Every household, landlord, business, and main contractor you work for in one list, with the details you need to ring them, to bill them, and to see where you stand. The list ranks itself by what each client is worth and what they owe, and every client carries their full invoice history, including how long they take to pay.
30 days of everything, free. No card needed.
Client
Ridgeway Lettings
Save a name, the email invoices go to, a phone number, and the billing address. Add a client as you go, or the first time you invoice them.
Search your client list by name, email, phone, or address, so the right client is one keystroke away however long the list gets.
Their billing address flows straight onto every invoice, quote, and credit note. Save it once, use it forever.
Open a client to see their whole history on screen: total billed, outstanding, overdue, and their average time to pay. The same history downloads as a statement.
You don’t need a CRM to run a small firm. You need to find the landlord whose boiler you serviced last month and get an invoice out to the right address. Sendinvo keeps that part short, and ties every client to the money they still owe you.
Each client holds a name, email, phone, and billing address. Add, edit, or remove a client whenever you like. It’s the address book and the billing list in one. Add the people you deal with there too, such as an accounts inbox or a site manager, and choose who gets invoices and quotes: they all receive them in one email. Save the places you work for them as sites, such as “Flat 3”, so a letting agent with twenty properties is still one client, and the site prints under their address on the invoice.
Save the client’s billing address once and it appears on their invoices, quotes, and credit notes exactly as entered. When they move, change it in one place and future documents follow. A client whose accounts team needs their purchase order number can be marked as needing a reference on every invoice, and Sendinvo won’t send one without it.
The client list ranks itself by value: total billed, outstanding, and overdue sit beside every name, biggest first. The client who puts the most work your way is at the top, and the one sitting on two invoices shows up in the overdue column. Open the list and “who still owes me?” is already answered.
Open any client and their history shows every invoice with its status and balance, plus their average time to pay, worked out from the ones they’ve settled. Worth a look before you price the next job for them. If a client is slipping, reminders chase the overdue invoices for you, and when their accounts office wants it on paper, the same history downloads as a statement in your branding.
Start a job for a client and it keeps the site and who to ask for there. Its visits go in the Schedule, and the client is emailed when one is booked or moved. Search the Jobs list by the client’s name to find their jobs.
Yes. Each client holds a name, email, phone number, and billing address, so the number you ring and the address you bill sit on one record. There’s no separate address book to keep in step.
Yes. Search your clients by name, email, phone, or address, so you can find the right client and start an invoice in seconds, however long your list gets.
Yes. Save a client’s billing address once and it appears on their invoices, quotes, and credit notes automatically, so you never retype it.
Yes, on screen: the client list shows what each client owes and what’s overdue, and their history shows every invoice with its balance. You can also download it as a client statement, one A4 PDF in your branding, for the client’s accounts office.
Yes. Every client shows their average time to pay, worked out from the invoices they’ve settled, and the client list has an overdue column. A client who runs at 60 days stands out before you price their next job.
Add them once, then let the list tell you who still owes you and which clients pay slowest, without adding up a column of invoices by hand.