Foxtrot SaaS – Customer, Invoice and Expense Management System
Foxtrot SaaS is a web-based software that allows businesses to manage their customers, invoices, and expenses in one place, saving time, money, and resources.
Introduction to Foxtrot SaaS
Foxtrot SaaS is a cloud-based management system designed to assist businesses in managing their customers, invoices, and expenses in one central location. This software is particularly useful for small to medium-sized businesses as it helps them streamline their processes, reduce paperwork, and increase productivity.
Foxtrot SaaS has several features that make it an excellent choice for businesses. Firstly, it provides businesses with an easy-to-use dashboard that allows them to view their financial status, customer information, and payment statuses all in one place. Secondly, it allows businesses to create and send professional-looking invoices with just a few clicks. Finally, it has an expense management feature that enables businesses to keep track of their expenses and receipts.
Benefits of Foxtrot SaaS
Foxtrot SaaS has several benefits that make it an excellent choice for businesses. These benefits include:
1. Time-Saving
Foxtrot SaaS helps businesses save time by automating several processes. For example, it automates invoice creation and payment reminders, allowing businesses to focus on more critical tasks.
2. Increased Productivity
With Foxtrot SaaS, businesses can manage their customers, invoices, and expenses in one place, reducing the time spent on administrative tasks. This increase in productivity allows businesses to focus on growing their business.
3. Cost-Effective
Foxtrot SaaS is a cost-effective solution for businesses as it eliminates the need for multiple software applications. It also reduces the need for paper-based systems, saving businesses money on printing and storage costs.
4. Secure
Foxtrot SaaS has a robust security system that protects businesses’ data from unauthorized access. It also provides businesses with backup and disaster recovery features, ensuring their data is safe and secure.
How Foxtrot SaaS Works
Foxtrot SaaS is a straightforward system that is easy to set up and use. The first step is to sign up for an account on the Foxtrot SaaS website. Once you have an account, you can log in and start using the software.
The next step is to set up your customers and enter their information into the system. Foxtrot SaaS allows businesses to create customer profiles with all their contact information, making it easy to manage and track customer interactions.
The third step is to create invoices. Foxtrot SaaS provides businesses with several invoice templates to choose from, or they can create their own. Once the invoice is created, it can be sent to the customer with just a few clicks.
Finally, businesses can use Foxtrot SaaS to manage their expenses. The software allows businesses to enter expenses and receipts, track their spending, and generate expense reports.
Who Can Benefit from Foxtrot SaaS
Foxtrot SaaS is suitable for small to medium-sized businesses in any industry that needs to manage their customers, invoices, and expenses. It is particularly useful for businesses that do not have a dedicated accounting team or for businesses that are looking for a more efficient way to manage their finances.
Conclusion
Foxtrot SaaS is a powerful tool that can help businesses manage their customers, invoices, and expenses in one central location. With its time-saving, cost-effective, and secure features, businesses can increase productivity, reduce administrative tasks, and focus on growing their business. Foxtrot SaaS is easy to set up and use, making it an excellent choice for small to medium-sized businesses in any industry.
Is Foxtrot SaaS suitable for businesses of all sizes?
Yes, Foxtrot SaaS is suitable for small to medium-sized businesses in any industry that need to manage their customers, invoices, and expenses.
Can Foxtrot SaaS help businesses save time?
Yes, Foxtrot SaaS can help businesses save time by automating several processes such as invoice creation and payment reminders.
Is Foxtrot SaaS secure?
Yes, Foxtrot SaaS has a robust security system that protects businesses’ data from unauthorized access.
Does Foxtrot SaaS offer expense management features?
Yes, Foxtrot SaaS has an expense management feature that enables businesses to keep track of their expenses and receipts.
v1.0.9 - API Added. - Permissions Added. Now you can disable/enable staff's abilities. - Minor bugs are fixed. - We changed to repository architecture, so lots of files are changed/deleted. Make sure to follow update document.
v1.0.8 - Customer Portal Authentication - PDF Footer for branding added. - Ability to add email verification after registration. - PDF views are improved. - UI Improvements. - Bug: Credit Notes fixed. - Bug: Recurring Invoices fixed. - Bug: Issue editing language while the default language is not English fixed.
v1.0.7 - Credit Notes added. - Recurring Expenses added. - Income/Expense chart added to Owner Dashboard. - Invoice/Estimate based template option added. - Custom CSS/JS and Tracking Code options added to Super Admin Panel. - Trial ending mail reminder added. - Installer/Updater improved. - Major Fix: Estimate not creating properly fixed. - Minor Fix: Recurring Invoice status alert not showing fixed. - Minor Fix: Editing Payment while different customer currency fixed.
v1.0.61 - Price 0.00 while creating Estimate fixed. - Login as User feature added for Super Admin - Minor bug on Customer Details Activity Tab fixed. - Activity texts can be translatable now - "You have reached your subscription limit." error that some customers faced fixed v1.0.6 - Renew membership reminder mails added. - Apply discount after or before tax feature added. - Pages system added. - Customizing address formats on Invoice, Estimate and Payment PDF templates added. - Error while changing plan fixed.
v1.0.5 - Recurring Invoices added. (Important! You need to add cronjob please check the documentation) - Auto reminders added (Due Reminders & Overdue Reminders). - Ability to add more language or edit existing language from Admin Panel added. - Spanish Language added. - Invoice details ui and Invoice PDF templates updated. Now you can see payments for the invoices from panel. - Export reports to CSV file feature added. - Some bugs about subscriptions fixed. - Recaptcha v3 updated with more spam security. (Important! Please add your recaptcha v3 secret also) - Honeypot library added to give more spam security.
v1.0.4 - Manual and Auto convert Estimates to Invoice feature added. - Vendor Report added. - Google reCaptcha (v3) added to secure login and signup (Please go to your application settings to setup Google reCaptcha) - Minor bug on Reports is fixed. - Minor bug on Estimate and Invoice PDF templates are fixed.
v1.0.3 - Minor bug on Mollie payment gateway - Fixed error while creating invoices with some currencies
v1.0.2 - Mollie Payment Gateway added. - 'Creating Invoice and Estimate without product' feature added. - 3 new Invoice, Estimate and Payment templates added. - Total tax amounts and discount amount added to invoice and estimate pdf - Plan features can be unlimited now by setting the feature as -1 - Bug while subscribing free plan fixed. - Bug while deleting user as super admin fixed - UI improved - Mysql 5.6 support added.
v1.0.1 - VAT Number added. - Custom Fields Module added. Now you can add whatever field you want to Customers,Invoice,Estimates,Products,Expenses or Vendors models. - Bug fixed while updating plan. - Performance and UI Improved on PDF Reports. - Dependencies updated.
v1.0.0 - Initial Release.
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