• overview
  • features
  • FAQs

Focus on sales, increase revenue and get paid faster

Focus on your sales

Send, track and follow up your estimates, convert them into invoices and email them to your customers to get paid quickly.

Analyze your sales

Access key data using our dynamic and customizable reports and analyze your invoicing by product, customer, salesperson, etc.

Discover more about reports

Increase your revenue

Send automatic online invoices to clients and get paid online quickly. Manage recurring billings, and automated follow-ups.

Get paid faster

Offer various online payment options, e.g. PayPal, eWay, Paymate, Authorize.net, and Stripe. Provide offline options, such as cash, cheque, or bank deposit.

Explore all payment methods

Tame your taxes

Set up rules to calculate tax automatically in your invoice. Define where a rounding occurs to get accurate reports.

Collect down payments & deposits

Record retainer invoices for advance payments and invoice your customers once the transaction is complete.

Read all about taxes, discounts and shipping

Track Payments

Register received payments against your invoices. Enerpize supports partial payments or splitting payments across multiple invoices.

Automate your workflow

Save time and get paid faster with recurring invoices, and send automatic payment reminders to secure your cash flow.

Find out more about invoices management

Brand your invoice templates

Design your invoices to match your branding. Change invoice colors, upload logos and create invoices for multiple businesses in one account.

Adjust invoice layout

On each Invoice template, you can create your customer fields, show/hide fields and create your invoices with any language.

Discover more about invoices templates
Pre-filled invoice templates
Saved items and products
Email templates
Invoice preview
Automatic reminders
Attaching documents
Terms and conditions
Subscription tracking
Create estimates instantly
Follow up your estimates
Email billing
Accept payment online
Accept payment offline
Deposits and partial payment
Face-to-face credit card
Multi-currency
Invoice custom layout
Track stock
Barcode
Salespersons tracking
Reports
Support A4 and thermal printing
Shipping labels
Group prices

Pre-filled invoice templates

With just one click, you can load preset data into any invoice you create. Within seconds, you can have a brand new invoice ready to be sent to your client.

Saved items and products

Add many pre-defined products or services tagged with prices, taxes, and more. Create your invoice with ease and pick from saved items to make the process even faster.

Email templates

Customize your emails to suit different clients and payment processes and send messages with attached invoices at speed.

Invoice preview

Preview on-screen invoices before dispatching to clients. This allows you to edit or amend invoices before saving to the system or sending to clients without delay.

Automatic reminders

Create a series of simple payment requests and email reminders, which the system can send at a predetermined time.

Attaching documents

Upload files to your “document store” and with a single click, attach them to your estimate or invoice. Keep all documents related to a specific transaction in one place.

Terms and conditions

Upload “Terms & Conditions” documents that can be automatically attached to invoices or tailored for specific invoices or clients to acknowledge such terms.

Subscription tracking

Track ongoing subscriptions. View previous invoices and payments, future invoices and when they will be sent, reminders or documents already sent to the client.

Create estimates instantly

You can have “pre-filled” estimate templates, enclosing different products and services with taxes or discounts set. Use and tailor estimates anytime for any client.

Follow up your estimates

Turn an estimate into a printable document, create a direct link or email it to your clients who can view, approve and negotiate online. You can freely convert it to an invoice.

Email billing

If you wish, insert a secure online payment link within an invoice. Simplify how your clients manage their payments.

Accept payment online

Offer various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, Stripe, for simple and secure online transactions.

Accept payment offline

Give your clients the option to pay offline by cheque or direct bank deposit with an easy process to receive payments. Confirm and set any invoice as paid.

Deposits and partial payment

Whether being paid online or offline, you will be able to enter deposits and partial payments for an invoice. Manage clients accounts efficiently with payment logs.

Face-to-face credit card

Charge your clients in-store or face-to-face using a credit card payment. The money will go to your Stripe account, where you can transfer it to your bank account anytime.

Multi-currency

You can use multiple currencies and taxes. Set default currencies for specific clients, and invoices. Generate statements and reports related to each currency used.

Invoice custom layout

Help you create customized templates and a variety of visual designs you could use when sending an invoice to one of your customers.

Track stock

Give you an update about the current stock, and activate alarms in low stock when a critical level is reached. You should set minimum inventory levels in advance.

Barcode

Barcodes help you eliminate the possibility of human error. Errors made by entering manual data is significantly higher than that of barcodes.

Salespersons tracking

Keep a record of salespersons’ activities, actions, opportunities, calls, and emails. Salesforce tracking gives you an idea about your sales team performance per individual.

Reports

Allow you to communicate information which has been compiled as a result of research and analysis of data and issues. This brings insights and covers a wide range of topics.

Support A4 and thermal printing

Let you choose from a broad variety of material to print your business invoice on, such as A4 and thermal papers used in cashier receipts.

Shipping labels

Affixed to a package or containing an item where you only have to pay the shipping cost or any service you choose with signature confirmation.

Group prices

Insert a specific selling or buying price which could be charged or paid to a unique client or vendor who is having special price terms with your company.

Can I accept payments online?

Do I pay extra fees for other modules?

Can I generate a Profit & Loss report?

Can I import my data to the system?

Can I use different currencies?

Can I track my sales team activities?

x

Can I accept payments online?

Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any invoice as paid.

x

Do I pay extra fees for other modules?

No, all pricing plans offered by enerpize include all modules: accounting, payroll, operations, sales, CRM, and inventory. All module updates or new modules are free to integrate.

x

Can I generate a Profit & Loss report?

Yes, enerpize makes it easy to keep a close eye on the bottom line with Profit & Loss reports you can generate in seconds. Display your total revenue, expenses, and your net income. Choose your income from invoices and a date range to let our reports calculate your net profit. How much your business has spent versus. earned can be neatly displayed over your selected period of time.

x

Can I import my data to the system?

Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.

x

Can I use different currencies?

Yes, you can use multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports related to each currency used.

x

Can I track my sales team activities?

Yes, enerpize keeps record of salespersons activities, actions, opportunities, calls and emails. This gives you an idea about your sales team performance per individual.

Get organized, save time, grow bigger

Our custom solution architecture ensures complete real-time visibility into your invoicing streamlining and sales performance by seamlessly integrating with all enerpize modules:

  • Accounting
  • Inventory
  • Operations
  • HR
  • Sales
  • CRM

Ready to get started?
Create an account.

Why enerpize is your perfect business solution?

Free and Quick Support

Our customer support team is always ready to answer your questions, help you troubleshoot issues, improve your experience and increase satisfaction with our software.

Supported

Safe and Secure

Hosted on secure servers, using standard 256-bit SSL encryption and multiple security protection levels. With automatic backups your business data will always be safe.

Secure

Save Time and Effort

Enerpize’s responsive design and architecture ensure seamless, comprehensive, and real-time visibility from any device into your business performance.

Accessible

Personalized Experience

Create your own invoice layout from a whole range of templates, upload your logo, select the site colors of your brand, and adjust your personalized settings.

Customizable

Budget-Friendly

Enerpize offers a wide choice of packages to best suit every business from a completely free plan, to low annual subscription fees for heavy use, and no setup fees!

Affordable

Anytime and Anywhere

Enerpize’s system runs 24/7 on our secure servers and enables you and your clients to access your business data from anywhere, anytime and from any device.

Cloud

Free Updates

Enerpize has an ongoing free upgrading plan to add new features to your business management system. Any future update will always be free.

Updated

Simple & Advanced

No need to read manuals. Enerpize’s intuitive, user-friendly interface still operates with an impressive array of advanced tools that you can activate, or deactivate at any time.

Reliable

  • Supported
  • Secure
  • Accessible
  • Customizable
  • Affordable
  • Cloud
  • Updated
  • Reliable

Join our 60,000
happy users

Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.

get started for free