TopNotepad is a cloud-based accounting management solution that offers invoicing, expense management, payment management and customer relationship management. Users can create invoices with built-in templates and log payments using client lists. Users can also log expenses using customized categories. The TopNotepad mobile app allows users to upload receipts for expense reports. TopNotepad features a cash book, which records business transactions on a day-to-day basis. The cash book is then used to create balance sheets and P&L reports. The software also features estimates and quotations, which enables users to create estimates and convert them into invoices. With the help of email functionality, users can email invoices directly to clients.
TopNotepad is a cloud-based accounting management solution that offers invoicing, expense management, payment management and customer relationship management. Users can create invoices with built-in templates and log payments using client lists. Users can also log expenses using customized categories. The TopNotepad mobile app allows users to upload receipts for expense reports. TopNotepad features a cash book, which records business transactions on a day-to-day basis. The cash book is then used to create balance sheets and P&L reports. The software also features estimates and quotations, which enables users to create estimates and convert them into invoices. With the help of email functionality, users can email invoices directly to clients.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Invoicing
Payment logging
Data export to PDF & Excel
Automated reminders
Invoice dashboard
Email integration
File attachments
Client list
Invoice & payment summary
Expense management
Custom expense categories
Receipt upload
Expense dashboard
Expense assignment
Lead management
Customer relationship management (CRM)
Lead import
Custom lead pipelines
Lead allocation
Profit & loss statement
Balance sheet
Cash book
Estimate & quote creation
Payment gateway integration
Benefits
TopNotepad automatically populates the company logo
TopNotepad automatically populates the company logo, address, and terms & conditions in the relevant fields of invoices, allowing users to create custom invoices with minimal data entry.
Expenses can be logged and assigned
Expenses can be logged and assigned to invoices, grouped into custom categories, and apportioned to different branches.
Lead data can be imported from CSV files
Lead data can be imported from CSV files, and once leads are uploaded into the system users can manually or automatically allocate them between colleagues, set follow-up reminders, and more.
A balance sheet, profit and loss statement
A balance sheet, profit and loss statement, and cash book are built into the system, allowing users to manage their business’ accounting needs.
Quotations and estimates can be created
Quotations and estimates can be created and sent out to clients, and converted into invoices once approved by the client.
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