Statements for Monthly Billing
Invoicing, Scheduling and More
$7.99
17for iPhone, iPad and more
Age Rating
Statements for Monthly Billing Screenshots
About Statements for Monthly Billing
Statements and Invoices for Monthly Billing is a complete monthly statement accounts receivable system for businesses that bill their services monthly. Work orders and payments are posted to the client’s account. Self mailer Statements are emailed or printed monthly. Work orders and payments are posted to the client’s account. Self mailer Statements are emailed or printed monthly.
The only app of this type available for iPhone and iPad devices.
NO MONTHLY FEES! Reasonable One Time purchase price.
Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis.
This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps.
Highlights:
Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.
Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items.
Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rate setup is included. Your logo, detailed terms and conditions and other messages are automatically displayed.
Document Manager
Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs.
Spreadsheet Download
Download your financial info and backup your info in a Spreadsheet format. Backup all of your key data bases to a spreadsheet.
Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.
Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet.
Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues.
International Currency Dates & Dynamic Type (the ability of the app to change font sizes) are all included.
InApp Purchases
Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved.
Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars, set alerts, search history.
Cloud Sync
Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices!
Messages & Reminders
Create Appointment Reminders automatically from your schedule using text or email.
Profits and Reports
Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed.
The only app of this type available for iPhone and iPad devices.
NO MONTHLY FEES! Reasonable One Time purchase price.
Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis.
This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps.
Highlights:
Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.
Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items.
Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rate setup is included. Your logo, detailed terms and conditions and other messages are automatically displayed.
Document Manager
Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs.
Spreadsheet Download
Download your financial info and backup your info in a Spreadsheet format. Backup all of your key data bases to a spreadsheet.
Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.
Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet.
Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues.
International Currency Dates & Dynamic Type (the ability of the app to change font sizes) are all included.
InApp Purchases
Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved.
Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars, set alerts, search history.
Cloud Sync
Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices!
Messages & Reminders
Create Appointment Reminders automatically from your schedule using text or email.
Profits and Reports
Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed.
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What's New in the Latest Version 17
Last updated on Mar 3, 2024
Old Versions
Enhancements to performance and user experience.
Show More
Version History
17
Mar 3, 2024
Enhancements to performance and user experience.
16.2
Apr 5, 2023
Performance enhancements.
16.1
Mar 20, 2023
New User Guides to help initial training process. Enhancements to Cloud Sync and Spreadsheet Export.
16
Feb 9, 2023
Version 16 is now available by monthly or annual subscription plans. After a 14 day Free Trial you can continue with a value priced monthly or annual subscription. Legacy users may continue to use the App and In-Apps that they had previously purchased.
15.3
Aug 21, 2022
Performance & user experience enhancements.
15
Jul 7, 2022
Version 15 Enhancements:
New Mac Version enhancements.
Help Update for text and image sizes. UI Improvement.
Scheduler Update for date format and repeat events
Date Entry views have been simplified and enhanced.
Equipment and Tree Updates (for specific apps) GPS Coordinates.
Reminder Update for entry format.
Expenses Update for Image capture.
Expenses added to Data Export Spreadsheet.
Enhancements to Dark Mode views.
Cloud Sync Admin and Help Updates to simplify install.
New Mac Version enhancements.
Help Update for text and image sizes. UI Improvement.
Scheduler Update for date format and repeat events
Date Entry views have been simplified and enhanced.
Equipment and Tree Updates (for specific apps) GPS Coordinates.
Reminder Update for entry format.
Expenses Update for Image capture.
Expenses added to Data Export Spreadsheet.
Enhancements to Dark Mode views.
Cloud Sync Admin and Help Updates to simplify install.
14.5.2
Jan 17, 2022
Mac Version. Numerous enhancements to usability, performance and stability.
14.1
Aug 27, 2020
New Cloud Sync Technology
The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases.
Sync Data in Cloud AND on the Device
Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.
Sync Devices on Different iCloud/Apple Accounts
Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.
Dropbox and CloudKit Sync Services
Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge.
Privileges
Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.
Dark Mode Support
Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!
The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases.
Sync Data in Cloud AND on the Device
Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.
Sync Devices on Different iCloud/Apple Accounts
Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.
Dropbox and CloudKit Sync Services
Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge.
Privileges
Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.
Dark Mode Support
Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!
14
Aug 21, 2020
New Cloud Sync Technology
The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases.
Sync Data in Cloud AND on the Device
Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.
Sync Devices on Different iCloud/Apple Accounts
Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.
Dropbox and CloudKit Sync Services
Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge.
Privileges
Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.
Dark Mode Support
Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!
The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases.
Sync Data in Cloud AND on the Device
Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.
Sync Devices on Different iCloud/Apple Accounts
Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.
Dropbox and CloudKit Sync Services
Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge.
Privileges
Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.
Dark Mode Support
Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!
13
Feb 17, 2020
Expanded spreadsheet and auto backup capabilities. Enhancements to sales tax setup and processing.
12.3.2
Jun 27, 2019
Update Sales Tax Edit in Client Edit and several additional enhancements.
12.3.1
Apr 5, 2019
Enhancements & updates to More function on iPad, FAQ & Sales Tax Help.
12.3
Mar 28, 2019
Enhancements & improvement. Save receipt image with expenses. Frequently asked questions and more!
12.1
Feb 3, 2019
What’s New in Version 12
Profits and Expenses - InApp Purchase (previously Profits & Reports)
Expenses & Receipts
Management of all of your business expenses and purchases. All business expenses from rent to salaries and all of your material and product
purchases. Payment Method and Expense/Asset type is tracked for all transactions. Two credit cards, two checking accounts and cash are the possible payment types. Supplier info has a Contact Management view to easily keep track of transaction, notes, images and more. Text messages or emails can formatted and sent from documents library.
Accounts
Accounts is part of the Profits & Expenses, General Ledger Accounts for your app. Your app comes with a chart of
general ledger accounts. These may be edited with unique account descriptions. Also, the monthly trend of balances in each account my be viewed or shown in a chart. App prompts at monthly-end to update current and balance forward.
Profits Dashboard
A chart of sales by day is now included in the Profits Dashboard. Depending on device size from 5 to 12 last days with sales are displayed.
Profits and Expenses - InApp Purchase (previously Profits & Reports)
Expenses & Receipts
Management of all of your business expenses and purchases. All business expenses from rent to salaries and all of your material and product
purchases. Payment Method and Expense/Asset type is tracked for all transactions. Two credit cards, two checking accounts and cash are the possible payment types. Supplier info has a Contact Management view to easily keep track of transaction, notes, images and more. Text messages or emails can formatted and sent from documents library.
Accounts
Accounts is part of the Profits & Expenses, General Ledger Accounts for your app. Your app comes with a chart of
general ledger accounts. These may be edited with unique account descriptions. Also, the monthly trend of balances in each account my be viewed or shown in a chart. App prompts at monthly-end to update current and balance forward.
Profits Dashboard
A chart of sales by day is now included in the Profits Dashboard. Depending on device size from 5 to 12 last days with sales are displayed.
11.05.2
Jul 17, 2018
What’s New in Version 11.05 ?
View & Send Documents
New Estimates, Invoices and Cost Reports - Three different client formats at viewing time showing varying levels of detail. Show with or without descriptions. Three new cost reports. Cost overview, labor report and material report. Access Document manger from show view. Also, text message invoices and estimates. Separate Terms & Conditions page for legal verbiage. 15,000 characters with signature blocks.
Doc Images
Multiple images from the camera or photo library can be saved with the project and presented with documents including descriptions. Images may be either printed or saved internally and the images can be easily resequenced.
Expandable Cells for Admin and Item Entry
Slide open cells are used to simplify data entry while offering more options Entry is faster
and easy!
Transaction Entry Enhancements:
Show entry with or without header and footer information. Provides for more space to enter and view transactions. Design Trans View offers the ability to reorganize entry buttons. Discount by fixed amount or percentage. Specify cost markup by transaction. Sequence items by drag and drop, or show in entry order.
Additional Enhancements Highlights:
Text invoices and estimates.
Discount by fixed amount or percentage.
Unique view layouts for the larger 12” iPad devices.
Swipe guides, tutorial movie library.
Scheduler Enhancements:
Services Entry - Many additional features
Service Entry from Service Items - Multiple services may be selected from your services list for each appointment. No limit to the number of service available or added to individual appointments.
Services added and priced automatically at checkout. No need to reenter and price services that are entered with the appointment.
Ending Time Calculation from selected Services based on minutes entered for each item in services list.
Manual Notes in Schedule Entries. In addition to multiple services you can now enter any amount of descriptive text with your appointments. The notes display in the Scheduler day and week view depending on the size of your device.
Calendars/Colors for Primary Service Appointment. Services can be assigned a Calendar so the calendar and corresponding color is automatically shown in the Scheduler letting you see at a glance what type of service is scheduled.
Overlapping Appointment Display - Multiple appointments with overlapping times are displayed in daily and weekly views.
Repeating Appointments - Full support for Weekly, Monthly & Daily repeating appointments. can specify ending date or never. Completing completing appointments does not alter future appointment. Entry is simplified compared to the devices Calendar app.
Calendar Admin & Maintenance in Scheduler - Full ability to add, edit and delete your Calendars within the app. Conflicts between like named local/iCloud Calendars resolved automatically.
Simplified & Improved Navigation - Scheduler, reminders and invoice views more easily accessible from new navigation bar buttons. App starts in Calendar view and remember which view you were last using. The Admin view has a new interface to make it easy to access items you use frequently and hide those rarely used, including the In App Purchases.
Service and Product Enhancements - In addition to the ability to add appointment times and calendars to service times we have added the Copy Item function to
Copy Items - You can copy service, product or supply items to a new item, then make change the Name and other unique info in the copied item.
Sequence Items - The list of services & products may now be viewed in either alphabetical order or a custom order that makes it easier for you to find. An easy to use drag and drop feature is used to sequence.
View & Send Documents
New Estimates, Invoices and Cost Reports - Three different client formats at viewing time showing varying levels of detail. Show with or without descriptions. Three new cost reports. Cost overview, labor report and material report. Access Document manger from show view. Also, text message invoices and estimates. Separate Terms & Conditions page for legal verbiage. 15,000 characters with signature blocks.
Doc Images
Multiple images from the camera or photo library can be saved with the project and presented with documents including descriptions. Images may be either printed or saved internally and the images can be easily resequenced.
Expandable Cells for Admin and Item Entry
Slide open cells are used to simplify data entry while offering more options Entry is faster
and easy!
Transaction Entry Enhancements:
Show entry with or without header and footer information. Provides for more space to enter and view transactions. Design Trans View offers the ability to reorganize entry buttons. Discount by fixed amount or percentage. Specify cost markup by transaction. Sequence items by drag and drop, or show in entry order.
Additional Enhancements Highlights:
Text invoices and estimates.
Discount by fixed amount or percentage.
Unique view layouts for the larger 12” iPad devices.
Swipe guides, tutorial movie library.
Scheduler Enhancements:
Services Entry - Many additional features
Service Entry from Service Items - Multiple services may be selected from your services list for each appointment. No limit to the number of service available or added to individual appointments.
Services added and priced automatically at checkout. No need to reenter and price services that are entered with the appointment.
Ending Time Calculation from selected Services based on minutes entered for each item in services list.
Manual Notes in Schedule Entries. In addition to multiple services you can now enter any amount of descriptive text with your appointments. The notes display in the Scheduler day and week view depending on the size of your device.
Calendars/Colors for Primary Service Appointment. Services can be assigned a Calendar so the calendar and corresponding color is automatically shown in the Scheduler letting you see at a glance what type of service is scheduled.
Overlapping Appointment Display - Multiple appointments with overlapping times are displayed in daily and weekly views.
Repeating Appointments - Full support for Weekly, Monthly & Daily repeating appointments. can specify ending date or never. Completing completing appointments does not alter future appointment. Entry is simplified compared to the devices Calendar app.
Calendar Admin & Maintenance in Scheduler - Full ability to add, edit and delete your Calendars within the app. Conflicts between like named local/iCloud Calendars resolved automatically.
Simplified & Improved Navigation - Scheduler, reminders and invoice views more easily accessible from new navigation bar buttons. App starts in Calendar view and remember which view you were last using. The Admin view has a new interface to make it easy to access items you use frequently and hide those rarely used, including the In App Purchases.
Service and Product Enhancements - In addition to the ability to add appointment times and calendars to service times we have added the Copy Item function to
Copy Items - You can copy service, product or supply items to a new item, then make change the Name and other unique info in the copied item.
Sequence Items - The list of services & products may now be viewed in either alphabetical order or a custom order that makes it easier for you to find. An easy to use drag and drop feature is used to sequence.
10.10.2
Mar 8, 2018
Performance & Stability Improvements.
10.10
Nov 26, 2017
iPhone X and iOS 11 Support.
Enhancements & Improvements
Enhancements & Improvements
10.2.1
Mar 14, 2017
Just a few more goodies!
10.2
Mar 10, 2017
Appointment Scheduler
Scheduler is a new InApp purchase where you maintain all of your services appointments. Although the underlying function and look is similar to the Calendar App there is a great deal of additional functionality offered with Schedule. In addition the operation has been streamline to make entry faster and easier. The monthly view on the iPhone shows how many appointment are scheduled each day at a glance.
Calendar Interface - The Scheduler uses the standard Calendar app to store your appointments so you will immediately see all of the events in your devices Calendar.
Services - Up to five general service descriptions my be maintained with the schedule so that you can easily indicate the main service that you are planning.
Next Action - These hot buttons provide a quick way to access client information and update the status of your visits, For example: Complete Visit displays the view where the service and products are entered as well as the your payment methods. Contact Management view. Confirm Appointments where a message with the details of the recently added appointment is sent.
Job Locations and Phases - New functionality for service providers that Bill a parent account for multiple job/work locations or job Phases. Either may be linked to a single account. They print separately on invoices and estimates and also display in client lookup and contact history display.
Document Manager Enhancements - New Invoice/Estimate format for job/locations phase address printing. Formatted to fit in common window envelopes. Multiple font support. Color picker for unique themes. Rectangular 2:1 logo format available. New header section for Work description, staff and PO.
Auto Service Enhancements - Addition of Bi-Weekly and Monthly frequencies. New scheduling process that shows the next service call on home page and updates as orders are created. Alert for services to be released today. Drag and drop re-order function to assign and update stops.
Messages and Reminders Overview
Reminders are included with the Messages & Reminders In-App Purchase. Reminders are used to automate the process of sending messages to clients and reminding you when to you need to follow-up on various business situations.
Client Connect In-App Users - If you had purchased Client Connect In-App the Messages & Reminders In App is activated for your use at no extra charge.
Reminder Options - Each reminder has multiple options that are used to indicate the date and type of reminder, in addition the delivery method, message for text or emails and Notes may be added.
Create Appointment Reminders
Reminders can automatically create reminders for the next days appointments.
Image Storage By Client - You can now store an unlimited number of images for each client, from the photo library to from the camera. Images are a new option in the Contact View.
Context Help & Guides Help Help information is now displayed by the context you are in when you press the Help tab bar Icon. In other words it shows the help for a page in the app that you're on. The complete contents is available from the upper right bar button.
Profits & Reports - PDF formats for all reports are available as to view to the screen, attach to emalils or print directly to Airprint compatible printers attached to your network. This is an new In-App enhancements that may have been available in the last of version of your app, but is New for other apps. The reports have subtotals and total sections for the time period specified in the Profits view Range. There is also the ability to change the color of the reports.
Help Movies - Many tab and entry views and movies focussed on specific topics, just tab the green film icon at the top of these views.
Navigation Enhancements - Entry of appointment, invoice, estimate, reminder and other transactions has been streamlined by simply going to the client view when new transactions are entered.
Scheduler is a new InApp purchase where you maintain all of your services appointments. Although the underlying function and look is similar to the Calendar App there is a great deal of additional functionality offered with Schedule. In addition the operation has been streamline to make entry faster and easier. The monthly view on the iPhone shows how many appointment are scheduled each day at a glance.
Calendar Interface - The Scheduler uses the standard Calendar app to store your appointments so you will immediately see all of the events in your devices Calendar.
Services - Up to five general service descriptions my be maintained with the schedule so that you can easily indicate the main service that you are planning.
Next Action - These hot buttons provide a quick way to access client information and update the status of your visits, For example: Complete Visit displays the view where the service and products are entered as well as the your payment methods. Contact Management view. Confirm Appointments where a message with the details of the recently added appointment is sent.
Job Locations and Phases - New functionality for service providers that Bill a parent account for multiple job/work locations or job Phases. Either may be linked to a single account. They print separately on invoices and estimates and also display in client lookup and contact history display.
Document Manager Enhancements - New Invoice/Estimate format for job/locations phase address printing. Formatted to fit in common window envelopes. Multiple font support. Color picker for unique themes. Rectangular 2:1 logo format available. New header section for Work description, staff and PO.
Auto Service Enhancements - Addition of Bi-Weekly and Monthly frequencies. New scheduling process that shows the next service call on home page and updates as orders are created. Alert for services to be released today. Drag and drop re-order function to assign and update stops.
Messages and Reminders Overview
Reminders are included with the Messages & Reminders In-App Purchase. Reminders are used to automate the process of sending messages to clients and reminding you when to you need to follow-up on various business situations.
Client Connect In-App Users - If you had purchased Client Connect In-App the Messages & Reminders In App is activated for your use at no extra charge.
Reminder Options - Each reminder has multiple options that are used to indicate the date and type of reminder, in addition the delivery method, message for text or emails and Notes may be added.
Create Appointment Reminders
Reminders can automatically create reminders for the next days appointments.
Image Storage By Client - You can now store an unlimited number of images for each client, from the photo library to from the camera. Images are a new option in the Contact View.
Context Help & Guides Help Help information is now displayed by the context you are in when you press the Help tab bar Icon. In other words it shows the help for a page in the app that you're on. The complete contents is available from the upper right bar button.
Profits & Reports - PDF formats for all reports are available as to view to the screen, attach to emalils or print directly to Airprint compatible printers attached to your network. This is an new In-App enhancements that may have been available in the last of version of your app, but is New for other apps. The reports have subtotals and total sections for the time period specified in the Profits view Range. There is also the ability to change the color of the reports.
Help Movies - Many tab and entry views and movies focussed on specific topics, just tab the green film icon at the top of these views.
Navigation Enhancements - Entry of appointment, invoice, estimate, reminder and other transactions has been streamlined by simply going to the client view when new transactions are entered.
9.5.3
Jun 28, 2016
Cloud 9 Enhancements
With the new Cloud Sync, Profits & Finance and Supply Chain InApps and countless Enhancements the app has evolved into a complete business management system.
Product and Service Cost - Both fixed or percentage costs can be maintained for services, labor, products & parts . Costs are used to calculate gross profit for each invoice and display Gross Profit and Percentage in both entry view and the new Profits Dashboard (previously Metrics).
On Hand Quantities - Now for both products, parts and supplies. Add receipts, track supplies and view detailed or summary supply sales, receipts and inventory reports.
Supplies & Expenses - Ability to maintain cost, usage and other information for supplies and expenses. Maintain Supplier and On Hand quantities. Supply and expense costs are factored in to new Profits Trans reports to calculate gross and next profits.
Supplier Admin - New ability to add both suppliers of parts and products for resale as well as suppliers of general business and overhead expenses. Suppliers may be imported from contacts or entered directly into the app.
Gross Profit Calculation - Gross Profit for both services & products. All product receipts and expenses are tracked to provide a full profit statement, plus margin analysis! Daily Trends display costs and margins by day, Profits Trans analyzes each sales transaction or estimate so you can view your GP & % at a glance. The new Dashboard provides a daily new profit picture using a prorated monthly expense budget (In App required). Entry view displays profit and percentage as your transaction is entered
Daily Trends - Show cost, gross profit and margin percentages.
Client & Staff and other reports upgraded with summary sections showing dollar totals and quantities.
Contact Import - Using Apple’s new CN Contact technology for more reliable contact access and importing.
Spreadsheet Export - Double the number of field for both header and line transactions including all cost and expense info, staff name, status and more. New capability to backup all of your key data bases to a spreadsheet.
Tip or Discount field selectable in Company Settings. App can use either tip or discount.
App Design - Choose title names for services, parts & supplies fields. Pick background color theme.
Cloud Sync: New InApp - Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! A staff member may be assigned to device and all business transaction may be tracked by staff member. Sync admin shows view of all devices and the staff assignments.
Profits and Reports: New InApp - Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes Profit Admin which provides lets you set default percentage costs for products and services. Net Profit Calc: add a monthly fixed overhead that is prorated so a daily Net Profit can be viewed. PDF/Printer Reports Includes ALL formatted views that can be directly printed with AirPrint compatible printers or attached to emails. Report subtotals and report totals are shown and a theme designer is included.
Monthly Statements: New InApp -
For businesses, such as Lawncare, this is a complete monthly statement accounting system for businesses that bill for their services monthly. Work orders and payments are posted to the client’s account. Self mailer Statements, with payment coupons, are emailed or printed monthly. Includes past due analysis and reminders, comprehensive report and much more. Client List uses swappable cells to alternately show account detail or make a payment. Statement process ensures integrity of your statement information. Conversion program for existing App clients get’s you off to a fast start!
With the new Cloud Sync, Profits & Finance and Supply Chain InApps and countless Enhancements the app has evolved into a complete business management system.
Product and Service Cost - Both fixed or percentage costs can be maintained for services, labor, products & parts . Costs are used to calculate gross profit for each invoice and display Gross Profit and Percentage in both entry view and the new Profits Dashboard (previously Metrics).
On Hand Quantities - Now for both products, parts and supplies. Add receipts, track supplies and view detailed or summary supply sales, receipts and inventory reports.
Supplies & Expenses - Ability to maintain cost, usage and other information for supplies and expenses. Maintain Supplier and On Hand quantities. Supply and expense costs are factored in to new Profits Trans reports to calculate gross and next profits.
Supplier Admin - New ability to add both suppliers of parts and products for resale as well as suppliers of general business and overhead expenses. Suppliers may be imported from contacts or entered directly into the app.
Gross Profit Calculation - Gross Profit for both services & products. All product receipts and expenses are tracked to provide a full profit statement, plus margin analysis! Daily Trends display costs and margins by day, Profits Trans analyzes each sales transaction or estimate so you can view your GP & % at a glance. The new Dashboard provides a daily new profit picture using a prorated monthly expense budget (In App required). Entry view displays profit and percentage as your transaction is entered
Daily Trends - Show cost, gross profit and margin percentages.
Client & Staff and other reports upgraded with summary sections showing dollar totals and quantities.
Contact Import - Using Apple’s new CN Contact technology for more reliable contact access and importing.
Spreadsheet Export - Double the number of field for both header and line transactions including all cost and expense info, staff name, status and more. New capability to backup all of your key data bases to a spreadsheet.
Tip or Discount field selectable in Company Settings. App can use either tip or discount.
App Design - Choose title names for services, parts & supplies fields. Pick background color theme.
Cloud Sync: New InApp - Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! A staff member may be assigned to device and all business transaction may be tracked by staff member. Sync admin shows view of all devices and the staff assignments.
Profits and Reports: New InApp - Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes Profit Admin which provides lets you set default percentage costs for products and services. Net Profit Calc: add a monthly fixed overhead that is prorated so a daily Net Profit can be viewed. PDF/Printer Reports Includes ALL formatted views that can be directly printed with AirPrint compatible printers or attached to emails. Report subtotals and report totals are shown and a theme designer is included.
Monthly Statements: New InApp -
For businesses, such as Lawncare, this is a complete monthly statement accounting system for businesses that bill for their services monthly. Work orders and payments are posted to the client’s account. Self mailer Statements, with payment coupons, are emailed or printed monthly. Includes past due analysis and reminders, comprehensive report and much more. Client List uses swappable cells to alternately show account detail or make a payment. Statement process ensures integrity of your statement information. Conversion program for existing App clients get’s you off to a fast start!
9.01
Sep 21, 2015
Enhancements
9
Sep 3, 2015
New In-App Purchases
Document Manager
Document Design & Delivery - Change document field names on invoice and estimate documents, change formats easily with unique design for invoices and estimates. Use your local language and terms. Document Delivery - Print Documents in Batches and Queue emails to be sent, automatically record delivery date.
Client Connect
Connect with your clients with both email and text messages saved in your library. Design and save the message that include client info and your company info with unique subject, salutations, closing and text bodies. For example: service reminders, thank you notes and business promotions. Automatically record send messages with other client notes.
Auto Service
Repetitive Services entry and automatic weekly release for Lawncare, maintenance and other service providers - Track Crews, Staff & Stops. End days of week, start and ending dates, crew and stop. Track number and amount of services. Auto Create generates service orders for any day of the week. Also a hold/suspend option.
Spreadsheet Download
Download your financial info In a Spreadsheet format. Select a range of dates and download both summary and detail invoice transactions. Attached to an email, these CSV’s (comma separated values) can then be viewed with a spreadsheet program on your desktop.
Enhanced Client Info - First & Last, Company
Section Headings, A,B,C…
Taxes on Labor & Services
Starting Invoice/Estimate Number Edit
Calendar Days Shown Edit
Transaction Date Edit
Invoice/Estimate Header Info New Field
Work Address or Desc on Document
Customize Invoice & Estimate Email Msg
Refreshed Visual Elements
Document Manager
Document Design & Delivery - Change document field names on invoice and estimate documents, change formats easily with unique design for invoices and estimates. Use your local language and terms. Document Delivery - Print Documents in Batches and Queue emails to be sent, automatically record delivery date.
Client Connect
Connect with your clients with both email and text messages saved in your library. Design and save the message that include client info and your company info with unique subject, salutations, closing and text bodies. For example: service reminders, thank you notes and business promotions. Automatically record send messages with other client notes.
Auto Service
Repetitive Services entry and automatic weekly release for Lawncare, maintenance and other service providers - Track Crews, Staff & Stops. End days of week, start and ending dates, crew and stop. Track number and amount of services. Auto Create generates service orders for any day of the week. Also a hold/suspend option.
Spreadsheet Download
Download your financial info In a Spreadsheet format. Select a range of dates and download both summary and detail invoice transactions. Attached to an email, these CSV’s (comma separated values) can then be viewed with a spreadsheet program on your desktop.
Enhanced Client Info - First & Last, Company
Section Headings, A,B,C…
Taxes on Labor & Services
Starting Invoice/Estimate Number Edit
Calendar Days Shown Edit
Transaction Date Edit
Invoice/Estimate Header Info New Field
Work Address or Desc on Document
Customize Invoice & Estimate Email Msg
Refreshed Visual Elements
8.2
Feb 19, 2015
Version 8.2 Highlights
We Hope all of the new enhancements and features will improve your operation, save you time & make you money!
New Functions:
Estimate Processing: Draft, Emailed and Accepted Status.
Signature Capture for Estimates and Work Orders.
Contact management: Add notes and comments.
Phone, email, text, map directly from App.
Multiple Line Descriptions for Service & Product Items
Units of Measure and Rates for Items: EA, SQ FT, HR etc.
Add Logos to Invoices and Estimates.
Sales taxes: multiple rate support.
Entry Enhancements:
Invoice Status: Open, Partial, Emailed, Paid.
Create Jobs automatically from Calendar.
New clients Added without entering into Contacts.
Terms & conditions for Estimate & Invoice.
New items Added on-the-fly from entry view.
Add images from camera or album to transaction.
Copy invoice and copy estimates.
Financial Additions:
Multiple and Split Payment Processing.
Open AR Reports and Inquiries.
Download Data for Spreadsheets.
Reports and Inquiries with Day and Month Section Headings.
Metrics Summary View by Day, Week, Month, etc.
New Reports: By Client, Daily Detail, Monthly Summary.
Trend Reports for Daily Time Periods.
General:
Portrait support for iPad - iPhone 6 & 6P Landscape.
Improved navigation and use of Action Sheets.
Dynamic Type - Font Size adjustment from Settings.
International Currency Support
Extensive Help and Documentation with screen shots.
We Hope all of the new enhancements and features will improve your operation, save you time & make you money!
New Functions:
Estimate Processing: Draft, Emailed and Accepted Status.
Signature Capture for Estimates and Work Orders.
Contact management: Add notes and comments.
Phone, email, text, map directly from App.
Multiple Line Descriptions for Service & Product Items
Units of Measure and Rates for Items: EA, SQ FT, HR etc.
Add Logos to Invoices and Estimates.
Sales taxes: multiple rate support.
Entry Enhancements:
Invoice Status: Open, Partial, Emailed, Paid.
Create Jobs automatically from Calendar.
New clients Added without entering into Contacts.
Terms & conditions for Estimate & Invoice.
New items Added on-the-fly from entry view.
Add images from camera or album to transaction.
Copy invoice and copy estimates.
Financial Additions:
Multiple and Split Payment Processing.
Open AR Reports and Inquiries.
Download Data for Spreadsheets.
Reports and Inquiries with Day and Month Section Headings.
Metrics Summary View by Day, Week, Month, etc.
New Reports: By Client, Daily Detail, Monthly Summary.
Trend Reports for Daily Time Periods.
General:
Portrait support for iPad - iPhone 6 & 6P Landscape.
Improved navigation and use of Action Sheets.
Dynamic Type - Font Size adjustment from Settings.
International Currency Support
Extensive Help and Documentation with screen shots.
8.0
Oct 5, 2014
Optimized for IOS 8.
7.2.1
Jul 7, 2014
Additional Invoice Formats and many enhancements!
Statements for Monthly Billing FAQ
Click here to learn how to download Statements for Monthly Billing in restricted country or region.
Check the following list to see the minimum requirements of Statements for Monthly Billing.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
Mac
Requires macOS 10.15 or later.
iPod touch
Requires iOS 13.0 or later.
Statements for Monthly Billing supports English
Statements for Monthly Billing contains in-app purchases. Please check the pricing plan as below:
All Productivity In-Apps
$9.99
Cloud Sync Secure Data Sharing
$6.99
Profits Expenses & PDF Reports
$6.99
Estimates Bids & Quotes
$4.99
Messages & Reminders
$4.99
Scheduler
$4.99
Mac User Full License
$19.99
