CoolBill

CoolBill is a solution designed to assist freelancers and small businesses in Belgium with easily and efficiently creating quotes and invoices. According to the vendor, CoolBill offers practical and automated features that save time in administrative tasks. This user-friendly tool caters to a wide range of professions and industries, including freelancers, small businesses, independent contractors, consultants, and service-based industries.

Key Features

Quote Creation: Users can create quotes easily and quickly using a visual editor. Quotes can be saved as drafts and validated when ready to be sent. Signed quotes can be converted into invoices. Users can track the status of their quotes and export them as PDF to send to contacts. Custom labels can be associated with quotes for sorting purposes. Predefined services can be imported into quotes for easy and quick encoding.

Invoice Creation: CoolBill enables users to create invoices seamlessly using a visual editor. Predefined services can be imported into invoices for easy and quick encoding. Invoices can be generated in installments based on accepted quotes. Credit notes can be generated from invoices for cancellations. Users can classify their invoices to keep track of their status. Invoices can be exported as PDF and sent to contacts. Custom labels can be associated with invoices for sorting purposes.

Export Invoices and Contacts: CoolBill allows users to export multiple invoices as PDF. Invoices can be exported quarterly or based on defined dates. Users can also export their contact list for use in other software or third-party solutions.

Bank Synchronization and Budget Management: CoolBill offers bank synchronization with 18 Belgian banks. Users can manage their budgets and track their expenses. Transactions can be categorized and allocated to budgets. Bank statements can be synchronized and classified. CoolBill can also detect payments made for invoices and notify users.

Product Templates: CoolBill provides the option to create and import product templates. Product templates can be modified and customized as needed. Users can create and edit documents using the imported product templates.

Additional Features: CoolBill offers additional features such as purchase orders, subscriptions management, expense reports, and custom reports. Users can generate purchase orders to validate supplier offers. Subscriptions can be tracked, and users receive email alerts when a subscription is expiring. Expense reports can be created to record and request reimbursement for business expenses. Custom reports can be generated to analyze business performance. CoolBill also allows for easy exports of invoices by date or quarter.