Dashboard
Vcita is all about consolidating various administrative and marketing functions to free up time. Its central financial dashboard helps you do this by showing an overview of your financial situation and letting you view various details.
Client Management
Managing your clients is easy in Vcita. You can add clients directly in the application, via email invitation, import them from an Excel or CSV file, or bring them in from Google Contacts. Once you have clients in Vcita, you can use many filters and sorting features to sift through them.
Client Self-Service Portal
Providing clients a single area where they can receive invoice reminders, view and pay invoices, and look over their payment history is sure to increase their satisfaction when dealing with your firm. Fortunately, Vcita lets you provide them a client self-service portal for all of that.
Automated Payment Reminders
Collecting payment is tedious, especially when you have stingy clients and customers. With Vcita, you can set custom, automated payment reminders for nearly any time and interval you want. Plus, you can add SMS reminders with a single extra click.
Offline Payment Tracking
Do any of your clients pay you offline? Maybe they prefer to mail your a check. No worries, because Vcita thought of that. Clients can pay over the phone, by cash, or wire transfer and you can record said payments accordingly with ease.
Estimates to Invoices to Receipts
To make billing as seamless as possible, Vcita lets you convert estimates into invoices, then turn those invoices into receipts. All you have to do is make the estimate, and the rest is mostly taken care of for you.
Miscellaneous Helpful Billing and Invoicing Features
Vcita makes getting paid easier by letting your display pricing on your website, allowing you to collect payment through those pricing widgets on your site, letting you offer, bundle discount service packages, and more.
