Vcita - Online Invoicing

Vcita Review

flag Simple invoicing platform for small businesses
  • Process customer payments in 1-click
  • Integrates seamlessly with most software
  • Never miss a payment with automated reminders
  • Offer your clients multiple payment options
Support
8 /10
Good for
Maximizing tax deductions
Trial/Demo
14-Day Free Trial
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  • author: Gerald Stein
  • 02.12.18
  • Comments

Rating

  • "Price"
    9 /10
  • "Features"
    8 /10
  • "Ease of Use"
    8 /10
  • "Help and Support"
    8 /10

Overview

Vcita is a comprehensive business management solution, which is a great fit for small to medium sized businesses and professionals like accountants, freelancers and consultants etc. It has futuristic invoicing and billing features which can give a user the financial peace of mind that they always craved but could never get.

Plans & Pricing

Vcita offers a number of subscription plans for teams and businesses of all sizes. They currently offer the following subscriptions:

Essentials

This package costs $29 per month if you choose a monthly subscription or $19 per month if you go for an annual billing plan. The online scheduling plan can be added for an additional $15 per month. With it, you get online appointment booking, event and class registration as well as online invoicing and payment features. It supports up to 1,000 clients and includes email support.

Business

The subscription most suited to the needs of emerging businesses – the ‘Business’ Package costs $59 per month on a monthly payment plan and $45 per month on an annual one. All the features of the essentials package are included along with 3rd party integrations, SMS reminders, multi-staff and team calendar, email and SMS marketing and coupons. It also comes with 2 staff members and you can add an additional staff member for $15. It supports up to 5,000 clients, includes email and phone support as well as a free onboarding session.

Platinum

The ‘Platinum’ package is perfect for established businesses and costs $99 per month if you go for a monthly payment subscription and $75 per month if you go for an annual plan. It comes with 5 staff and you can additional members for 15$/person. All the business plan features are included along with custom client notifications, client routing automation, permissions and staff roles. You can manage unlimited clients, get priority support and benefit from a free onboarding session.

Platinum 10 & Platinum 20

Dedicated to creating packages for all team sizes, vCita recently added two new plans for larger teams. Platinum 10 gives you up to 10 staff logins for $117/month (when billed annually), and Platinum 20 gives you up to 20 staff logins for $196/month (when billed annually). In addition, Platinum 20 subscribers get a dedicated account manager.

 

The essentials, business and platinum packages can all be tried out for 14 days via the free trial prior to the purchase. vCita combines a lot of beneficial business management features and yet it doesn’t charge steep rates which indicate the prevalence of a consumer-friendly pricing policy.

Essentials
$19/month
Business
$45/month
Platinum
$75/month
Platinum 10
$117/month
Platinum 20
$196/month

Features & Functionality

Efficient Client Management

Managing clients on vCita is a very simple and efficient affair. You can add a client directly from the application or invite them via email or import using Google Contacts or an EXCEL or CSV file. You can view clients in sorted lists (according to first name, last name, creation date etc.) and can also filter through them based on address, phone, email, last or first name.

Coupon Creation and Attachment

vCita allows businesses to create online coupons that can be used to issue discounts, reward long-term clients or promote new services. These coupons can be managed with invoices, estimates and receivables with ease.

Estimate Management

vCita offers intuitive estimate management features which let you dispatch estimates to your clients within a matter of seconds. You can attach multiple items in estimates and can add customized notes in the footer as well.

Automated Payment Reminders

You can select whether you want to remind yourself or your client whenever a payment is overdue. The reminder can be set for customizable times after the deadline gets exceeded and in case you want your client to be reminded, you can also customize the message that should be sent to them. By making a single additional click, you can also dispatch the client a text message along with the email.

Balance and Payment History Tracking

You can associate tags with a client or see all the appointments that you might have scheduled with them or see their payment history at any time. Any and all estimates and invoices sent to them can be reconciled at a later time and you can also go through previously carried out conversations.

Central Dashboard

The main dashboard of the application provides a holistic financial overview of everything going on within your business ecosystem. Whether you want to see all your open estimates, past due payments or what your calendar for the next month looks like, all can be done from the dashboard.

Add-Ons and Integrations

Get the most out of your business tools: vCita integrates seamlessly with Wix, Weebly, Facebook, Webhooks, WordPress, Drupal, Gmail, Google Calendar, Constant Contact, Mailchimp, PayPal, Stripe, Zapier and Quickbooks.

Ease of use

To say that Vcita is incredibly easy to use would be an understatement. Most business management and billing applications have functional but cumbersome interfaces which makes it a huge challenge to get acquainted with, but VCita sets the bar high on the usability front. Even novices should encounter no learning curve while using the application as it’s very responsive and toggling between screens happens very seamlessly. As it’s cloud based, setting it up is very straightforward as well and you can get started within moments.

Pros & Cons

  • Easy to use
  • Futuristic estimate management features
  • Automated payment reminders
  • Able to track payment history and/or balances of clients
  • Phone support only available to business and platinum package customers

Customer support

The company offers phone support to business and platinum package subscribers but email support is available to all the customers. They don’t have a ticketing service per se but you can still submit categorized help requests. There is a FAQ section available on the company website along with a frequently-updated blog which can come in handy for the information seekers. The response time of the support is dependent on the type of subscribed package.

  • Phone Support
    Phone support is only offered to ‘Business’ and ‘Platinum Package’ customers.
  • Email
    Clients can read the company via email.
  • Video Tutorials
    There are plenty of video tutorials available online.
  • FAQ
    An informative FAQ section can be found on the company’s website.
  • Community Forum
    The company maintains a community forum on Facebook.
  • Blog
    There is an active blog which can be accessed from the company website.

Final Word

vCita offers a variety of business management and invoicing features that make it a top choice for small to medium sized businesses and other professionals like counselors, trainers and consultants etc. You can manage your clients, your invoices and your payments with ease via the user-friendly interface and can set up automated late payment reminders as well.

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gerald
Gerald Stein
author

Gerald holds an honors degree in finance and with many years of experience helping small businesses gain capital for their start-ups makes for the perfect contributing writer to the Top 5 Accounting Software.

This review is based on the writer's personal opinion.

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Questions & Answers

Guest
Dino

Are you located in the USA?
I have 60 plus clients and growing.
I’m interested in Invoicing and light bookkeeping.

Guest
Amy Albertson

Hi Dino, Vcita would be more than happy to help get you set up with invoicing and bookkeeping. You can get in touch with them here: https://out.top5onlineinvoicing.com/track/click/?pid=5b0fb038d089b8685e069ce4&page=vcita&action=r-header-btn&internal=true

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