Everything SettloX does
Quotations and invoices at the front, chasing and reporting behind them. Every line below is something the app does today.
Getting paid
Quotations
Build one in a minute and email it. The customer accepts online, and an accepted quotation becomes an invoice with one click. Call them quotations or estimates, whichever your customers expect.
All plans
Invoices
Line items, tax inclusive or exclusive, percentage or fixed discounts, your logo and accent colour, thirteen currencies, and a Pay Now link to your own payment page.
All plans
Automatic reminders
Three days before the due date, again on the day, then at 7, 14 and 21 days late. It stops the moment the invoice is paid.
X Plus and X Pro
Late fees
A percentage, a flat amount, or both, added once after a grace period you choose.
X Plus and X Pro
Part payments and credit notes
Take a deposit, record payments as they arrive, watch the balance fall. Credit notes correct a bill without deleting it.
All plans
Customer statements
One printable page listing everything a customer has been billed and what is still outstanding.
All plans
What your customer opens
Every invoice gets its own page as well as an email, so nothing depends on an attachment surviving the trip. You can see when they opened it, and a Pay Now button can take them straight to your payment page.
Running the business
Recurring invoices
Retainers and monthly work bill themselves on the schedule you set, until an end date or a number of runs you decide.
X Pro
Products and services
Save the things you sell once, then pick them from a line item instead of retyping.
X Plus and X Pro
Expenses
Log what you spend, by category, so the money going out sits beside the money coming in.
X Plus and X Pro
Bills you owe
The other side of an invoice. Track what suppliers have billed you, what is due, and what is still unpaid.
X Plus and X Pro
Knowing where you stand
Who owes me
Everything unpaid, grouped by how late it is: not yet due, 1 to 30 days, 31 to 60, 61 to 90, and 90 plus.
Cash flow forecast
What is expected in each month from invoices already sent, against what has actually landed.
Top customers
Who bills the most, what they have paid, and what they still owe.
Opened or not
Each invoice records when the customer first opened it, so you know it arrived before you chase.
And the smaller things
Thirteen currencies with live exchange rates. A hand rewording a rushed line item. Importing an invoice from a PDF. Asking happy customers for a Google review after they pay, while unhappy ones reach you privately. Sending from your own email domain. And all of it on a phone, because that is where half of it gets done.