Folio II

Every feature, itemised.

One job, done properly: agreeing the work, billing for it, and knowing what you were really paid. Here is the complete list, and what it does not do.

  1. 01

    Invoices in any of eight currencies

    USD, GBP, EUR, PKR, AED, SAR, CAD and AUD. Line items with quantities, a discount, and a tax line with your own label and rate. Totals are worked out by the database, so the PDF and the link always agree.

  2. 02

    Numbers that never skip

    Drafts get a number only when you send them, so abandoned drafts leave no gaps. A sent invoice is voided, never deleted, and keeps its number.

  3. 03

    Proposals clients accept online

    Send a proposal with scope, terms and a price. The client accepts by typing their name; the name and time are recorded. One click turns it into an invoice.

  4. 04

    A PDF and a link for every invoice

    A clean A4 PDF with your payment instructions, and a private link the client can open on any device. You see when they have viewed it.

  5. 05

    A client portal

    One link per client listing every invoice and proposal, what is paid and what is owed, with PDFs. No account for your client, and you can rotate the link any time.

  6. 06

    What actually landed, in rupees

    Record each payment with what reached your account in PKR. The rate you really got is worked out for you, and the dashboard shows income by month in rupees.

  7. 07

    Polite reminders

    Reminder emails three days before the due date, on the due date and a week after, with a one-click opt-out for each client. Or copy a ready-written reminder and send it yourself.

  8. 08

    Retainers on autopilot

    Recurring invoices weekly, monthly, quarterly or yearly, created as drafts to check or sent straight away.

  9. 09

    A ledger you can trust

    Payments cannot be edited or deleted. A mistake is reversed by the owner with a matching entry, and CSV exports give your accountant the whole year.

Currencies

  • USD US dollar
  • GBP British pound
  • EUR Euro
  • PKR Pakistani rupee
  • AED UAE dirham
  • SAR Saudi riyal
  • CAD Canadian dollar
  • AUD Australian dollar
Not included
  • ○Online card payments: needs a merchant account with a payment provider that supports Pakistani businesses; clients pay by the methods on your invoice and you record the payment
  • ○Live exchange rates: rates are never fetched; you record what landed in rupees and the rate is derived from it
  • ○Time tracking, expenses, contracts and e-signature, and accounting-software integrations
  • ○Tax filing: it records invoices and payments and exports them; it gives no tax advice
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