Invoice2Go Review – Forbes Advisor – Forbes Advisor

Software engineers designed Invoice2go as a way for small business owners who didn’t need a full accounting package to quickly send invoices. It was first created as a mobile app only. While the company has grown to add a desktop version, the mobile app is one of the company’s biggest perks for business owners on the go, hence the name.

Its website says 225,000 small businesses in over 160 countries have used Invoice2go. The invoicing tool works best for micro businesses, sole proprietors, and freelancers who have a low volume of monthly invoices and are just looking for an easy-to-use invoicing service.

Billing: Users can choose from a selection of pre-made invoice templates or customize their own invoice by simply dragging and dropping their company logo, choosing brand colors and changing fonts. Expenses, photos, comments and payment details can all be added to the invoice. In addition to email, users can send invoices via Facebook Messenger, WhatsApp and SMS.

Instant estimates: One of Invoice2go’s most unique features is the ability to create estimates for a potential job. Potential customers can approve or comment on quotes online. Business owners can also request installments or deposits for any ongoing project.

Time tracking: Invoice2go has an in-app time tracker, which makes it easy to record billable hours and export them directly to the invoice.

Accept Payments: Each invoice includes a “Pay Now” button giving customers the option to pay immediately. Customers have the option of paying online using PayPal, credit cards or debit cards. Business owners know exactly when customers are paying the bill, eliminating confusion. Automatic payment reminders can also be programmed to eliminate the pursuit of unpaid invoices.

Reports: Invoice2go provides various reports such as tax year sales, annual sales by customer, and sales reports that give insight into the success of a business.

Customer Portal: Customers can log into their own portal where they can view and pay their invoices. Business owners can also use the portal to store relevant customer information.

Customer management: Business owners can add, edit, and track customers and leads right from their dashboard. They can also automate communications with customers and prospects.

Instant Website: Business owners can create their own website using Invoice2go’s instant website feature. Users can choose from simple templates with pre-loaded sections, such as an About page, photo gallery, submission contact form, customer reviews, etc., or create a more personalized and detailed website.

Packages available

Invoice2go has three plans. Users who choose to pay annually will save money. Each plan comes with a 30-day free trial as well as a full money-back guarantee for up to 30 days.

  • Startup plan: Starting at $5.99 per month, this plan only includes two bills per month. Users can personalize invoices, accept online payments, create invoice reminders, use the instant website feature, and have access to chat support and free bank transfers. The credit card processing fee on the Starter plan is 3.5%.
  • Professional package: Starting at $9.99 per month, this plan includes up to five bills per month, 3% lower credit card processing fees, QuickBooks integration, and advanced marketing reports.
  • Premium Package: Starting at $39.99 per month, this plan includes unlimited bills, 2.9% lower credit card processing fees, recurring bills, phone support, and custom domain functionality coming soon.

About Yvonne Lozier

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