Features

Invoices and Collections

Create invoices, deliver them securely, and keep account activity visible.

Invoices from time, expenses, services, custom line items, jobs, or accepted estimates
Recipient-specific email links plus revocable share links for invoices and estimates
Payment terms, tax, discount, late-fee, PDF attachment, print, and export controls
Invoice and estimate downloads as PDF, print-friendly PDF, CSV ZIP, or JSON ZIP files
Payments, write-offs, billing corrections, refunds, and client credits
Invoice history for sends, views, payments, balance changes, and recurring origins

Move from proposal to approved work without losing context.

Keep the work record organized before it becomes an invoice.

Client contacts, tags, billing profiles, payment terms, tax rules, and portal access settings
Project states, billing cycles, service-rate overrides, payment terms, and numbering overrides
Manual time entries, real-time timers, resume actions, and job-aware tracking
Expense entries with vendors, categories, receipts, currency, and invoice impact notices
Last-used client, project, and job shortcuts across billing entry forms

Give clients a focused way to view and respond to documents.

Client portal lists for sent invoices and estimates
Per-recipient document links with view tracking and access checks
Estimate questions, invoice disputes, and threaded responses where enabled
Configurable notification preferences and document-level notification overrides
Email delivery for invoice, estimate, payment, question, dispute, support, and automation notifications
Abuse-report links on client-facing invoice and estimate views
Support requests and client document abuse reports routed to operational channels

Use optional AI checks to polish client-facing billing communication before it goes out.

Smart Rewrite offers polished suggestions in notes, descriptions, document footers, client replies, and notification text
Tone Monitor validates text tone for client-facing invoice and estimate notes, dispute replies, and estimate question replies
Smart Review checks invoices and estimates for anomalies before documents are issued

Review performance and preserve records for handoff or audit needs.

Overview dashboard for ready-to-invoice work, receivables, estimate follow-up, and activity
Reports for receivables aging, cash activity, work grouped by user/client, and estimate pipeline
Organization exports in JSON or CSV for settings, clients, projects, jobs, time, expenses, invoices, estimates, ledgers, and audit logs
Attachment manifests or authenticated attachment file packages included with organization exports
Searchable extensive audit logs with actor, action, entity, date, and metadata details
Print-friendly report views for internal review

Reduce repetitive follow-up while keeping access controlled.

Create automation rules with event triggers, conditions, scheduling, repeat, and actions including: notification, apply fee, and send for approval
Notification presets for past-due invoices, viewed documents, expired estimates, and estimate responses
Document-level automation exclusions where billing automation is enabled
Basic and custom roles with server-enforced permissions
Multiple organizations, ownership transfer, organization deletion, and data-retention workflows
Stripe billing portal access for subscriptions, trials, plan changes, and add-ons
Recurring invoices and auto billing