1-855-514-2433Info@infoflopay.com

InfoFlo Pay Features

Simple Invoice & Estimate Creation, Built-In Payment Processing & Tracking. The Easiest and  Most Convenient Invoice Software For Your Small Business. Save Time For Real Work, Not Your Paperwork.
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    Estimates

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    Invoices

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    Payments

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    Client Portal

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    CRM

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    Forms

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    Reports

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    Expenses

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    Mobile

Start your free 60-day trial today. Send your first estimate within 5 minutes of signing up!
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    Built-in CRM

    Never lose customer information or create complicated spreadsheets again. With InfoFlo Pay built-in CRM, all your clients remain stored in an organized system. Fully searchable with drill-down capability to the deepest part of your customers. InfoFlo Pay built-in CRM is simple, intuitive and requires no training. See linked Estimates, Invoices, Statements, & Forms

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    Estimates

    InfoFlo Pay allows you to create new estimates quickly. Customers can be selected from an auto-fill drop-down list or new contacts can be created. Similarly, line items can selected from an auto-fill drop down list or new ones can be created, all from the same screen. It doesn’t get any easier! View all of your estimates from a single place. InfoFlo Pay allows you to search and sort by estimate #, created date, expiry date, name, company name and total as well as filter the view by a From and To date. Moreover, you can filter your view by status, such as viewing only viewing “Overdue” estimates.

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    Invoices

    If you have already converted an estimate, then your invoice is ready for payment! If required, you can edit your line items and add new product and services. InfoFlo Pay allows you to create new invoices with just a few clicks! Customers can be selected from an auto-fill drop-down list or created on the spot. Then simply add your products and services from an auto-fill drop down list and even create new product and services, all from the screen. It doesn’t get any easier!

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    Payments

    With InfoFlo Pay’s integrated payment processing, you can accept payments in different ways: Take credit card payment information both from browser and app versions of InfoFlo Pay: Have the customer pay themselves through the customer portal and be instantly notified when a payment is submitted. Use Existing Credit Card: Simply select on “Use existing payment profile” and a drop list of saved credit cards will appear like this: xxx xxx xxx 2050 Take payments anytime and anywhere! Even process Subscriptions & Installments

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    Reports

     Reports make it easy to know exactly how your business is performing. With our straightforward reports, your success will never be a puzzle. They’re detailed enough that your accountant will love you. PL, AR & Oustanding Invoicing Reports Available.

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    Expenses

    A built-in powerful and simple expense tracker makes tracking business expenses ridiculously easy. You’ll know at a glance what you’re spending and how profitable you are, without the need for spreadsheets or boxes of receipts. View, create, & convert with one simple click.

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    Digital Forms With E-Signature

    With InfoFlo Pay you can create digital contracts, warranties, registration forms and any other type of forms. Include a digital signature with a simple drag and drop. Create web forms, such as Contact Us and Request a Quote forms and easily embed them into your site. You can design the form to have the same look and feel as your current online form.  Receive email notifications when a form is filled out. Additionally, you can setup custom recipients so that a department or specific user receives an email when an established condition is met. No coding skills required!

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    Mobile APP

    Keep your finger on the pulse of your business wherever you are. With the InfoFlo Pay mobile app, you will easily stay connected with your clients and be able to take care of your accounting anywhere.

Incredible Integrations:

A Complete Two-way sync with QuickBooks. Offer an online portal to your customers.

Automatically add subscribers to your email lists when a form is submitted.

All new file uploads will be automatically copied to your Google Drive account.

See why over 10,000 subscribers love InfoFlo Pay

Are You Still Not Convinced:

Estimates, Invoices, Payment Processing, Client Portal, CRM, Purchase Orders, Project Management,
Time Tracking, Emails, Notifications, Mobile, Online Forms & Web-To-Lead Forms.


Why Shouldn’t You Get Paid Faster?

With Every Plan You Get:

  • Unlimited Estimates and Invoices
  • Unlimited Clients in Client Portal
  • Client Management
  • Customer Statements
  • Manage Expenses
  • Free PDF Setup
  • Mobile Friendly
  • Multi-Currency
  • SSL Encryption

Affordable & Unlimited Invoice Management.

Starting At $7/Month.