NetWorth2b Bill Client

NetWorth2b Bill Client is a software solution aimed at small service business owners in professions such as consultants, accountants, tax preparers, and lawyers. According to the vendor, this tool allows users to record time and expense charge descriptions in real-time and generate bills efficiently using reusable charge codes and predefined billing rates. The product offers flexible billing options, including hourly or flat-rate charges for single or combined line items. Accounts receivable aging and client statements assist in managing past due balances.

Key Features

Time and Expense Billing: According to the vendor, the software enables users to record time and expense charge descriptions in real-time and generate bills efficiently using reusable charge codes and predefined billing rates.

Flexible Billing Options: The product offers flexibility by allowing users to choose between hourly or flat-rate charges for single or combined line items.

Accounts Receivable Management: Users can identify and follow-up on past due balances using accounts receivable aging and generate client statements when necessary.

Invoice Format Options: The software provides three distinct bill header formats with the option to add an icon. Users can set payment terms based on specific days, dates, or due upon receipt. Bill line items can be formatted with various options, including date, detailed description, staff member name/title, and bill amount.

Discounts and Customization: The product allows for the application of discounts at the client or bill level. According to the vendor, this feature enables users to offer lower rates for non-profit organizations or long-term clients. The bill message can be customized at both the company and bill level.

Billable Hours and Reimbursable Expenses: Users can create and edit billable time and expense charge descriptions, streamlining the invoice generation process and ensuring accuracy.

Bill Layouts and Summary Reports: The software offers a variety of bill layout options to meet different billing requirements. According to the vendor, bill history is automatically updated when transactions are recorded. Users can generate reports with summarized data by date and client for a specified period of time.

Receipts and Receivables: Users can record receipts and track past due receivables, ensuring accurate financial records and efficient management of client payments.

Data Privacy and Security: The vendor states that the app provides control over data privacy as it resides on the user's device. Built-in backup features allow for encrypted file generation and storage anywhere, eliminating the need to load detailed billing data into a cloud-based app.