Introduction
In this review, I’ll be covering iBilling, a CRM, Accounting and Billing Software that has evolved to cater to the diverse needs of businesses. In this latest version 5.0.0, released in August 2022, the software boasts several new features, enhancements, and bug fixes, making it a robust solution for businesses looking to streamline their financial operations.
Overview of iBilling Features
iBilling is an all-in-one solution designed to manage customer data, communicate with customers, and track financial performance. Key features include:
- CRM: Create customer profiles with custom fields, record activity, and communicate with customers via email.
- Accounting: Track income and expense, create invoices, and manage payment reminders.
- Invoicing: Customize invoices, send invoices online, and receive payments seamlessly.
- Reporting: Analyze business performance with eight reporting tools, including profit and loss statements, income statements, and balance sheets.
Review of Version 5.0.0
In this review, I’ll highlight some of the notable changes, enhancements, and bug fixes in Version 5.0.0.
- PHP Requirements: For this latest version, CloudOnex requires PHP 7.4 or above. Ensure your server meets the minimum requirements before upgrading.
- Internal Updates: Version 5 includes internal library updates, rewritten codes, email sending improvements, and internal code base improvements for future versions.
Conclusion
iBilling is a feature-rich and user-friendly software that is designed to meet the complex needs of businesses. The latest version 5.0.0 has refined the overall experience, and the updated PHP requirements will ensure that the software operates smoothly.
Rating: 4.28 out of 5 stars
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Introduction to iBilling - CRM, Accounting and Billing Software
iBilling is a comprehensive cloud-based software designed to simplify and streamline various business functions, including Customer Relationship Management (CRM), Accounting, and Billing. With its user-friendly interface and powerful features, iBilling empowers businesses of all sizes to manage their operations more efficiently, track customer interactions, and optimize financial processes. In this tutorial, we will walk you through the steps of using iBilling to enhance your business productivity and success.
Setting Up iBilling
Before we dive into the features and functions of iBilling, let's go through the initial setup process:
- Registration: Go to the iBilling website (www.ibmicrosoft.com/iBilling) and click on "Sign Up". Fill out the registration form with your company information and email address. You will receive a verification email, which you must confirm before proceeding.
- Logging In: Log in to your iBilling account using your email address and password. You can access your account from anywhere, at any time, as long as you have a stable internet connection.
- Setup Wizard: Once you log in, you will be prompted to complete the setup wizard, which includes creating your company profile, setting up your accounting module, and defining your customer management module. Follow the prompts to set up your account according to your specific needs.
Navigation
To navigate within iBilling, follow these steps:
- Menu Bar: The top menu bar contains various menu options, such as "Company", "CRM", "Accounting", and "Billing".
- Side Navigation: The side navigation bar allows you to access various features and functions within each module.
- Tab Navigation: Within each module, you will see a tabbed navigation menu, which helps you navigate through different screens and functionalities.
Basic Functions and Features
In this section, we will cover some of the basic functions and features of iBilling.
CRM (Customer Relationship Management)
- Contact Management: Add, edit, and manage customer contacts, including personal and business details.
- Activity Tracking: Track customer interactions, such as calls, meetings, and emails, to help you stay organized and ensure prompt follow-up.
- Deal Tracking: Monitor and track sales leads, including progress, contacts, and stages.
Accounting
- Invoices: Create and manage professional invoices, including itemized billings, credit memos, and deposit notes.
- Payments: Record and manage customer payments, including payments, credits, and outstanding balances.
- Reports: Generate reports on accounting activities, including income, expenses, and cash flow.
Billing
- Products and Services: Define your products and services, including pricing, tax rates, and shipping information.
- Pricing Schemes: Create pricing schemes for specific products or services, such as discounts, tiered pricing, or bundle offers.
- Automated Billing: Set up automated billing for recurring charges, such as subscription fees or recurring donations.
Tips and Tricks
To get the most out of iBilling, here are some tips and tricks:
- Batch Processing: Use batch processing to manage multiple transactions, such as invoices or payments, quickly and efficiently.
- Customization: Customize the iBilling software to meet your specific needs by adjusting fields, templates, and workflows.
- User Roles: Define user roles to control access and permission levels, ensuring that employees have the right level of access to iBilling functions and data.
- Support: Access iBilling support resources, including knowledge base articles, video tutorials, and direct support.
Conclusion
In this tutorial, we have introduced you to iBilling, a comprehensive cloud-based CRM, Accounting, and Billing software. By following these steps and understanding the various features and functions, you will be well on your way to improving your business operations and productivity. For more information or support, please visit the iBilling website or contact our customer support team.
Upcoming Tutorials
- Advanced CRM and Sales Module
- Invoicing and Billing Process
- Integration with other iBilling modules
- Customizing and Automating iBilling workflows
I hope you find this tutorial helpful in getting started with iBilling. Stay tuned for our next tutorial on advanced CRM and sales module!
Here is a complete settings example for iBilling - CRM, Accounting and Billing Software:
Database Settings
To configure the database settings, go to Settings > Database and enter the following information:
- Database Type: MySQL
- Database Host: localhost
- Database Name: ibilling
- Database Username: root
- Database Password: password
Email Settings
To configure the email settings, go to Settings > Email and enter the following information:
- SMTP Server: smtp.gmail.com
- SMTP Port: 587
- Email Address: your_email@example.com
- Email Password: your_password
- From Name: iBilling
- From Email: your_email@example.com
Time Zone Settings
To configure the time zone settings, go to Settings > Time Zone and select the desired time zone from the drop-down list.
Currency Settings
To configure the currency settings, go to Settings > Currency and select the desired currency from the drop-down list. You can also enter the exchange rate for other currencies if needed.
Payment Gateway Settings
To configure the payment gateway settings, go to Settings > Payment Gateway and enter the following information:
- Payment Gateway: PayPal
- API Username: your_paypal_username
- API Password: your_paypal_password
- API Signature: your_paypal_signature
Other Settings
To configure other settings, go to Settings > Other and enter the following information:
- Default Language: English
- Default Time Format: 12-hour
- Default Date Format: mm/dd/yyyy
Here are the features mentioned in the content:
Accounting Software for Business Owners
- Record business expenses and income
- See Net Worth of your Business
- Set Goal for Net Worth
- Accounting Dashboard with daily, monthly income
- Accounting Snapshot instantly see all your bank balances
- Innovative Graph for comparing Income vs Expense
- Account Statement, Get Account Statement by individual accounts
- Record Transactions by Contacts (Payer, Payee)
- Record Categories
- Reports By Date, check Income and Expense by date
- User-friendly interface and user experience
Manage Your Customers
- Make your Customer Database
- Record Activity, see full history of your customer
- Custom Field, available option to add Custom Field's based on your Business Type
- Communicate with your Customer, Send email directly to your customer
- Accounting Summary for your Customer
- View Transactions, view transaction for individual customer
- Customer Profile, Record your customer Profile Including LinkedIn, Facebook, Google Plus Profile Link
- Customer Notes, Add Customer Notes
- Photo, Add Photo for your Customer
- Tag, & Filter Customer by Tag
Full Featured Invoicing Software
- Create invoices quickly
- Customize invoices including logo, notes and more
- Set Goal for Net Worth
- Send Invoice directly to your Customer from the portal
- Notify to your Customer when invoice paid, due, Payment Reminder
- Access from Anywhere with Unique Invoice URL, authenticate via token
- PDF Invoice, Customer can download PDF Invoice with Single Click
- Printer Friendly, Separate view for Printer Friendly version
- Get Paid Online, Integrate with Payment Gateway's
- Create Recurring Invoice
- Attach Invoice Transaction with Bank Accounts
- Partial Payments, available option to record partial payments for Invoices
- See it All, a Full history of your specific invoice including Related Transactions, & Sent Email Log
General Features
- Contact Management
- Contact Activity
- Contact Profile with Image
- Send Email directly from Portal
- Full Featured Ajax Quick Invoicing
- Create Recurring Invoice
- Send Invoice Payment Reminder & Payment Confirmations
- Collect Payments with Payment Gateway
- Track Income, Expense
- 8 Reporting Tools
- Beautiful Dashboard for quick snapshot for your Business
- Logs for Audit
- Supports Multiple Users
- Fully Branded, No Powered By, No Copyright Notice
- One Click Database Backup
- Optimized for best performance
- Tested by generating millions of random transactions
- Supports to send email using SMTP
- Customizable Email Templates
- Tag in Customer Accounts, Transactions etc.
- Contacts, Customer Notes
- Email Message Log
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