We have migrated from FreshBooks for our invoicing to an internally managed solution which has enabled us to integrate invoices and payments into our new LeVerb Business Dashboard.
The invoicing system is accessed via the “Billing & Invoices” icon in the new LeVerb Business Dashboard.
Once on the invoicing page you will be able to view your entire history of past payments, estimates and current invoices. We have imported all data from our old system into the new one.
You will also be able to view and edit your saved billing profiles and enable automatic payments.
This invoice system also integrates into our new project management tool to make viewing your payment status for an ongoing project easy and straight forward.
Please Note: if you previously setup automatic billing you will need to enter your credit card information again, sorry for the inconvenience but we are not able to copy credit card data from one system to another for security reasons.
Be sure to contact Mary at firstname.lastname@example.org for more details or if you have any issues with the new system.