Billing
Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks.
Feature

The billing module lets you create invoices and subscriptions for clients. And it lets your clients log in to your branded portal to pay you, see billing history, and manage payment credentials.

Internal User views

Internal user view of all invoices

Internal user view of all subscriptions

Internal user invoice creation flow

Internal user subscription creation flow

Internal users can create templates for invoices and subscriptions to save time

Client User views

Client users can pay for any invoice with their credit card or ACH

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