Quickly view, export, or send ready-made reports. Share account statements with clients to get paid faster or view insights into each client’s spending so you can make informed business decisions.
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Whether you’re a marketer, designer or developer - we have your back. With a simple interface and flexible APIs that work with any browser or platform, Felix is built for everyone to use.
Easily pull clients’ key details, like past invoices and payments and their current outstanding balance. Export them as CSVs or send them directly to the client with the click of a button, so you can get paid faster.
Instantly view, filter, or export reports on client data, like revenue per client or invoices per client. Keep a pulse on where you stand with each customer, so you can plan for the future of your business.
Simplify invoicing, save time, and stay organized with an Invoicequick account. Set it up in seconds and start collecting payments on autopilot.
No credit card required
Stripe; since and recurring setup
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As soon as you make an update on an invoice or estimate, the customer view will change immediately. This includes any change you make on the invoice or estimate.
Absolutely, you’ll know if a customer sees an invoice, downloads it, approves or declines estimates, and much more. Check out how to manage your invoice notifications.
Yes! Your customers are able to see all of their invoicing, estimates, and payment history here.
Yes, you can send a link to their client portal without having to send an invoice.