Invoices and Billing
Simplified Financial Management
The TAAX Pro invoice feature is designed to empower your
business, helping you get paid faster with less effort.Spend
less time on administrative tasks and more time on what drives
your business forward
Replaces:
FROM CREATION TO GETTING PAID
Polished and more credible appearance
The TAAX App Pro Invoices & Billing feature is your comprehensive solution for streamlining your financial operations from creation to payment. Seamlessly integrated into your all-in-one platform, it empowers your business to generate professional invoices, accept payments effortlessly, and maintain crystal-clear financial records.
Custom Branding: Beyond just your logo, tailor the entire look and feel of your invoices. Choose your brand colors, fonts, and layout styles to ensure every invoice is a consistent and professional extension of your business identity. This reinforces your brand recognition and builds client trust.
Live Preview: Eliminate guesswork and errors with real-time feedback. As you build your invoice, instantly see how every change – from line item adjustments to branding updates – will appear to your client. This ensures accuracy and a flawless presentation before you even hit send.
Service & Item Details: Precisely detail every aspect of your offerings. Easily add comprehensive descriptions for services rendered or products sold, including specific quantities, accurate unit rates, and flexible options for hours or project-based pricing. This transparency builds client confidence and reduces payment disputes
Tax & Discount Management: Handle complex pricing scenarios with ease. Apply various tax rates (e.g., sales tax, VAT) to individual items or the entire invoice, and offer flexible discounts (percentage or fixed amount) to specific clients or services. Our system provides clear breakdowns, ensuring full transparency for your clients.
Game changing technology helps people just like you.
See what our users are saying.
It’s a total business solution. I love being able to run my office virtually from anywhere. It has given me the freedom that I always wanted to have during the busy season.
Thomas Lee - MTP Financial Services
I started using the TAAX App appointment system and saw a quick increase in confirmed meetings with almost zero no-shows.
Lauren Ellis - Ellis and Associates
I love having all of my business tools on one dashboard. Virtual meetings are so much easier with having all of the customer data all in one place.
Mitch Thompson CPA
We joined TAAX App because we initially were trying to save money on all of the various apps. After using it for a month we noticed how much more organized our office was running.
Richard Breene - Diamond Mortgage
The automated marketing has really helped me build my business. I’ve quickly expanded from only having local clients to having national clients using the virtual meetings.
Katy McMicheal - McMicheal Accounting
Watch how TAAX PRO can help you.
TAKE CONTROL OF YOUR BILLING FROM START TO FINISH
Streamline your billing from creation to cash flow
Transform the way you get paid. TAAX App Pro's Invoices & Billing makes it faster and more convenient for your clients to settle their dues, directly from their invoice, by removing friction and offering diverse payment avenues. This seamless process significantly improves your cash flow and reduces the time you spend chasing payments.
In-app Payments: Offer your clients the ultimate convenience by allowing them to pay securely directly within the TAAX App Pro client portal or any integrated interfaces. This frictionless payment experience reduces barriers, leading to faster payment collection and improved cash flow.
Payment Links: Generate unique, secure payment links for each invoice that can be effortlessly shared via email, SMS, or any messaging platform. Clients can click the link and pay instantly, providing flexibility and speeding up the payment process, especially for remote or mobile clients.
Stripe Integration: Securely connect your existing Stripe account in a matter of minutes to unlock powerful credit card processing capabilities. Benefit from Stripe's robust security features, competitive transaction fees, and global reach, making it easier to accept payments from diverse clients.
Multiple Payment Gateways: Don't limit your clients' payment options. TAAX App Pro supports integration with various popular payment gateways, offering your clients a broad range of convenient methods to settle their invoices, from credit cards to digital wallets. This flexibility enhances client satisfaction and ensures you can accept payments from virtually anyone.
The Benefits for Your Business
Implementing the TAAX App Pro Appointment Manager will significantly enhance your operational efficiency and elevate your client experience. This section highlights the tangible advantages businesses gain by centralizing their appointment management.
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Improved Cash Flow:
Accelerate payment collection with convenient payment options, automated reminders, and a streamlined payment process, ensuring funds reach your accounts faster.
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Enhanced Professionalism:
Present a polished, branded image with professional invoices and consistent communication that instills client confidence and reflects positively on your business.
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Reduced Administrative Burden:
Automate manual billing tasks, invoice generation, and payment tracking, freeing up valuable staff time for more strategic activities and client engagement.
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Greater Accuracy & Compliance:
Minimize human errors with automated calculations and maintain comprehensive, auditable financial records, simplifying tax season and ensuring regulatory compliance.
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Better Financial Visibility:
Gain real-time insights into your billing status, outstanding balances, and overall cash flow with activity feeds and reporting, enabling more informed financial decision-making.
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Increased Client Satisfaction:
Offer flexible and easy payment options, transparent billing, and timely communication, significantly improving the overall client experience and fostering loyalty.
EFFORTLESSLY NAVIGATE BETWEEN CLIENT DETAILS AND PROCESSES
Bring all your work together in one place
The Invoices & Billing feature is a core, integrated component of your comprehensive TAAX App Pro ecosystem. This ensures a cohesive workflow where your financial processes connect effortlessly with other crucial aspects of your business operations.
Seamless data exchange between the pro and customer apps
Client mobile app
The Customer App automatically exposes your business nationally.
Customers can search, book, communicate and send documents
via the app.
5 Stars in App Store and Google Play
App Store
Google playPro mobile app
Professionals can access all of the tools on one easy platform. Build
stronger relationships and deliver exceptional service, regardless
of location.
5 Stars in App Store and Google Play
Set up your account in
minutes—no contracts,
setup fees, or credit card
required.
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Get Started Fast:
Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.
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Focus on What Matters:
No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.
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Experience the All-in-One Advantage:
TAAX APP is your one-stop shop for success. Manage appointments, streamline workflows, connect with clients, and more – all from a single, user-friendly platform.
Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!
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