Invoicing & payments

Get paid faster, with less chasing

A worklist shows every completed job that hasn't been invoiced yet. Invoices and statements go out as branded PDFs, clients pay online by card or PayPal, and payments are recorded automatically. Overdue invoices move through a staged chase, and AI helps match the money in your bank to the invoices it pays.

Highlights

Nothing left uninvoiced

A live list of completed jobs waiting for an invoice, with one-click invoice creation.

Online payments

Clients pay quotes and invoices by card through Stripe or by PayPal, and the payment is recorded against the invoice automatically.

Staged, polite chasing

A chase worklist with a template for each stage, plus snooze and hold, so every overdue invoice is followed up once, at the right time.

AI bank reconciliation

Import your bank statement and get suggestions for which invoices each payment settles, including one payment that covers several invoices.

Included

What's in invoicing & payments

Included on every plan, with no add-ons to buy.

  • Client statements by company or contact, as PDF
  • Multiple currencies and tax (VAT) handling
  • One Stripe payment split across several invoices
  • Receipts against already-paid invoices kept out of your totals
  • Invoice and receipt emails from your own templates
  • Payment status visible to clients in their portal

Give your team its time back

Start a 30-day free trial with every feature, or let us show you around first. No credit card needed.

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