InvoicePlane Reviews & Product Details

InvoicePlane allows our school to track damages to IT devices and appropriately bill when work is not covered by warranty or insurance. It allows us to define our custom categories for devices and allows us to set prices for each. The entire workflow is time-driven so there is little to do on our end to track the timing of due/dates and notices. The program was very easy to set up and once all of our settings were filled in we were off and running. Review collected by and hosted on G2.com.

The only thing that I would consider for improvement is the way bills are generated. They are created through templates that must be built on the back-end through php. While I have not trouble with this, I know colleagues that would love to see a more robust front-end template tool. Review collected by and hosted on G2.com.

I love that invoice plane allows you to send out invoices and quote clients instantly with their simple platform. You can quote them using old invoices you have sent out in the past for them to read and sign off on. You can also see exactly when they opened an invoice, and when they pay it making. This allows you to follow up on a client after a sale completes. Review collected by and hosted on G2.com.

Sometimes InvoicePlane doesn't correctly sync up with our CRM, and it gets frustrating Review collected by and hosted on G2.com.

I love how easy Invoice Plane makes it to send out and keep track of invoices. It comes with email tracking which allows you to see when a client has opened an email as well as know when they pay it too. I also love the analytics that come with it so you can see projects of future revenue and total sales per rep. Review collected by and hosted on G2.com.

The only thing I could dislike about the app is how basic it looks, it can use a major rehaul on it's entire UI. Review collected by and hosted on G2.com.

I love that InvoicePlane makes it easy to keep track of all the quotes you send out, as you can see all the quotes and invoice for the month/quarter/year. This helps you keep track of your monthly sales as well as your future sales. My favorite feature is the ability to sort out the invoices by where they are in the sales process. Review collected by and hosted on G2.com.

I dislike that this is a separate application from our CRM, but it helps as the information is also directly added into our CRM's notes. Review collected by and hosted on G2.com.

I love that I can you can pre-set what services are for sale, it makes it really easy to put together a quote right inside the app. I also love that you can see when a client opened up their quote allowing you to follow up with them as soon as they receive it. Review collected by and hosted on G2.com.

I dislike that it is a separate software, although it works with our emails and CRM, it is quite bothersome that it isnt a regular plugin. Review collected by and hosted on G2.com.

I love that invoice plane allows us to see where all of our prices are stored on the applications and allow us to easily create and send over quotes to our clients. I also love that you can see exactly when a client opened up your invoice Review collected by and hosted on G2.com.

There is nothing to dislike about this application besides the loading times. Review collected by and hosted on G2.com.

Invoice Plane is a great software, I love how you're able to create quotes instantly then send invoices off to clients in an email. My favorite part is clients are able to pay directly or sign the invoice wasting no time getting contracts. Not only can you keep track of your sales, but Invoice Plane also has a leaderboard showcasing the most sales. Review collected by and hosted on G2.com.

I dislike that it looks very basic and has to be configured to an actual business before being implemented. Review collected by and hosted on G2.com.

I love how simplistic Invoice Plane is. Invoice plane connects to your CRM and allows you to create Invoices to send to your clients. From there you can see when your client opens the invoice and when they pay it. After Paid they have a time stream showing the recent invoiced paid. They also allow you to reuse old invoices in the system. Review collected by and hosted on G2.com.

I dislike that it's a self hosted application, meaning it isn't directly in the CRM but you have to go to a separate part of the website in order to view it. Review collected by and hosted on G2.com.

InvoicePlane is a great web based invoice application. It has great features that allow you to create professional invoices. You can create clients who then order products where you can easily add quantities and have the math done including taxes and VAT for you. You can also send the client an Quote so they can approve it. The web interface is mobile and desktop friendly and PDFs can be exported without issue. There is so many other features to go over so i suggest checking it out Review collected by and hosted on G2.com.

There are only two types of users. View Only and Administrator. Having someone in the middle to create and edit invoices but not be able to touch administration or delete invoices would be nice. Review collected by and hosted on G2.com.

I love how easily I can send out invoices to clients , manage when they’re paid (with their in email payment system) and easily integrate it into a crm. Review collected by and hosted on G2.com.

The only downside about invoice plane is their UI, a work around is to integrate it into a CRM Review collected by and hosted on G2.com.