Billing

Invoices with context

Quotes, invoices, and payments linked to conversations, contacts, and automations. Billing that knows why.

From quote to payment

Six capabilities that turn billing from a chore into a revenue engine.

Send a quote, get approval, convert it to an invoice with one click. Line items, terms, and notes carry over.

A client approves a $3,200 quote — click "Convert" and the invoice is ready to send.

Every invoice gets a hosted payment page. Clients pay online with a card or bank transfer.

Share a link and get paid without chasing — the client clicks, pays, and you get notified.

Real-time view of revenue, outstanding amounts, overdue invoices, and monthly trends.

See that $12,400 is outstanding and $3,100 is overdue — all on one screen.

Professional PDF invoices generated instantly. Your logo, colors, and payment details included.

Download a branded PDF and attach it to an email — or let the system send it automatically.

Invoice in any currency. Exchange rates handled automatically for your reporting currency.

Invoice a UK client in GBP and a US client in USD — your dashboard shows totals in your base currency.

Automated reminders for upcoming and overdue invoices. Set frequency and tone to match your brand.

A gentle reminder goes out 3 days before due, a firmer one 7 days after — no manual effort.

Invoices are never isolated. They carry context from every interaction.

Every invoice is linked to a contact. Payment history, outstanding balances, and overdue items appear on the timeline.

Create invoices directly from a conversation. The context of why and what is always attached.

Trigger automations when invoices are created, paid, or overdue. Send reminders, update tags, notify team members.

Ask "What's my outstanding revenue this month?" and get an instant, accurate answer from your billing data.

Quote, invoice, and get paid — all from one platform.