Automated Client Billing & Management
Easy Billing
In a few simple steps, create invoices for your clients from a sleek and easy-to-use interface.
Automated Billing
Add products, set up automated recurring invoices, and ensure you get paid on time, every time.
Growth Tracking
Track business growth and revenue, staying updated on your financial performance and making informed decisions.
Payment Tracker
Sort invoices, check payment status, and monitor revenue efficiently from one organized and streamlined place.
Refund Portal
Refund invoices right from the billing interface. Clients can also request refunds from your client portal.
Offline Payments
Collecting offline payments? Simply mark an invoice as paid and we'll balance the books through Stripe.
Customization & Automation Center. Tailor emails, invoices, and plans to your needs.
Plans & Subscriptions
Product Management
Add new products or services, or import existing ones from Stripe with ease.
Set Price
Add pricing details in your chosen currency quickly and efficiently.
Billing Cycle
Set plans to roll over daily, weekly, monthly, or yearly.
Billing Types
Set up one-time payments or configure recurring payment schedules.
Add Plans
Create tiered pricing plans for any of your products or services.
Invoices & Emails
Branding Boost
Dress to impress with your unique logo and branding.
Custom Fields
Add custom fields like VAT/GST number, work hours, and more.
Invoice Notes
Add notes to your invoices for internal use and reference.
Footer Notes
Include a personal touch with global or per-invoice footer notes.
Invoice Draft
Not ready to send? Save your invoice progress as a draft.
Custom Taxation
Set your own tax rates and add multiple to client invoices.
Invoice Preview
Check the look and accuracy of your invoice before sending.
Complete Stripe Integration
Stripe Integration for secure and seamless on-site card payments.
1Connect
Quickly link your Stripe account by following a few simple prompts.
2Import
Easily import your existing Stripe clients, products, and plans.
3Collect
Set up an on-site checkout your clients can use to pay securely.
We don’t store private card details. Private card info is securely stored by Stripe and adheres to the Payment Card Industry Data Security Standards (PCI DSS).
Client Portal. Customize & white label everything.
For your clients.
Billing portal
Make your billing portal stand out with your unique branding and style elements.
Stripe Account
Provide a simple & secure checkout process that your clients can easily use to pay.
Client Access
Customize your profile, contact info, viewing sites, reports, analytics, and more.
Support
Offer on-the-spot support via live chat widgets and helpful resource links.