Invoices and payments

Bill once or on a schedule, collect by card or bank and track every payment.

• Create an invoiceBuild a one-off invoice from scratch or from an approved quote, with line items, discounts, tax and payment options.
• Send an invoice and get paidEmail an invoice or share its link, see what your client sees when they pay by card or bank transfer, and set up reminders and auto-send.
• Processing feesUnderstand the platform and Stripe processing fees on online payments, choose who pays each one, and see exactly what your client is charged.
• Billing schedulesSet up recurring invoices for retainers and subscriptions, track payment plans, and pause, resume or edit any schedule.
• Auto-pay and saved cardsSave client payment methods, record auto-pay consent, charge a saved card with Process Payment, and handle failed payments.
• Record payments and refundsMark invoices paid when clients pay offline, undo a mistaken entry, cancel a pending bank payment and refund online payments.