Experience with our videos and tutorials how easy smallinvoice works! Our invoice software can also be easily used without any accounting skills.
With smallinvoice, invoices can be created online within seconds and without any prior knowledge. In this video we show how you can create an invoice with a few clicks and adapt it to your specific needs. You will also learn how text blocks work and how different payment options such as bank transfer, payment slips, Payrexx and PostFinance can be added. We will also show you how to send invoices by post or email and explain how you can configure dunning cycles.
In this video we show how to customise the dashboard to your needs, change your plan or top up your credit. Furthermore, the Home module also enables you to manage the roles of your users, customise company details, set up your notifications and configure various integrations.
In this video, learn how invoices, offers, order confirmations or delivery notes are created and managed. We also show how the catalogue works and which options are available for data import and export. You will also learn how to use text blocks, free texts and your own custom fields.
In this video we explain how expenses are managed and receipts are scanned with our mobile app in order to prepare them for further processing. You will also learn how to create payment instructions for your e-banking and how the account reconciliation feature helps you to keep track of your expenses.
In this video you will learn how projects are created and how expenses and materials can then be booked and invoiced. We also explain the time tracking feature, how work- and customer-reports are created and what options exist for controlling the target working hours of your employees.
In this video we show how our CRM works. Besides adding and managing contacts, you will also learn how to create reminders (e.g. for birthdays). We also show you how to define customer-specific discounts and what other interesting features this module has to offer.
In this video you will learn, how easy it is to transfer data to your accounting solution via our online accounting module. We explain, how to carry out accounting exports, how your fiduciary is invited and which additional benefits smallinvoice offers for you and your fiduciary.