Cashboard Feature Tour

Made for your business

Invoicing

Invoice worksheet pdf

Invoicing with Cashboard is beautiful, configurable, and reflects the quality of your business.

Quickly invoice for time logged against a project, materials, or other goods. Create invoices for your projects with one mouse click, or set up recurring invoices to bill your customers automatically.

You'll get your money faster too once your clients know you can accept payments online with a credit card or PayPal.

Cashboard has the most flexible tax features of any billing software.
Choose to tax on a per-item basis, and even auto-calculate VAT, GST, and PST.

This is only the tip of the invoicing iceberg.
Read more about invoicing the Cashboard way here.

Time Tracking

Time tracking and timesheets

Quit scribbling hours down on scattered papers, text files, and excel spreadsheets.

We make it easy for you and your employees to enter hours worked through our web interface, and time tracking widgets.

We also understand that not everything you do is billable, and you may want to approve your employee's time sheets before invoicing. Regardless of how you work, we have you covered.

Find out why more architects, lawyers, and software engineers use Cashboard's time tracking features.

Expenses

Expense tracking made simple

Easily track billable and non-billable expenses for your business.

Cashboard can automatically tell you how much you owe your employees and enter expense records on a per-project basis with our Payroll Reporting tools.

Your employees an also expense entries, to be approved by you at a later date.

Projects

Project task tracking

Managing your project shouldn't be a burden. Cashboard makes this simple too.

Easily import your Basecamp projects for use inside Cashboard, or create them from scratch.

Set hourly rates for your employees, and track how much you're making on the markup on their services.

Read more about how you can manage your projects inside Cashboard.

Estimates (Project Quotes)

Estimate project quote screen

Easily create stunning estimates for potential customers, then turn them into a project with one click of the mouse after your clients have agreed to your terms online. Accept deposits for work up front, and easily apply the credit to your invoices later on.

We make it simple to transition from an estimate to an invoice, and we sweat the small stuff.

With Cashboard it's easy to track your progress against your estimate at all times. Never be in the dark or risk going over-budget again.

Even create estimates for projects that you have inside 37Signals' Basecamp.

More on Cashboard's estimates