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TopNotepad Software

Name: TopNotepad Software
Rating: 4.5 (2 reviews)

By Top Notepad

1385 Interested

Highlights : About TopNotepad Software

Invoicing

Payment logging

Data export to PDF & Excel

Automated reminders

Invoice dashboard

Email integration

About TopNotepad Software

TopNotepad is a cloud-based accounting management solution that offers invoicing, expense management, payment management and customer relationship management. Users can create invoices with built-in templates and log payments using client lists. Users can also log expenses using customized categories. The TopNotepad mobile app allows users to upload receipts for expense reports. TopNotepad features a cash book, which records business transactions on a day-to-day basis. The cash book is then used to create balance sheets and P&L reports. The software also features estimates and quotations, which enables users to create estimates and convert them into invoices. With the help of email functionality, users can email invoices directly to clients.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Invoicing

Payment logging

Data export to PDF & Excel

Automated reminders

Invoice dashboard

Email integration

File attachments

Client list

Invoice & payment summary

Expense management

Custom expense categories

Receipt upload

Expense dashboard

Expense assignment

Lead management

Customer relationship management (CRM)

Lead import

Custom lead pipelines

Lead allocation

Profit & loss statement

Balance sheet

Cash book

Estimate & quote creation

Payment gateway integration

Benefits

TopNotepad automatically populates the company logo

TopNotepad automatically populates the company logo, address, and terms & conditions in the relevant fields of invoices, allowing users to create custom invoices with minimal data entry.

Expenses can be logged and assigned

Expenses can be logged and assigned to invoices, grouped into custom categories, and apportioned to different branches.

Lead data can be imported from CSV files

Lead data can be imported from CSV files, and once leads are uploaded into the system users can manually or automatically allocate them between colleagues, set follow-up reminders, and more.

A balance sheet, profit and loss statement

A balance sheet, profit and loss statement, and cash book are built into the system, allowing users to manage their business’ accounting needs.

Quotations and estimates can be created

Quotations and estimates can be created and sent out to clients, and converted into invoices once approved by the client.

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