing systems are built to meet the PCI security standard, which it presents as a reason to choose a provider that holds it. The description argues that small and medium businesses sometimes assume online invoicing is only for large companies, and that a suitable product can be found with some research. The site also offers an app for downloading.