This cloud invoicing software is a SaaS-based platform purpose-built for small to mid-sized B2B businesses, offering a streamlined way to create, manage, and automate invoices—whether one-time or through a recurring invoice software model. Leveraging Microsoft Azure’s serverless architecture, the platform ensures high scalability, reduced infrastructure costs, and minimal maintenance overhead. Each business operates from its own secure subdomain, complete with a full-featured CRM for managing customers, invoices, payment agreements, and billing schedules. To ensure compliance and build trust, the platform enforces legally binding digital agreements before payment is processed, delivering a secure, unified experience that boosts efficiency and customer confidence.
Maintaining up-to-date payment statuses was a challenge due to the need for constant polling. Businesses lacked instant visibility into transactions, impacting financial planning and reducing overall operational efficiency.
Ensuring data consistency between the cloud invoicing software and FluidPay API was difficult, with delays causing discrepancies in customer records, payments, and invoice statuses across systems.
The absence of automated reminders for due or overdue invoices led to delayed collections and inconsistent cash flow, putting pressure on manual teams to follow up regularly.
Integrating an e-signature process that didn’t disrupt the user journey was essential. Redirects to external platforms created friction and reduced completion rates for agreements and payments.
There was no system in place to auto-generate agreements based on payment preferences. Manual contract handling slowed down onboarding and increased the risk of errors and non-compliance.
By leveraging automation, seamless integrations, and cloud invoicing software principles, we built a secure, scalable solution rooted in Azure serverless architecture and optimized serverless application development practices.
We integrated FluidPay webhooks to eliminate constant polling and instantly update invoice statuses, enabling businesses to track payments in real time and streamline cash flow operations more efficiently.
To reinforce trust and legal compliance, we created a custom e-signature module that prompts users to sign agreements before payment, then redirects them to FluidPay via iframe for a seamless transaction experience.
We ensured complete synchronization between our system and FluidPay using bi-directional APIs, maintaining consistent customer, payment, and invoice data through robust serverless application development practices.
Using Azure serverless architecture, we implemented Timer Triggers that dispatch invoice reminders daily through SendGrid and Twilio, ensuring consistent follow-ups and reducing manual workload significantly
A flexible builder allows businesses to create dynamic agreements based on payment types. These are signed digitally, stored securely, and automatically linked to invoices, reducing errors and improving onboarding.
Set flexible billing intervals for repeat clients. The platform auto-generates and dispatches invoices based on predefined schedules, making it easy to manage subscriptions and long-term payment cycles.
Digitally enforce legally binding agreements before payment processing, ensuring full compliance, greater customer trust, and protection for both parties without disrupting the payment flow.
Each business operates within a secure, dedicated portal under a unique subdomain, featuring its own CRM, settings, and branding, ensuring data isolation and platform scalability.
Businesses can use ready-made invoice themes or request customized versions with admin approval, ensuring consistent branding and professional presentation across all outgoing invoices.
Add, edit, and manage customer profiles with ease. View complete invoice histories, payment records, and agreements linked to individual customer accounts for seamless oversight.
Gain instant access to visual KPIs such as total invoices, overdue bills, active customers, and upcoming payments—helping businesses make informed decisions at a glance.
Integrated with SendGrid and Twilio, the platform automates invoice reminders, overdue alerts, and payment confirmations via email and SMS, keeping customers consistently informed.
Includes a Marketing Portal for business sign-up, Super Admin for approvals and platform management, and Business Admin Portal for daily invoicing and customer operations, ensuring complete workflow control.
React
Redux Toolkit
Azure DevOps
.NET Core
TypeScript
Automating recurring invoices and reminders eliminated 60–70% of manual billing processes, freeing teams to focus on strategic tasks and reducing operational fatigue in finance departments.
By enforcing agreement signing before payment, the system enhanced customer trust, legal protection, and transaction transparency—adding a vital compliance layer to every invoicing interaction.
Automated reminders and real-time invoice tracking led to faster payment cycles, helping businesses maintain healthier cash flow and reducing the time and effort spent on collections.
The multi-tenant SaaS structure supports easy onboarding of new businesses with dedicated environments, offering flexibility, brand control, and long-term scalability without compromising performance.
Accessible via web and mobile, the platform empowers businesses to manage billing anytime, anywhere, providing on-the-go control of their B2B invoicing software processes and customer interactions.
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Boost cash flow, cut manual work, and ensure secure payments with a scalable, multi-tenant SaaS invoicing platform built on Azure.
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