Invoicing & Billing
Send invoices, collect payments, track everything
Core Modules
Invoices, payments, billing, and templates
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Statements & Invoices
Create and send invoices with Stripe payment links for instant collection
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Payments & Ledger
Complete financial ledger tracking all money in and out
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Billing Schedules
Set up recurring and one-time billing with automatic invoice generation
📋
Templates & Drafts
Save time with reusable templates and work on drafts before sending
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Create and send invoices with Stripe payment links for instant collection
- ✓Invoice types like services, lodging rentals, and product rentals
- ✓Send invoices via email with Stripe payment links
+3 more...💳
Complete financial ledger tracking all money in and out
- ✓A unified ledger tracking payments, credits, refunds, income, expenses, and transfers
- ✓Payments link to invoices with automatic balance updates
+3 more...🔄
Set up recurring and one-time billing with automatic invoice generation
- ✓Recurring schedules: weekly, monthly, quarterly, annually
- ✓One-time billing for single charges
+3 more...📋
Save time with reusable templates and work on drafts before sending
- ✓Create invoice templates for common billing scenarios
- ✓Save drafts to finish later
+3 more...Management Features
Self-service, metrics, and search
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Customer Self-Service
Customers view invoices, pay online, and manage their billing
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Metrics Dashboard
Track revenue, collections, and outstanding balances at a glance
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Credits & Refunds
Handle credits, refunds, and returns with full tracking
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Search & Filter
Find any invoice or transaction with search and filters
Customers view invoices, pay online, and manage their billing
•Customer portal shows all invoices and payment history
•Pay invoices online with Stripe
+3 more...Track revenue, collections, and outstanding balances at a glance
•Total revenue across all invoice types
•Collected vs outstanding amounts
+3 more...Handle credits, refunds, and returns with full tracking
•Apply credits to customer accounts
•Process refunds via Stripe
+3 more...Find any invoice or transaction with search and filters
•Search by invoice number, customer, or amount
•Filter by status: draft, pending, paid, overdue
+3 more...Complete Feature Set
Everything included in the invoicing module
✓Create invoices for services, rentals, and products
✓Send invoices with Stripe payment links
✓Track payments in unified financial ledger
✓Set up recurring billing schedules
✓Customer autopay enrollment
✓Apply credits and process refunds
✓Save templates and work on drafts
✓Customer self-service billing portal
Included in the platform
Full invoicing and billing. Unlimited invoices, payments, and customers.