📘 MyBook
Client Billing, Invoicing & Payment Tracking
Dashboard

About MyBook

MyBook is a lightweight client billing, invoicing, payment tracking, and business profile system built for freelancers, consultants, service providers, salons, small businesses, and local operators who need a simple way to manage billing without the complexity of full accounting software.

The system focuses on practical day-to-day business tasks: client management, invoice sharing, payment tracking, carry-forward balances, communication notes, and a public-facing business BioLink page. It is designed to be mobile-friendly, quick to learn, and efficient for real-world use.

Design Philosophy: MyBook is intentionally lightweight, clear, and mobile-first. It supports essential billing and client workflows while avoiding the heavy setup and complexity of traditional accounting platforms.

Currently Available

📋 Client Management LIVE

  • Client code
  • Full name
  • Phone and email
  • Address details
  • Category assignment
  • Status control: Active, Inactive, Suspended, Archived
  • Internal notes and profile comments

💰 Flexible Billing Types LIVE

  • Monthly billing
  • Yearly billing
  • One-time billing
Each client can have independent billing rules and charge timing.

📆 Carry Forward Balance Logic LIVE

Unpaid balances can automatically carry into the next billing period, making overdue accounts easier to track and follow up.

💳 Payment Tracking LIVE

  • Track payments by month and year
  • Monitor full and partial payments
  • Display remaining balances clearly
  • Maintain period-based payment history

📝 Quick Client Notes LIVE

Keep dated notes for reminders, service follow-ups, payment discussions, or client communication history.

🔗 Secure Public Invoice Links LIVE

Invoices can be shared through secure public links so clients can review:
  • Invoice amount
  • Carry-forward balance
  • Payments received
  • Remaining balance
  • Terms and notes
Optional access code protection can also be enabled.

✉️ Smart Email Invoice Delivery NEW

Invoices can be delivered through secure email links rather than attachments. The email may include:
  • Direct invoice viewing link
  • Optional access code
  • Business profile / BioLink page
  • Quick balance review access
This improves convenience while keeping invoice access simple and secure.

🔎 Invoice Verification Links NEW

Public invoice verification helps clients confirm that an invoice was generated directly from the platform, improving trust, transparency, and business credibility.

🌐 Public Business BioLink Page NEW

Each business can have a simple public-facing BioLink page that works like a lightweight mini website. This page may include:
  • Business name and logo
  • Phone and email
  • Address
  • Website link
  • Booking / appointment link
  • Instagram, Facebook, TikTok and WhatsApp
  • Embedded Google Map
  • QR code for quick mobile access
This gives businesses a professional online presence even without a full website.

🖼️ Business Gallery Display NEW

The public BioLink page can display a small swipeable image gallery, useful for salons, beauty services, creatives, and local businesses that want to showcase work visually.

📍 Google Maps Location & Directions NEW

Businesses can display a Google Maps link or embedded map so visitors can:
  • Open the location in Google Maps
  • Get directions quickly
  • Call the business
  • Email the business
  • Visit the website

🕒 Business Hours Display NEW

Businesses can configure opening and closing hours by day. The public page can display today's hours first, with the remaining weekly schedule available in a compact dropdown style.

🌍 Multi-Language Invoice Support NEW

Invoices can be presented in multiple languages as needed. Supported languages include:
  • English
  • Spanish
  • French
Language may be selected by the administrator or requested by the client.

📄 Printable Invoice View LIVE

Invoices can be printed or saved as PDF directly from the browser.

📊 Dashboard & Filtering LIVE

Dashboard overview includes:
  • Total due
  • Total collected
  • Outstanding balances
  • Monthly summaries
  • Status filters
  • Category filters
  • Quick search and client review workflows

👤 Multi-User Access LIVE

User roles include:
  • Admin
  • Agent
  • User

📱 Lightweight & Mobile Friendly LIVE

MyBook is designed to work smoothly on desktop, tablet, and mobile devices, including real-world use on phones for settings, invoice review, and quick client actions.

What Makes MyBook Different

✅ Practical instead of heavy

MyBook focuses on essential billing and client tasks rather than full accounting complexity.

✅ Better for small operators

Ideal for freelancers, salons, consultants, and service providers who need simplicity and speed.

✅ Public + private workflow

It combines internal billing operations with a shareable public-facing business page.

✅ Mobile-first setup

Important settings, hours, business profile, and social presence can be managed from a phone.

Future Roadmap

📬 Automated Notifications PLANNED

Possible future features include:
  • Payment reminders
  • Thank-you messages after payment
  • Invoice follow-up notifications
  • Simple automated client communication

📈 Advanced Financial Reports PLANNED

Possible future reporting tools may include:
  • Detailed financial summaries
  • Professional export formats
  • Period-based analysis
  • Improved collection reporting

🏢 Expanded SaaS Workspace Mode PLANNED

Future versions may support more structured SaaS deployments with cleaner workspace separation for each business.

📲 More Public Business Tools PLANNED

Possible enhancements may include richer business profile presentation, improved public verification pages, additional contact tools, and stronger online presence features.

Scope

⚠️ What MyBook Is Not

MyBook is not intended to replace full accounting platforms such as QuickBooks. It focuses on practical billing workflows, invoice sharing, balance tracking, client communication history, and simple public business presence.

MyBook System • 2026
By Akint Group
Single-Tenant SaaS Billing Platform