Invoicing & payments
Send it once. It collects itself.
Split any invoice into deposits, instalments or milestones. Auto-pay charges the card on file, reminders chase what's left, and every payment lands in your own Stripe account.
01Payment schedules
Any amount, any order, any trigger.
A schedule is just labelled payments — a deposit due now, instalments on dates, a balance on delivery. You set the labels; the invoice enforces the rest.
01 / Schedule builder
Four ways a payment comes due
Every payment in a schedule gets a label, an amount and one of four due rules:
- Immediately — the deposit that starts the project
- On a fixed calendar date
- Relative — 21 days after the previous payment
- On a milestone you mark complete
02 / Milestones
Billed when the work is done
Mark a phase complete and the payment request goes out by email. Clients who want to pay ahead can settle future milestones early — or clear the whole balance.
03 / Relative dates
A timeline that starts when they pay
“21 days after the deposit” becomes a real date the moment the deposit clears. Projects that start when the client pays get a schedule that does the same.
02Recurring & auto-pay
Retainers on rails.
04 / Recurring invoices
Weekly to yearly, or every N days
Each cycle generates a real invoice — payable, trackable, refundable on its own. Run it until cancelled, for a fixed number of cycles or until a date, with the first invoice prorated so mid-month starts align. Pause and resume anytime.
05 / Auto-pay
Optional, required, or off
Per invoice, you decide whether auto-pay is offered, required for the schedule, or hidden. Failed charges retry on a clock and stop after three attempts — escalated to you, never retried forever.
06 / Proration
Mid-month starts, clean books
Start that retainer on the 19th and the first invoice covers exactly the days until the cycle turns — 10 of 28 days, $1,500.00, to the cent, on precise decimal arithmetic rather than floats. Four ways to handle the first invoice:
- Prorated — real calendar days, or a flat 30-day basis
- Full amount, cycle alignment only
- A custom first amount you set
- Skip it — first bill lands on the next cycle date
03The invoice itself
Built to be said yes to.
Grouped line items, optional add-ons the client can toggle, credits and discounts that do their own arithmetic.
07 / Line items
Optional items, honest totals
Group line items into sections with their own subtotals. Mark items optional and the client toggles them before paying — the total updates, and the record keeps what they chose.
08 / Incentives & feesComing soon
Carrot, stick, both or neither
Add an early-payment discount, a late fee after a grace period you set, or nothing at all — configured per invoice, not platform-wide.
09 / CreditsComing soon
A balance that remembers
Overpayments, partial refunds and goodwill land as credit on the contact and apply to the next invoice — automatically, if you want.
04Reminders
The follow-up you never send.
10 / Reminders
Polite, scheduled, relentless
Pick which notices go out and when — before the due date, on it, and after a grace period you control. And an invoice flips to overdue at your client's local midnight, not the server's, so nothing goes overdue at lunch. For sequences with conditions, hand it to the automation builder.
05Billing dashboard
The money, in one place.
11 / Billing
Documents track the work. Billing tracks the cash.
Every invoice, schedule, milestone and payment on one page — separate from the document workflow.
- Outstanding, due this week and overdue at a glance
- Schedule progress per invoice
- Recurring subscriptions with pause and cancel
- Full payment history — card, cash, check and wire
Record offline payments alongside card payments — one history, one receipt, mixed sources on the same invoice.
Back to the original payment method through Stripe. Statuses and balances update themselves.
If a charge exceeds the balance due, the excess is refunded automatically — never silently kept.
Overdue is measured against the client's calendar day, wherever they are.
“The deposit hits before the kickoff call. Nobody here has written a payment reminder since March.”
The last invoice you chase.
Schedules, auto-pay and reminders on every plan — under your brand, straight to your Stripe.
Flat price. No usage charges. Ever.