ZenLivo – Clients & Invoices

ZenLivo is the client management app for freelancers, practices and small teams. Record clients, schedule appointments, create invoices with Swiss QR and track payments – in one app for Mac, iPad and iPhone. Fully usable offline, with no account and no servers of our own: your data stays on your device. CLIENTS • Client details, contact history, notes and tags • Timeline with all of a client's appointments, invoices, payments and documents • Client dossier: store and search contracts, findings and photos • GDPR data access report per client as a PDF APPOINTMENTS • Single and recurring appointments, assign staff • Double bookings are detected • Sync with your calendar, plus reminders • Appointment confirmation and reminder by email, in your client's language INVOICES • Professional PDF invoices with Swiss QR, EPC-QR (SEPA) or FatturaPA • From completed appointments, as collective or recurring invoices • Service catalogue, discounts, credit notes and cancellations • Partial payments, three dunning levels with fees • Multiple currencies, VAT for twelve countries REPORTS • Revenue by date of payment, client and appointment statistics • VAT and dunning report • Export as PDF, Excel or CSV PRIVACY AND SECURITY • All data stored locally on your device, no tracking, no ads • App lock with PIN, Face ID or Touch ID • Optional sync between your devices via your own iCloud • Full backup as a ZIP INTERNATIONAL • Six languages: Deutsch, English, Français, Italiano, Español, Nederlands • Tax rates and invoice formats for Switzerland, Germany, Austria, France, Italy, Spain, the Netherlands, Belgium, the United Kingdom, the USA, Canada and Australia • Three design styles: Aurora, SoftCloud and Nebula TRIAL PERIOD AND SUBSCRIPTION ZenLivo can be tried free for 10 days – with no purchase and no sign-up: up to 10 clients, appointments and up to 5 invoices as samples. For unlimited clients, ready-to-send invoices, dunning, reports, export, client dossier and iCloud sync, there is a monthly or yearly subscription. After the trial period, your data is preserved and you can continue to view, edit and back it up. The subscription is charged to your Apple Account and renews automatically unless you cancel it at least 24 hours before the end of the current period. You can manage and cancel it in your Apple Account settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.zenlivo.ch/en/privacy.html