Feature List

Multiple Businesses — Run all of your businesses in a single app. Switch the active business right in the toolbar!

Per-Client Defaults — Bill clients at different rates, collect taxes for some and not others.

Sync Changes with AddressBook — Optionally link businesses and clients to AddressBook cards and keep your contact information in up-to-date.

Track your tasks and time — Use the per-client to do list to track what you are doing for each client. Use the built-in stopwatch to record your time. Make an invoice from timed to dos with a single click.

Flexible Invoice Line Item Types — Create invoices from scratch mixing line item types to meet your needs: fixed cost, time-based calculations, product & quantity calculations, or travel-based calculations.

Line Item Blueprints — Store reoccurring product and services as line item blueprints and use those blueprints to create invoices even faster!

Invoice as Estimate — Change an invoice status to “Estimate” to give prospective clients a professional bid. Changeover to “Invoice” when you get the job.

Publish Options — When you are ready to send the invoice use one of the many built-in publishing options including: one button E-mail and printing as well as saving the PDF to disk.

HTML-based Templates — ProfitTrain uses an HTML-based template system to produce our PDFs. If you need to edit the layout of the invoice you can create a custom invoice template.

Customize Invoice Labels — We say “invoice”, you say “purchase order”; Edit the labels used on invoices right in the Business Editor. No need to touch the HTML template bundles. Very useful if you want to invoice your clients in a language other than English!

Record Full or Partial Payments — When you receive payment for your invoice, simply locate the invoice in the system and hit Add Payment. You can record full or partial payments and the invoice will show updated totals.

Per-Client Balance Sheet — Using the workflow of publishing invoices and recording payments ProfitTrain will maintain a balance sheet for each client. If needed you can manually add transactions to balance the books.

Invoice Expenses to Clients — Assign an invoice line item with an appropriate expense category and pass on those tax deductible expenses to the client. Expenses show up in a separate table on the invoice and are recorded in ProfitTrain’s own expense system when the invoice is published to the client.

Track Business Expenses — Record your business expenses and find out where you money is going.

Built-in Reports — ProfitTrain comes with a growing list of built-in reports to track income and expenses over time as well as unpaid invoices. If you want to do more exotic calculations…

Export as Comma Separated Value — Export all of ProfitTrain’s data to CSV format. Great for opening up in Numbers or Excel to do your own custom charting or calculations.