DotNetInvoice Detailed Feature List

Invoicing

  • One-step invoice creation. Easily generate and submit email invoices to your customers. Access "stored" invoice items to quickly add common items to invoices.
  • Accept payments online. Offer your customers a way to pay their bills and invoices online. Process real-time payments through Authorize Net, PayPal and Paypal Website Payments Pro.
  • Save an invoice without sending it to the client, or send it via email with one-click
  • View, save and print invoices as PDFs
  • Attach PDF invoices to emails
  • Invoices include client, number, creation date, due date, status, whether it's been sent to the client, invoice items, client-viewable comments, sub-total, tax amount, total, and amount due
  • Invoices include client-viewable comments
  • Invoices include "sent to client" indicator
  • Invoice items allow decimal and negative quantities
  • Invoice items allow decimal and negative unit prices
  • Create standardized stored invoice items for use on multiple invoices
  • Add invoice level discounts by percentage or dollar amount
  • "Charge now" button enables admin to charge a card on file from the invoice creation page
  • Print invoices in bulk based on your search criteria
  • Mark any invoice item as taxable
  • Graphically re-order invoice items
  • Manually set the invoice creation and due dates
  • View all pending invoices with one click

Recurring Invoicing & Billing

  • Recurring invoicing. Create invoices that will be generated automatically. Set the number of days, months, or years in the cycle and DotNetInvoice will generate the invoice and notify your customer by email.
  • Recurring billing (billing means no invoice is sent; charges happen automatically). Don't pay Authorize.NET $10/month for recurring billing; use DotNetInvoice to setup invoices that are charged automatically every month.
  • User-friendly and extremely customizable user interface for creating recurring invoices
  • Recurring invoices are extremely flexible. For example, they can have a different payment duration than the original invoice, can have individual comments or a comment that's copied to each invoice generated, a checkbox to automatically charge each invoice to a card on file, and more...
  • Generate the next invoice in a series with one click
  • View all invoices from a recurring "master" invoice on the invoice page
  • Monthly and Yearly Recurrences. Generate invoices automatically in every conceivable timeframe (days, months, years)
  • Credit and overdue payments on recurring invoices roll-over to the next recurring invoice
  • Specify the end date for a recurring invoice
  • Can be activated using a Windows Service (included), or via an external service (notify us after purchase and we will configure)

Automated Email Reminders

  • Automated email reminders. Set up reminders for past due invoices. Select the number of days late and enter your own email subject and message.
  • Send an automated email reminder to a customer after an invoice is paid by cash or check.
  • Negative delays allowed for invoice reminders (e.g. 3 days before an invoice is due, a reminder can be sent)
  • Track when email reminders were sent for each invoice
  • Easily edit email subjects and templates using our WYSIWYG editor
  • Use custom data tags in emails that will populate with customer's first name, last name, email, content from an invoice, etc...
  • Select to send plain text or HTML emails

Clients

  • Client fields include name, company, phone, email, alternate email, password, mailing address, account number and notes
  • Clients login to their own web-based portal where they can view, print and pay their invoices, view their invoice and payment history, and manage their client information and credit cards
  • Client passwords are encrypted in the database
  • Enable or disable (i.e. delete or undelete) any client
  • Search for clients by name, company, email, client status (active, disabled, deleted), client ID, account number, address, or credit card number
  • View all invoices for a particular client
  • Add, edit, enable and disable a client's saved credit cards
  • Ability to send a one-click welcome email to clients

Payments

  • Payments can be applied to one or more invoices and include a payment type, amount, status and notes.
  • Multiple payment options: cash, check, PayPal, credit card, and 2Checkout are supported out of the box. Add, edit and delete them through the web interface.
  • Supports six credit card gateways: PayPal Website Payments Pro, Authorize.NET, PayFlow, St. George, AccessPoint and BluePay. Sample code is also available for LinkPoint.
  • Search payments by payment ID, client, date range, status, payment type, company, account number or note
  • Easily create new payments via the web admin console
  • Configurable credit card service charge
  • Accept partial payments - Now your clients can make partial payments - this is great if they don't have the funds to pay in full. This feature can be turned on or off in the configuration area.
  • Credit card types (Visa, MasterCard, etc...) are fully editable through the web interface
  • A client's payment information is populated with their client information the first time they make a payment
  • Clients can designate a primary credit card
  • Easy viewing of failed transactions including paging and filtering
  • Card types – add, edit and enable/disable card types (Visa, MC, etc...)
  • Payment types – add, edit and enable/disable payment types (cash, credit card, check, etc...)

Taxes

  • Fully supports VAT, GST, Canadian and other worldwide tax structures
  • Fully configurable tax setup with multiple tiers and configurable amounts - it supports tax structures for literally thousands of countries, states, and provinces

For Developers

  • Fully managed code
  • All data access through stored procedures
  • CSS in a single CSS file
  • Host on your own server, VPS, or shared hosting account
  • Use native, object-oriented .NET code to create, read, update and delete data including invoices, recurring invoices, clients, and payments
  • Source code included. When you buy DotNetInvoice, you receive the source code. Our programming structure is amazingly simple so you can modify this invoicing software with ease.
  • Always available in both VB.NET and C#
  • Fully Tested on the Latest Microsoft Platforms
  • Single Sign-on with Existing ASP.NET Applications. DotNetInvoice uses standard ASP.NET Membership and Roles tables, so single sign-on with existing ASP.NET web applications is a snap. DotNetInvoice supports multiple administrators and two security roles.
  • Source code includes copious comments, function headers, uses enumerations instead of "magic numbers," and configurable strings are stored in Web.config
  • Data model has full referential integrity
  • Runs in medium trust

QuickBooks

  • Effortlessly synchronize your QuickBooks customers, invoices, payments and products using our QuickBooks Sync add-on.

Configuration

  • Add, edit, and delete administrators using the web-based admin area
  • Hundreds of settings all configurable via the web-based admin area, including:
  • General
    • Force SSL encryption
    • Application URL
    • Country (for globalization purposes)
    • Force client's to have unique emails
    • Use client email as username
    • Custom invoice header and footer (WYSIWYG editor)
  • Payment Processing
    • Payment gateway in test mode
    • PayPal email
    • Allow partial payments
    • Default to recurring automatic billing
    • Carry balances forward for recurring invoices
    • Late % fee on carried forward balances
    • Credit card service charge (%)
    • Maximum charge attempts
    • 2Checkout vendor number
  • Email Addresses
    • Invoices from
    • Company name
    • Invoices subject line
    • Reminders from
    • Support email
    • Payment notification email
  • Servers
    • SMTP Server
    • SMTP Login Name
    • SMTP Password
    • SMTP Port
    • Use SSL
  • Tax Setup
    • Tax 1 display
    • Tax 1 rate
    • Apply tax 2 (true/false)
    • Tax 2 display
    • Tax 2 rate
  • Payment Processors – select and configure your payment processor
  • Card types – add, edit and enable/disable card types (Visa, MC, etc...)
  • Payment types – add, edit and enable/disable payment types (cash, credit card, check, etc...)
  • Emails – Easily edit all emails sent from the system using our WYSIWYG editor, including invoice alerts, forgot password, payment received, payment failed, and client welcome
  • Supports two administration roles: admin and clerk

Other

  • Easily import clients, invoices and recurring invoices
  • Globalization: Supports Currencies for Nine Countries. Choose your country and DotNetInvoice instantly displays dates and currencies according to your local culture. Out of the box, DotNetInvoice supports the following countries and currencies: Australia (AUD), Canada (CAD), China (CNY), Great Britain (GBP), India (INR), Ireland (EUR), Japan (JPY), New Zealand (NZD), USA (USD). Currencies can be easily added by any .NET developer.
  • Dashboard. Take a glimpse at your administrator dashboard and you'll easily see any past due invoices, your totals for the day, week, month, and year, and more.
  • Graphical Reports. payment, invoice and detailed invoice reports include pie charts and multiple filtering criteria
  • Forgot Password. supported for clients and administrators
  • Optimized search code allows for easy searching through thousands of clients, invoices, or payments



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