Invoices and payments linked to every client
Create invoices for engagements and monthly plans, collect payments online and see who owes what, without switching tools.
$57.60 per user / year
What Billing & Payments does
Invoices
One-off and recurring invoices from your service list.
Taxes
Add the taxes that apply, such as VAT, GST or sales tax.
Payment links
Clients pay online from the invoice email.
Payment reminders
Polite reminders for overdue invoices.
Revenue view
Billed, paid and outstanding by client and service.
Secure records
Payment history kept with the client record.
Where firms get value first
- Bill monthly bookkeeping clients
- Collect tax-prep fees before filing
- Chase overdue invoices automatically
Firms that use Billing & Payments
Questions about Billing & Payments
When will Billing & Payments be available?
Billing & Payments is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$57.60 per user per year ($4.80 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.