Recurring Billing Software

Frshbooks is going well and providing reliable services as it keeps well trained and responsive team. I never have any major problem nor did my team face any major issue. I am hopeful that it will keep on providing the its best services and I will accessing all features in smart ways. Review collected by and hosted on G2.com.

It is very reasonable in price and available in various plans too, thus it gives you freedom of selection according to your budget. I also appreciate its customer support which provides reliable services and resolve all errors in very less time. Review collected by and hosted on G2.com.

I have got rid of making new accounts for the customers, easily I enter the payments and the receipts against those clients. It is equipped with so many amazing features that I remain up to date about the progress of my employees working on a certain project as I track the changes and the project progress. Review collected by and hosted on G2.com.

So far I haven't found much I have disliked about the software. I will say that I wish we could customize some of the categories. It will take some time but "Activity" from our previous software means something completely different than "Activity" in BigTime. I think it will just take a little time to get used to it, but eventually we will get the differences down. Review collected by and hosted on G2.com.

Give it a try! You never know if you like something until you give it a chance. I'm sure there are lots of great programs out there, but this one I definitely recommend already, and we haven't even been using it that long! Review collected by and hosted on G2.com.

The biggest problem I think that has been solved for my workday is probably the amount of time I save on being able to sync things between BigTime and Quickbooks. I feel like I used to waste so much time because I was having to manually enter in data to Quickbooks AND to our old program. I have a lot more time to work on my other tasks now that I'm not doing double duty. Review collected by and hosted on G2.com.

No dislikes right now I like everything. Review collected by and hosted on G2.com.

Too many to name. Review collected by and hosted on G2.com.

While most of our feedback regarding this product is positive, there are a few negatives to consider:

- Only AP Personnel are able to use the Comment feature to make comments on invoices. The only way Approvers are able to comment on an invoice is for them to click Approve, Reject, Request a Field Update or to use the Ask a Question feature, then type the comment in the field below. This is really not optimal, as most of the time, the approver does not want to do any of those things, they just want to add a comment.

- When invoice copies are downloaded in bulk from Stampli, which we have been doing each week, only the invoices will download, not any of the communications or approvals attached to each invoice.

- We wish we were able to give our department head’s (approvers) permissions to edit GL coding, without giving all approvers these permissions. Currently, there is only the option to either give everyone GL coding permissions or to only give AP Personnel GL coding permissions.

- I have heard numerous comments throughout our company about wanting the invoice view to be a bit bigger, although most agree that the magnifying tools do make up for this.

- Only PDF files can be forwarded to Stampli. All other files types must be converted to PDF before being sent. Review collected by and hosted on G2.com.

- Streamlining our AP Invoice Approval Process.

- Reducing time spent on manual tasks.

- Reducing manual data entry.

- Reducing the amount of time it takes invoices to get approved and paid. Review collected by and hosted on G2.com.

I don't like how I cannot just call you call when I need customer assistance. Submitting a message to a robot and waiting for someone to get back to me in the next "5 hours" is frustrating when I want help with it now. I understand maybe this is a small company and you all are unable to offer more time for assistance but as the customer this is very frustrating. Review collected by and hosted on G2.com.

Please have more assisting and helpfully available staff, so that I am not left to figure things out on my own. Other than this it' seems like a pretty great program Review collected by and hosted on G2.com.

I am solving the issue of I think I was suppose to be live before trying to accept payment and I tried to accept payments and I was unable but I believe I fixed the issue and plan to try again once I have complete this survey for you all Review collected by and hosted on G2.com.

A couple downsides: the estimated tax payments tend to skew too big every quarter. I appreciate the fact that they are not too small, but I wish they were more accurate. Also wish that the software could give me an estimation for state taxes — I have to do this manually myself. I also recently ran into an issue where I was locked out of my QB account for no reason and had to pay for a subscription to get back in. That was a pain. Review collected by and hosted on G2.com.

QuickBooks saves me a lot of wasted time that I previously spent doing manual calculations. It saves me from underpaying on my taxes. And, it helps me to send out my invoices on time every month, since the process is as easy as clicking a couple of buttons Review collected by and hosted on G2.com.

The price. I feel it is a little high for what I get. Would like to see a smaller fee if I don't need all the features. Review collected by and hosted on G2.com.

The platform is easy to use and user friendly. My clients get an email and invoice very easily. Review collected by and hosted on G2.com.

Keeping track of all my clients and what I need to bill out every month. Review collected by and hosted on G2.com.

Nothing I dislike so far. Everything works very smoothly. Review collected by and hosted on G2.com.

Getting reports, statistics and solutions for my business. I am still working through things but everything looks and works very cleanly and efficiently so far. Review collected by and hosted on G2.com.

The user experience could use some work - screen layouts and navigation make the system more challenging to use than it needs to be. Review collected by and hosted on G2.com.

SaaSOptics is a system that takes some time and patience to implement, it isn't a click-and-go application. Make sure you treat it like a project, dedicate appropriate resources to the training, do your homework, and keep at it - it's worth the work. Review collected by and hosted on G2.com.

We are using SaaSOptics for revenue recognition (ASC 606) / deferred revenue, billing, and dunning. We used to have a home-grown system that I was about 75% confident in the information (rev rec and total ARR) that I was getting and the billing process took a bit of manual manipulation. With SaaSOptics, I now have 95%+ confidence with the information coming out (only because I'm still learning the reporting capabilities) and we've just finished our first month close with the system. Review collected by and hosted on G2.com.

It's a bit hard for me to express what I dislike. But I would say it needs a little bit of improvement to collaborate with the banks in some areas for smooth transactions. Review collected by and hosted on G2.com.

I personally recommend using Paddle as the payment processor. Review collected by and hosted on G2.com.

Handling payments from all over the world for SAAS based products.

Handling subscriptions (Monthly & Yearly).

Recovering the failed payments.

Wire Transfers

VAT, GST, and other sales taxes.

Preparing a plan in dealing with the customers who canceled their subscriptions with us. Review collected by and hosted on G2.com.

I think the quote feature might need some improvement. I want to introduce solar companies to Avaza but I don't think the users will be able to generate accurate quotes using Avaza alone. Some calculation fields to in the quotes section will be helpful. Review collected by and hosted on G2.com.

Organizing my business. Before using Avaza I was disorganized, but Avaza being so intuitive and easy to use is helping me be more organized. I can easily keep track of all my timesheets, invoices and expenses. Review collected by and hosted on G2.com.

Some of the processor migrations were not very smooth but at the end everything worked out and PayMotion's team were assisting us along the way Review collected by and hosted on G2.com.

Affiliate management, tracking, payments - all that is taken care of by PayMotion which is a huge help. Managing all this in house you would need many full time resources. PayMotion's expertise in this area helps us to scale and focus what we are good at - marketing. Review collected by and hosted on G2.com.

It's complicated dashboard. Don't receive notifications to my email once a refund is made or payment received. I was confused with the chat box as wasn't sure if I was talking to a human or an AI. Review collected by and hosted on G2.com.

Make sure you always check the percentage any online platform takes as their admin/commission when using their service. Review collected by and hosted on G2.com.

I was having issues receiving payment from customers on my squarespace website. Stripe offered a quick solution to this. Everything felt secure. I knew the tracking information of the customers. Only problem is transferring money from Stripe to a bank account. But I never got this far with this feature as had to refund customers due to Covid. Review collected by and hosted on G2.com.

Since CORE updated the batch invoice to now show all of the data without having to wait for it to "think" (which has caused a lot of errors in the past), is a very good updated feature. Review collected by and hosted on G2.com.

CORE has helped on the time it took to gather data and build our monthly summary invoice. Now, data is entered throughout the month and then gathered into a final bath invoice. Its also nice to be able to tweak data when necessary and to do preliminary checks and reports prior to the final invoice creation. Review collected by and hosted on G2.com.

Wave truly is a fantastic platform, however the reports could be a little easier to navigate. Sometimes I am looking to run a report for ONE aspect of my business, whether that be an item or expense account, and finding a singular category can be a bit round about. They exist but they aren't easy to find. The account consolidation feature could also use a few improvements.....I admit I am not great at consolidation but many times I just want to erase and start from square one....at I can't just reset everything. Review collected by and hosted on G2.com.

If you are a brand new business owner, don't be afraid to track your own expenses and do your accounting because Wave makes it not only possible, but simple! Plus they have easy mobile apps to help with your needs on the go. Quickbooks is not the only answer and is probably more complex than what you actually need for your business. And if you feel as if you're in over your head, Youtube tutorials are your friend! Or you could hire one of their accountants available through the website. Review collected by and hosted on G2.com.

Wave helps me solve the biggest business problem of all: tracking our finances! My business is very small and they need for an accountant isn't really necessary, which means the responsibility falls on my shoulders. As someone who is the farthest thing from an accountant, Wave has made tracking our finances a piece of cake. Accounting is still NOT my favorite thing to do BUT at least I don't dread it anymore, like I used to with Quickbooks. Its just simple and I love that. Review collected by and hosted on G2.com.

There are some slight technical glitches when sending invoices like certain emails not being automatically included in the bills. Review collected by and hosted on G2.com.

We are creating a more feasible billing process with POS systems to merchants around the United States. Review collected by and hosted on G2.com.

There are limitations in AR module. For example, I cannot sync 90+ days old open invoices from QuickBooks Online to Bill.com. Review collected by and hosted on G2.com.

AP is quite easy to setup. It does take time to setup AR. Once AP & AR are setup, Bill.com will save you hours, which easily pay for $69/month of Corporate Plan. Review collected by and hosted on G2.com.

Bill.com solves my AR problem by letting my clients login to Bill.com to see open invoices and pay easily. Bill.com is much better than traditional epayment because traditional epayment models don't match up the invoices. With Bill.com, payments are match directly with invoices and update QuickBooks Online directly.

Bill.com solves my AP problems by letting me to drag/drop PDF bills so I don't need to enter the bills manually. The benefits are time saving and less errors. Review collected by and hosted on G2.com.

You will certainly notice that the software is mainly for US customers. You can only add American bank accounts, which is a pity since we are not situated in the united states. I hope they will improve and support other countries as well. Review collected by and hosted on G2.com.

Time tracking of staff, creating automatic invoicing, having a review system for customers, and much more. The program helped us since we do not have to spend that much time for the accounting part in our business. Review collected by and hosted on G2.com.