TopNotepad

TopNotepad

All-in-one software for managing small businesses

4.7/5 (76 reviews)

TopNotepad Overview

TopNotepad is a cloud-based business management solution for small businesses and freelancers which covers accounting, invoicing, quotes and estimates, customer relationship management (CRM), lead management, expense management, and more.

TopNotepad’s billing and invoicing tools allow users to create branded invoices, with the system automatically populating the relevant fields with the company address, logo, and terms & conditions once the invoice particulars are entered. Custom quotations and estimates can be created in a similar manner, and once approved by clients can be converted into invoices with a single click. Invoices can be sent out to clients, with attached documents or folders, and reminders can also be sent for unpaid invoices. Payments can be logged against invoices, and payment receipts generated and sent out to clients. The client list allows users to track all payments and invoices at the client level. Expenses can also be recorded, linked to specific invoices, grouped into custom categories, and receipts can be uploaded and stored for future reference.

The customer relationship management (CRM) and lead management capabilities of TopNotepad allow users to import leads from CSV files, and either automatically or manually allocate leads to their colleagues. Custom lead pipelines can be set up to reflect the company’s business model, and users can track lead distribution across the pipeline. Users can set reminders to ensure that leads are promptly followed up with, and the built-in dashboard gives an overview of team performance.

Pricing

Starting from
US$12,50/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, India, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

TopNotepad Reviews

Overall rating
4.7/5
96% positive reviews
59
Excellent
14
Very good
3
Average
0
Poor
0
Terrible
Loriana B.

This is the best Invoicing and accounting software I came across after trying 7 other tools

Used Daily for 1+ year
Reviewed on 2018/04/01
Review Source: Capterra

Pros

I have finally settled for this software. I have been trying multiple tools, taking trial of every possible tool out there before I found TopNotepad. It is the simplest of all. No accounting jargon, simple and clean software for business invoicing, quotation making and accounting.

Cons

Have not explored the software enough to do justice to this section. I am able to accomplish my tasks, no issues in that.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Trang H.

A simple to manage your business

Used Daily for Free Trial
Reviewed on 2018/12/16
Review Source: Capterra

Pros

I'm trying to find a tool to manage expense for projects in my team and I found this website. By using its trial version I can see the benefits that it brings to me. I can add more clients, estimate expense, manage involves, payments and refunds. I also can add and import products. This website comes with 2 categories: Sales and Purchases so you can make your business very clear. The accounting function also helps you with cash book and bank book. I believe the functions of this website are enough for you to manage your business. You can use the trial version before purchasing for a paid account.

Cons

I think it is good enough for me, so I have nothing to complaint.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Jean hazel S.

Affordable choice for managing my invoices.

Used Daily for 1+ year
Reviewed on 2018/06/12
Review Source: Capterra

Pros

Creating invoices in this application is easy, simple and intuitive. All my documents are safe and securely saved in my profile and I can access them wherever I go.

Cons

Maybe to develop some more 3rd party integrations. Tax calculations could be improved. Aside from that, there is nothing more to dislike about this software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Sarah E.

Awesome software: It just cannot get simpler than this!

Used Daily for 1-5 months
Reviewed on 2016/08/23
Review Source: Capterra

The only reason I promoted myself to online invoicing is because of TopNotepad. I used to bill my clients using a word template and it was a nightmare to search for archived invoices and track payments. TopNotepad is a solution for not just the problems I stated but also a solution for many more aspects of book keeping, which I could never come to terms with earlier. Now I am not only using this simple tool for invoicing but also log all my expenses on a daily basis and am in complete control of my finances.

Pros

As my title clearly says, it is super simple to use
- Filter options let us pull any invoice, expense item in just few clicks
- A click of a button and you can download the entire data in simple to understand, neat and well structured excel sheets

Cons

Can't thing of any, seriously.
Nope, still can't.

Response from Top Notepad

Thanks Sarah.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Elle M.

Our department has been using TopNotepad and it has helped organize our expenses

Used Weekly for 1+ year
Reviewed on 2019/03/23
Review Source: Capterra

Our department has been TopNotepad for just over a year. I initially used it for personal use, and then decided to give it a try at the agency. It has been very helpful for keeping expense records organized. It has saved time in managing and recording expenses, and it also gives reports that are useful for helping decide if expenses are too high, or which expenses are waiting to be paid. We will be continuing to use TopNotepad.

Pros

I like that it saves my department time in recording and managing expenses, ultimately making us more efficient and productive.

Cons

It takes a little time to learn how the system works, but I think that is because we are only using a subset of its large feature set, so it is not really a negative.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

TopNotepad Pricing

Starting from
US$12,50/month
Pricing options
Free Trial
Free
Subscription
Value for money

Free - 1 user, limited to 5 estimates, invoices, expenses, clients & leads.

Pond - 1 user: $12.50/month or $120/year

Lake - 5 users: $25/month or $240/year

TopNotepad Features

  • Billing & Invoicing
  • Data Import/Export
  • Expense Tracking
  • Invoice Management

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Electronic Payments
  • Financial Analysis
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for TopNotepad

Key features of TopNotepad

  • Automated reminders
  • Balance sheet
  • Cash book
  • Client list
  • Custom expense categories
  • Custom lead pipelines
  • Customer relationship management (CRM)
  • Data export to PDF & Excel
  • Email integration
  • Estimate & quote creation
  • Expense assignment
  • Expense dashboard
  • Expense management
  • File attachments
  • Invoice & payment summary
  • Invoice dashboard
  • Invoicing
  • Lead allocation
  • Lead import
  • Lead management
  • Payment gateway integration
  • Payment logging
  • Profit & loss statement
  • Receipt upload

Benefits

  • TopNotepad automatically populates the company logo, address, and terms & conditions in the relevant fields of invoices, allowing users to create custom invoices with minimal data entry.

  • Expenses can be logged and assigned to invoices, grouped into custom categories, and apportioned to different branches.

  • Lead data can be imported from CSV files, and once leads are uploaded into the system users can manually or automatically allocate them between colleagues, set follow-up reminders, and more.

  • A balance sheet, profit and loss statement, and cash book are built into the system, allowing users to manage their business’ accounting needs.

  • Quotations and estimates can be created and sent out to clients, and converted into invoices once approved by the client.

  • TopNotepad FAQs

    Below are some frequently asked questions for TopNotepad.

    Q. What type of pricing plans does TopNotepad offer?

    TopNotepad offers the following pricing plans:

    Starting from: US$12,50/month

    Pricing model: Free, Subscription

    Free Trial: Not Available

    Free - 1 user, limited to 5 estimates, invoices, expenses, clients & leads.

    Pond - 1 user: $12.50/month or $120/year

    Lake - 5 users: $25/month or $240/year

    Q. What are the main features of TopNotepad?

    TopNotepad offers the following features:

    • Automated reminders
    • Balance sheet
    • Cash book
    • Client list
    • Custom expense categories
    • Custom lead pipelines
    • Customer relationship management (CRM)
    • Data export to PDF & Excel
    • Email integration
    • Estimate & quote creation
    • Expense assignment
    • Expense dashboard
    • Expense management
    • File attachments
    • Invoice & payment summary
    • Invoice dashboard
    • Invoicing
    • Lead allocation
    • Lead import
    • Lead management
    • Payment gateway integration
    • Payment logging
    • Profit & loss statement
    • Receipt upload

    Q. Who are the typical users of TopNotepad?

    TopNotepad has the following typical customers:

    Freelancers, Small Business

    Q. What languages does TopNotepad support?

    TopNotepad supports the following languages:

    English

    Q. What type of pricing plans does TopNotepad offer?

    TopNotepad has the following pricing plans:

    Free, Subscription

    Q. Does TopNotepad support mobile devices?

    We do not have any information about what devices TopNotepad supports

    Q. What other apps does TopNotepad integrate with?

    We do not have any information about what integrations TopNotepad has

    Q. What level of support does TopNotepad offer?

    TopNotepad offers the following support options:

    FAQs, Online Support, Video Tutorials