The Billing module lets you create invoices and subscriptions for your clients, and gives your clients the ability to pay via credit card and ACH, update their payment information, and easily see past invoices. In order to use the Billing module, you need to connect your bank or Stripe account.

Internal user features

Invoicing

You can create invoices by clicking on the New button on the Invoices page. On the invoice creation page you can:

  • Select a client
  • Add line items; each with a price and quantity
  • Add taxes
  • Specify if you want to charge immediately or notify the client to pay manually (and provide a due date, if so)
  • Add a memo
  • Add optionals attachments (hourly breakdowns etc.)
  • Specify if you want to allow credit card and ACH payments
  • Specify if you or your client pays for payment processing fees

Invoices can have the following states:

  • Draft → Invoice can still be edited and the client cannot see it. Click on the Actions menu and then Send invoice to finalize it.
  • Open → Client can see the invoice and pay.
  • Paid → Invoice has been paid.
  • Void → Invoice has been marked void.

Subscriptions

Subscriptions are recurring invoices. You can create subscriptions by clicking on the New button on the Subscriptions page. On the subscription creation page you can:

  • Select a client
  • Add line items; each with a price and quantity
  • Add taxes
  • Add a memo
  • Add any attachments (hourly breakdowns etc.)
  • Set the billing period (30 days, 60 days, etc.)
  • Set the start and end dates
  • Specify if you want to charge the payment method automatically or notify the client to pay manually
  • Specify if you want to allow credit card and ACH payments
  • Specify if you or your client pays for payment processing fees

Subscriptions can have the following states:

  • Active → Subscription is active
  • Cancelled → Subscription is not active.

Templates

For both invoices and subscriptions, beside the new button you can click the dropdown to access existing templates or to create new ones.

Customization

Invoices are automatically branded and use your primary color, name, and logos. These can be setup on Settings / Customization. While we don't have a Preview button, if you'd like to see what an invoice looks like, you can create an invoice, mark it paid (this action is available for draft invoices), and then download it.

Defaults

Under Settings / Billing, you can set defaults for the allowed payment methods (credit card, ACH) and payment absorption (where you indicate if you or your client pays for payment processing fees). These default can be overwritten when creating an invoice or subscriptions.

Payment processing fees

Credit card processing fees are 3.1% and ACH processing fees are the lesser of 1% and $5.

QuickBooks integration

You can connect QuickBooks on Settings / Apps.

Client user experience

Client pay experience
Client checkout experience

Billing page

Clients can see all invoices on their invoices page. If there are any unpaid invoices, there is a sticky notification in the product in the sidebar that doesn't go away until there are no unpaid invoices left. In addition, any unpaid invoice will have a Pay button in the actions area on the right.

Email notifications

Client will receive an email notification if they are assigned an open invoice. If they click the link on the invoice they are directly taken to the payment modal. In addition, clients receive email notifications for payment receipts.

Payment modal

On the client checkout modal, the experience is slightly different depending on what payment methods are allowed and whether or not payment processing fees are passed on to the client. In any scenario, the client can see the line items, taxes, total, have a link to a full PDF invoice, and can pay.