Invoicing: Upload your company’s logo onto Brightbook and you can create emails, quotes, and statements with your company’s logo in any currency. And if you want to duplicate your invoices for another company or client, you can easily click on the “copy’ icon and change the necessary information.
Dashboard: Represented both in graphs, which indicate your invoices, revenue, expenses and in pie charts, for the amount that you've used. So, thanks to this representation you can quickly see your cash flow, the money that you are owed, and how much you owe.
Multi-currency: Create invoices, statements, and quotes with your own logo in any currency and directly email them by clicking on “Save and Email” where you get to review them before sending them.
Banking: Involves importing bank statements in a QIF format to track your transactions. For the money you’ve received, you’ll need to choose who the payment was from. For expenses, you’ll choose the type of bill and the payment method. Thanks to these options and the “save” function, Brightbook will remember this information for future transactions, simplifying the entire process.
Integration: If you’ve got a PayPal account, you can receive payments even quicker. If the client is given access to their account, the part that details what they owe you will be highlighted, making them aware of their debts and inciting quicker payment.
Track your bills & expenses: Thanks to the dashboard, your bills and expenses are visible in the gallery view. You can check who owes you, who has paid you and even claim back expenses.