Affordable Addons
While helping getting you paid faster, InfoFlo Pay also offers integrated features not found in any other invoice management solution:
QuickBooks Online Sync:
Initial: Import from QuickBooks Online to InfoFlo Pay:
- Contacts including custom fields
- Estimates, Invoices, Expenses
- All information is now in InfoFlo Pay!
From Now On: Automated Sync from InfoFlo Pay to QuickBooks Online:
- Contacts including custom fields
- Estimates, Invoices, Expenses
- QuickBooks Online is automatically updated!
InfoFlo Pay: QuickBooks Online Sync Tutorial - YouTube
InfoFlo Pay: QuickBooks Online Sync Tutorial
Digital Forms
Complete Digital Forms Solution:
- Easy to use drag and drop form builder
- 15+ ready to use fields such as First Name, Last Name, Email, Address
- Advanced fields such as digital signature, upload files, captcha and conditional fields
- Types of forms that can be created include: intake, contact us, payment with credit card, contracts warranties etc.
- Send auto-populated forms to your customer to save them time
- Auto generate a PDF
- Approval workflow
- Forms can be edited and viewed by customer in portal
SMS Integration
SMS Email & Notifications:
- Send invoice with secure payment link via SMS
- Send estimate for customers to accept via SMS
- Send late payment notifications via SMS
- Send digital forms link via SMS
Appointment Booking
Rich appointment setting features include:
- Full calendar view
- Add Open/Close Hours
- Add Worker Hours
- Public URL can be added to your site and email signature
- Appointments with open time slots can be booked by customers and internal users (e.g. receptionists)
- Email notifications when appointment is booked
- Gmail sync
- We use what we sell. Try it out yourself by clicking on the “Schedule An Appointment” button below
Schedule An Appointment Example
MailChimp Integration
Sync to MailChimp:
- Add “subscribe to our newsletter” feature to any digital form and the contact will be automatically linked to your MailChimp list
- Automatically sync all InfoFlo Pay contacts to a MailChimp list