Unlock the full potential of your business with powerful billing options and our robust suite of tools, including online payment processing, subscription management, and membership site capabilities. Our comprehensive solution offers seamless invoicing and payment collection directly through the portal, alongside a fully-featured subscription management and membership site solution with powerful billing options for both you and your clients.
With Synchronized Portal, you can take your business to the next level by collaborating with your team and streamlining client interactions like never before. Experience the power of all-in-one business software and elevate your operations to new heights.
Estimates & Invoices
Easily build and send out Estimates and Invoices to Clients, using ‘Items’, ‘Taxes’, and ‘Discounts’
Clients can easily pay their Invoices right inside their portal using your choice of Payment Gateway
You’ll be notified as soon as a Client makes payment, which will be automatically logged in the ‘Payments’ tab
Optionally allow Clients to make partial payments on their assigned Invoices
Cloud-Based Proposals
Engage your Clients with a clean and professionally-designed Proposal
Your prospective Clients can view & sign online without being logged in
Proposals can be converted directly into an Invoice for immediate payment
Seamlessly guide your Client through a sequence starting with a Proposal, followed by an Invoice, Document, and Project
Subscription Plans & Recurring Invoices
Set up a Subscription Plan for your Clients, to automatically charge them on a recurring schedule
Create initial Invoices with both a One-Time Payment and a Subscription Plan
Set up a ‘Recurring Generator’ for Invoices to populate an Invoice for your Client on a regular schedule
Assign Invoice Generators to one or multiple Clients, and the ability to pause/resume generation
Stored Payment Information
Allow your Client to securely store their payment information on file in the portal
Data is stored by a PCI-compliant third-party payment processor and is protected
Send a request to the Client to have them enter payment information themselves through a bank-level encryption process
Billing options that allow your Client can authorize your company to make payments on their behalf
Clients can update their stored payment information in their Billing Dashboard
My Billing Dashboard
Each of your Clients have their own personal Billing Dashboard where they can see everything related to their billing
At-a-glance summary of your Client’s current Subscriptions, outstanding Invoices, and current Estimates & Proposals
Billing options that allow your Clients can easily add/remove stored payment information, or change the payment method for their current Subscriptions
Clients can pay Invoices, approve Estimate sand Proposals right from the Dashboard
Time Tracking & Billing
Internal users can track time spent on particular Tasks or Projects, then convert those completed Timers into billable hours
Timers provide an easy and intuitive way to keep track of time spent on ‘on-the-go’ Tasks like Client conference calls and work lunches
Set default Hourly Rates for each user, and optionally hide it if you don’t want them to know your billing amount for their work
Billing options that easily convert Tasks from Projects directly into billable Items, and add them directly to Invoices
Time Tracking Widget
Have full control and manage all Timers right from the widget, from anywhere in the platform
Use a persistent on-screen widget that tracks in real time in both the widget and browser tab
Click and drag the widget vertically to ensure nothing on the page is obscured
Turn the widget on or off, and configure which Roles can see the widget in their account
Your Choice of Gateway
All Client Invoice payments are processed through your choice of Payment Gateway using your own merchant credentials
Seamless integration between Synchronized Portal and your chosen payment gateway ensures all payments are tracked, logged, and processed securely
Stripe, Braintree, PayPal & Authorize.Net are currently supported in Synchronized Portal, with new gateways on the horizon for future integration
Turn the widget on or off, and configure which Roles can see the widget in their account
