Invoice Manager - FileMaker Pro (Trial)

Invoice Manager Pro FM is a comprehensive business management solution built on the Claris FileMaker Pro platform. This professional system seamlessly integrates client management, quotation creation, invoicing, product & inventory control, and business intelligence dashboard into one powerful package.

Beyond basic invoicing, our solution offers advanced features including quote revisions with history tracking, partial payment handling, automated quote-to-invoice conversion, stock management with alerts, and detailed business analytics dashboards.

Trial Period: 7 days

Default currency: $

Name a fair price: type 0

Featured Modules in Invoice Manager Pro FM

Business Intelligence Dashboard

• Real-Time Performance Metrics – Instant view of key business indicators

• Year-Over-Year Comparisons – Track growth with monthly sales visualization

• Client Value Analysis – Identify your most valuable business relationships

• Seasonal Trend Identification – Quarterly activity breakdown for strategic planning

• Performance Indicators – Quote acceptance rates and product popularity metrics

• Complete Audit Trail – Track all user activities with exportable logs

Client Command Center

• 360° Client Profiles – Complete contact information

• Client Performance Tracking – Instantly view each client's sales history and contribution metrics

• One-Click Navigation – Direct access to all client-related quotes and invoices

Professional Quotation Engine

• Revision Management System – Create and track unlimited quote revisions without losing history

• Intelligent Formatting – Automatic heading and specification styling for professional-looking documents

• One-Click Conversion – Transform accepted quotes into invoices without data re-entry

• Instant PDF Generation – Share polished quotations with clients immediately

• Smart Product Integration – Add items manually or from your product catalog with automatic usage tracking

Advanced Invoicing System

• Flexible Payment Handling – Support for partial payments, deposits, and follow-up invoicing

• Payment Tracking – Clear status indicators (Draft, Paid) with outstanding balance calculations

• Multi-Address Support – Different delivery and billing locations on a single document

• Invoice History – Complete tracking of paid amounts for multi-stage payments

• Direct Invoicing Option – Create invoices without quotes for streamlined operations

Products Command Center

• Smart Stock Management – Automated tracking of inventory levels as quotes convert to invoices

• Low Stock Alerts – Proactive notifications when items reach minimum threshold

• Usage Analytics – Identify top-selling products through comprehensive reporting

• Auto-Updated Database – Product catalog that grows with your business operations

Powerful Search Functionality

• Cross-Module Search – Find any record across all modules instantly

• Intelligent Results – Clear indication of which module each result belongs to

• Quick Navigation – Jump directly to any found record with a single click

• Flexible Search Parameters – Search by various criteria including dates, numbers, and text

Customizable Settings

• Brand Personalization – Add your logo and company details to all documents

• Document Customization – Configure headers, footers and terms for professional presentation

• System Configuration – Set starting numbers for quotes, invoices and clients

• Tax Settings – Define default tax rates for streamlined data entry

TERMS AND CONDITIONS

1. Your trial grants you 7-day limited access to evaluate Invoice Manager Pro FM for your business needs.

2. All database records created during the trial period will be permanently deleted at the end of the trial.

3. The solution’s architecture, code structure, design elements, and technical components remain the exclusive intellectual property of Inteqrio Apps.

4. Technical support during the trial is limited to installation assistance only. Full support is available upon purchase.

5. The trial version must not be used as a foundation to develop competing products or services.

6. Transferring, sublicensing, or sharing the trial version of Invoice Manager Pro FM with third parties is prohibited without written authorization from Inteqrio Apps.

7. The trial solution is provided as-is, without warranty. Inteqrio Apps assumes no responsibility for any data-related issues that may arise during the trial period.

8. Required platform licenses (FileMaker Pro, FileMaker Server, or other Claris products) must be obtained separately and are not included with the trial.

9. Upon trial expiration, continued use requires the purchase of Invoice Manager Pro FM. No trial extensions are available without explicit approval from Inteqrio Apps.

10. By downloading and installing the trial version of Invoice Manager Pro FM, you confirm your agreement with these terms.