WeBill365

KOSIGN

About this app

This app provides a powerful and intuitive solution for managing your billing, deposits, and customer information all in one place. The dashboard gives you a clear overview of paid and unpaid bills, making it easy to track your financial status at a glance. You can access detailed bill information, apply advanced filters by bill number, customer name, issued date, or status, and create multiple types of bills, including one-time, recurring, scheduled, and drafts. The system also supports stackable discounts, bill approvals or rejections, delivery information updates, and convenient organization through customizable folders. Bills can be marked as paid, matched with deposits—including partial matching—copied, resent, or closed. Bill and receipt templates are also available for viewing.

Managing deposits is equally simple with deposit lists, detailed views, and filters by remark, memo, bill reference, date, bank account, or status. You can match deposits to bills with full or partial payments, or take advantage of automated scraping and auto-matching to speed up your workflow.

Customer management is fully integrated. You can view customer profiles, filter them by name, tax ID, or mobile number, and create or edit customer records. Each customer includes a bill list, and new bills can be generated directly for them. Customer groups are also supported, with the ability to create, edit, delete, and assign customers to groups.

Stay informed with real-time notifications whenever a new pending approval bill is issued, a bill is approved or rejected, a bill becomes in progress or overdue, a scheduled bill activates, a bill is closed, or a bill is paid—whether manually marked or automatically matched.

This app delivers a complete billing ecosystem designed for efficiency, accuracy, and ease of use, helping businesses streamline operations and stay on top of their finances effortlessly.

What’s new

New: You can now create items directly on mobile, making it faster to add products or services on the go.

Bug fixes & performance improvements.