Business management
Manage customers, projects and tasks in one place.
Overview
Discover features
FlowBill combines customer management, projects, tasks, time tracking, invoicing with Swiss QR-Bill, dashboard and the upcoming financial module in a modern cloud platform. Discover each feature in detail.
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Time & services
Track time, catalog services and materials.
Billing
Quotes, invoices, QR-Bill, payments and open items.
- QuotesProfessional quotes with PDF export and conversion to project. Quote items can be adopted into invoices.Learn more
- InvoicingProfessional invoices with line item groups.Learn more
- QR-BillQR code and validation according to Swiss standard.Learn more
- Payments & open itemsRecord payments and keep track.Learn more
Analytics
Overview with widgets, reports and statistics.
Details
Modules in detail
Expandable overview of all modules.
Customer management
Create customers with company name, address and multiple contacts. Full-text search, filtering and sorting. Customer-specific projects and invoices.
Learn more →Project management
Assign projects to a customer, with tabs for overview, tasks, time tracking and invoices. Archive and reactivate.
Learn more →Tasks
Kanban board with 4 columns, drag & drop, assignees, priorities and due dates. Start the timer directly from the card. From Starter.
Learn more →Time tracking
Manual time tracking or live timer. Project and task reference, billable flag, filter and summary per day/week/month.
Learn more →Services & materials
Service catalog with code, price, unit and VAT. Multilingual titles and descriptions for effective invoicing. Materials and articles for invoices.
Learn more →Quotes
Professional quotes with line items, default texts and PDF export. Convert accepted quotes directly into projects with tasks. Quote line items can be adopted into invoices for fixed-price projects. From Starter.
Learn more →Invoicing
Invoices with line item groups, automatic VAT calculation, status workflow, QR-Bill and PDF export. Recurring invoices from Starter.
Learn more →Dashboard & widgets
Customizable dashboard with drag & drop. Widgets for time, customers, projects, invoices and tasks. Customizable from Starter.
Learn more →Financial module
Accounts, transactions, purchases, suppliers, financial reports and fiscal years. From Business plan. Coming Soon.
Learn more →Coming soon
Financial module
The largest planned extension of FlowBill – exclusive in the Business plan.
Fiscal years, account management, transactions, suppliers, purchases, recurring purchases, financial reports, financial dashboard widgets and a setup wizard.
More about the financial module →Ready to try FlowBill?
Start for free and discover all features in the Free plan.