Client Billing & Portal | Voters

Client Billing & Portal

Justin Burke

Ability to create recurring Care Plan billing/invoices for clients.

Clients could login to a white-label portal to see past invoices & maintenance reports, view details about their website and links to login.

January 17, 2024

Brian Van Drie

It seems like an API integration with Upmind would be a great fit. Billing/invoicing/client management is a BIG project and Upmind is already good at it. https://upmind.com/