Looking for Recommendations!

Looking for recommendations on both Invoicing and Payment posting software for a contracting company.

Thanking you in advance!!!

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Hi Cindy I love Quick Books on line
Very easy and simple to use

Hi Pauline!

I’m just now getting back to “attempting” to set this up.

All I want to do is send an Invoice to a Contact and provide them ability to make a CC Payment that will “post” to both InfusionSoft and QB Online.

Good Afternoon Cindy,

I agree with Pauline - QuickBooks Online is a great platform. I can definitely help you automate what you need done.

What would you recommend when it comes to having documents signed?

For example – I’d love to be able to send an email from the Contact Record and include the link for them to sign our proposal….

Any thoughts?

We use a program called practice ignition. But depending on your industry and needs, there is other solutions as well. Potentially even within InfusionSoft

Specifically? Estimates/Proposals