Financials
Create invoices, split invoices, and schedule subscription invoices for your clients with just a few clicks.
Here are the three main topics you need to be familiar with to get started with financials:
1) Invoicing
Send invoices in minutes, track when they are opened, and get paid swiftly through a variety of payment methods like PayPal, Stripe, manual bank transfer, and/or Square (coming soon!)
2) Subscriptions
With subscriptions you never have to worry about forgetting to bill your customers again, especially when charging for recurring services or retainers.
3) Sell products/packages using items
With items you can enter your products/service packages to be quickly added to your invoices, subscriptions, forms, and proposals.
๐Create an item (product/package)
๐Edit an item
๐Add an item to an invoice, subscription, proposal, or form
๐Add an item using slash command
4) Getting paid
Connect your payment provider and take payments through Invoices, Subscriptions, Proposals, and Forms.
๐Setup payment method on invoice
๐Manual vs auto-billing subscriptions
๐What clients see at checkout