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Invoicing & Billing

From line item to paid, without leaving the platform.

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Invoicing & Billing overview
Invoicing & Billing overview
Invoicing & Billing detail view
Invoicing & Billing detail view

What's included

Full invoice builder with line items and one-click PDF generation.

Email an invoice directly to the customer, PDF attached (optional).

Void or replace an invoice

Void it outright, or replace it with a credit-and-rebill.

Record payments manually or charge a card through an integrated payment gateway (Square, live today; the driver architecture supports adding more without touching the rest of the app).

Refunds and credit memos

Handle corrections without touching the original invoice record.

A signed, no-login public invoice link customers can open to view and pay online.

Automatic receipt emails the moment a payment lands.

Configurable tax rates and payment types.

Generate invoices straight from unbilled ticket time or from a contract.

Bulk delete, plus tenant-wide defaults for due-date terms and billing-period alignment.

See Invoicing & Billing running in your own instance

Pick a plan and get started — every plan includes the full platform.

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