Moon Invoice

Bank Reconciliation

In Moon Invoice, the Bank Reconciliation feature helps users accurately match and verify their invoice records with actual bank transactions. This ensures that all incoming and outgoing payments are accounted for, reducing discrepancies and maintaining up-to-date financial statements. By automatically importing and comparing bank statements with internal records, this tool supports efficient auditing, enhances cash flow visibility, and ensures better financial management for businesses of all sizes.

Billing & Invoicing

Moon Invoice offers a comprehensive Billing & Invoicing system designed to streamline the creation, customization, and distribution of invoices to clients. It allows businesses to issue itemized bills, apply taxes and discounts, automate recurring invoices, and track payment statuses in real time. The feature supports multi-format invoicing and integrates seamlessly with other modules, helping companies manage their revenue cycles efficiently while maintaining professional communication with customers.

Client Management (Customer)

The Client Management feature in Moon Invoice centralizes all customer-related data, allowing businesses to maintain detailed profiles for each client. This includes contact details, transaction history, payment preferences, currency settings, and communication logs. By organizing client information in one place, businesses can offer personalized service, manage interactions effectively, and streamline the billing process. This feature is essential for building long-term customer relationships and improving client satisfaction.

Client Portal

Moon Invoice’s Client Portal provides clients with secure, 24/7 access to their invoices, estimates, payment history, and transaction records. Through this user-friendly interface, clients can download documents, approve quotes, make payments, and communicate with the business directly. The portal not only reduces the administrative burden for business owners but also enhances transparency, allowing clients to manage their accounts and keep track of their financial interactions in real time.

Collaboration Tools

Moon Invoice includes Collaboration Tools that enable teams to work together on billing, invoicing, and financial tasks from different locations. Team members can assign roles, share access to invoices, update project billing details, and communicate about financial matters within the platform. These tools improve workflow efficiency, minimize errors caused by miscommunication, and allow businesses to maintain consistency and coordination, especially in remote or distributed work environments.

Contact Database

The Contact Database in Moon Invoice is a centralized feature that stores comprehensive details for all business contacts, including clients, vendors, and suppliers. It allows users to save and manage names, emails, addresses, tax IDs, and payment terms. By keeping all relevant data in one place, the system enhances operational efficiency, simplifies invoice creation, and supports accurate financial reporting, making it an essential tool for organized billing.

Contingency Billing

Contingency Billing in Moon Invoice supports businesses that charge clients only when specific outcomes or project goals are achieved. This feature is ideal for legal, consulting, or performance-based services where billing is conditional upon results. It provides flexible invoice generation tied to milestone completion or client approval, ensuring transparent, fair, and results-driven billing practices. This approach helps strengthen trust and accountability between service providers and their clients.

Custom Pricing Models

Moon Invoice enables Custom Pricing Models, allowing businesses to tailor pricing structures to suit different clients, projects, or service tiers. Users can define flat rates, hourly charges, volume discounts, or project-specific pricing, offering flexibility across diverse billing scenarios. This adaptability supports personalized customer engagement and allows businesses to accommodate unique financial agreements, making it easier to serve a wider range of clients without compromising accuracy or consistency.

Customer Portal

The Customer Portal in Moon Invoice offers a secure, interactive space where clients can independently view and manage their financial documents. Through this portal, customers can review invoices, track payments, accept or reject estimates, and submit queries, all without needing constant business intervention. This improves client satisfaction, reduces administrative overhead, and supports a seamless billing experience that encourages timely communication and faster payments.

Customizable Invoices

Moon Invoice’s Customizable Invoices feature empowers users to design invoices that align with their brand identity and business needs. It offers flexible templates, allowing modifications in layout, color schemes, logos, item details, and tax breakdowns. This ensures that each invoice is both professional and personalized. The feature also supports multiple languages and currencies, making it suitable for international clients and reinforcing a company’s professional image.

Dunning Management

Dunning Management in Moon Invoice automates the process of handling overdue payments by sending scheduled reminders and follow-ups to clients. Businesses can customize dunning messages, define the frequency and escalation of reminders, and track responses. This proactive system improves cash flow by reducing delays in collections and minimizing manual follow-up tasks, ensuring that clients are consistently reminded of their obligations in a professional and organized manner.

Expense Tracking

Moon Invoice’s Expense Tracking feature allows businesses to record and categorize all business-related expenses in one place. Whether it's office supplies, travel costs, or utility bills, users can attach receipts, assign expenses to projects, and generate detailed reports. This tool provides a clear overview of spending patterns, supports accurate profit analysis, and helps maintain financial discipline. Integration with invoicing ensures that reimbursable expenses can be billed directly to clients.

Hourly Billing

Hourly Billing in Moon Invoice is designed for professionals who charge based on time spent on a project or task. Users can log hours worked, assign them to specific clients or jobs, and automatically convert them into invoices. This feature ensures billing accuracy, eliminates manual time-tracking errors, and provides transparency to clients. It's especially useful for consultants, freelancers, and legal professionals who need to justify their charges with detailed time logs.

Inventory Overview

The Inventory Overview feature in Moon Invoice provides a real-time snapshot of available stock, item movements, and reorder levels. This allows businesses to track goods sold, monitor stock levels, and receive alerts for low inventory. By integrating inventory with invoicing, users can ensure accurate item-based billing and avoid overselling. This feature is vital for product-based businesses looking to align their sales, billing, and inventory operations seamlessly.

Invoice History

Invoice History in Moon Invoice provides a chronological view of all invoicing activity, including drafts, sent invoices, payments received, and overdue accounts. This comprehensive log helps users track invoice statuses, identify patterns, and generate performance reports. It ensures transparency by allowing businesses to see who viewed or paid invoices and when. The feature is essential for maintaining accurate records, auditing, and resolving client disputes efficiently.

Invoice

In Moon Invoice, an Invoice is a structured, professional document issued to clients detailing products or services rendered, quantities, prices, applicable taxes, and payment terms. The platform allows businesses to generate invoices quickly using templates, automate recurring billing, and include branding elements. Invoices can be sent electronically and tracked for payment status, making them essential tools for revenue generation, client communication, and financial record-keeping.