Features - Cazny

Clients, projects, and billing

Clients and agreements

Keep contact and billing details together. Set a follow-up date, import existing clients, and reuse their details when you start new work.

Write proposals, contracts, and NDAs and share them with the client.

Projects and timesheets

Organise projects with tasks, milestones, and files. Set priorities and due dates, use a Kanban board, or plan your week in the calendar.

Record billable and non-billable time against tasks and projects. Share timesheets so clients can see the time spent.

Invoices and payments

Create invoices using saved client details. Choose recipients, edit the email, and send it from Cazny. A record of email attempts stays with each invoice.

Record payments and see outstanding or overdue balances by client or project, with currencies kept separate. Set reminders before or after an invoice is due.

Radar and follow-ups

Set next actions and follow-up dates on clients and projects. Radar brings those together with tasks, project deadlines, and invoices that need attention.

It also shows unfinished tasks, idle projects, and invoice drafts you haven’t sent.

Saved details and customisation

Reusable invoice emails

Save email templates that fill in client and invoice details automatically. Direct replies to your billing inbox.

Invoice defaults

Choose invoice numbering, save payment instructions, and reuse your defaults on new invoices.

Custom fields and archives

Add fields for the details you need. Search your records and archive finished work while keeping its history.

Included with Pro

Your email provider

Send invoices and automatic reminders through Gmail or your own SMTP provider.

Client portal

Invite clients to view shared work and account activity in their own portal.

Google Calendar

Sync planned tasks to a dedicated Google Calendar. Schedule whole days or time blocks; changes sync in both directions.

Export your data

Download your records and uploaded files from Profile whenever you need a copy, on Free or Pro. The ZIP includes CSV files for spreadsheets, JSON with the original record relationships, readable document text, and uploaded project and task files. Archived contacts and projects are included.

What you can do with Cazny.