Drag in a photo of a business card and Billbooks reads the name, company, email, and phone straight off it. Review, save, and the client is ready to invoice, no retyping from a card on your desk.
Your invoices, estimates and clients are served from the network location closest to you, not from one machine on the other side of the world. Moving between a list, a new invoice and a sent document happens in the time it takes to look at it.
Invoices
New invoice
Invoice #1042
Awaiting paymentSent to the client
DeliveredEstimates
You meet someone, take their card, and it sits in a drawer until you finally type their details into your client list by hand. By then half the cards are gone. Billbooks reads the card the moment you upload it, so the client record gets created while the introduction is still fresh.
Drag or upload a card
A photo from your phone or a scan works, right from the Clients page.
Billbooks reads it
Name, company, email, and phone are pulled off the card into a new client form.
Review and save
Check the fields, fix anything the scan misread, and save. Nothing is added without your review.
Ready to invoice
The new client is on your list, currency and terms ready to set, no separate data-entry step.
Photograph an old invoice or drop in a PDF. Billbooks reads the client, the dates, the line items, the tax and the currency, and gives you back a real invoice you can edit rather than a file you have to store.
Every field is editable before you save, so you can fix a misread name or number before it becomes a client record.
A photo or scan of the card, JPG or PNG, works fine.
No, it is an option alongside it. Add a client the usual way whenever you do not have a card to scan.
Yes, included at the one flat price.
An app so good you will want to get tasks done instead of putting them off. Stay on track and keep your cashflow going.
A little kit of calculators and generators, on the house.
30-day free trial. No credit card required.
Try it FreePairs with Clients to keep every contact's balance and terms in one place, and Invoicing and Quotes for the first document you send them. Or try the free invoice generator first.
See how Billbooks compares