Invoicing features
Explore IndyCRM's powerful invoicing features
Creating custom invoice templates
Customise the look of your invoices by creating templates tailored to your brand identity. Include your logo, choose your colours and define the layout that suits you.
- Fully customisable design
- Branding with your logo and colours
- Support for multiple currencies and languages
Recurring billing automation
Set up recurring invoices for your contract or subscription clients. Schedule the automatic dispatch of invoices at regular intervals with no manual intervention.
- Flexible scheduling (monthly, quarterly, annual)
- Automatic client notifications
- Automated payment tracking
Payment tracking and reminders
Easily track the status of all your invoices and automate reminders for overdue payments. Gain clear visibility into your cash flow and outstanding client balances.
- Payment tracking dashboard
- Customisable reminder templates
- Payment received notifications
Accounting exports and reports
Easily generate financial reports and export your billing data for your accountant. Simplify your administrative and tax management with purpose-built exports.
- Exports to Excel, CSV and PDF
- Revenue and VAT reports
- Complete history by client
Integration with your accounting software
Connect IndyCRM to your preferred accounting software for seamless synchronisation. Eliminate double entry and ensure the consistency of your financial data.
- Compatible with major accounting software
- Two-way synchronisation
- Simple, guided setup
Data import (Premium)
Easily migrate your existing data to IndyCRM with our intuitive import wizard. Compatible with the most common file formats for a smooth transition.
- Step-by-step guided import wizard
- CSV, Excel and vCard format support
- Intelligent field mapping
- Data validation before import
- Duplicate detection and management