SimplyPayMe keeps all the details about your jobs in one place, whether they’re in progress, scheduled, completed, or are leads. You’ll have access to the customer’s details, the start and end dates, your notes, and all quotes, invoices, and payment receipts. Create invoices easily from jobs or by converting your quote.
During a job, it may be necessary to adjust the invoice to add or remove needed items. SimplyPayMe allows you to do this easily. Request a single or multiple deposits with just a few taps of your finger – set a percentage of the invoice, or request a custom amount.
Had a similar job in the past? Copy an existing quote and edit as necessary, or use inventory items to make a new quote within seconds and send it by email. Customers can accept the quote with the click of a button, instantly sending you a notification that they are happy with your quote.
All your jobs are listed for you to review at a glance. The status of each job, the start and end date and the cost of the job are all there for you to see. Filter your jobs to see where you are owed money, which jobs have quotes, which have not been accepted or sort your jobs by start date.
All your customers information is kept in one place with SimplyPayMe, including their address and contact details. Send them emails or text messages, call them or get directions to their job all within the app. Bulk upload all your existing customers and their info with your Mac or PC’s browser.
Add your company logo to your invoices and quotes, attach a PDF of your Terms and Conditions, and customise the footer to include your payment terms or a message to your customers.
With SimplyPayMe all of your invoices, quotes and payments are in one place. In a forthcoming app release, you will be able to download all your data as a CSV file with just one click for easy integration into Xero accounting software.
No credit card required.