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:

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!)

👉Create an invoice.
👉Create a recurring invoice.
👉Delete an invoice.

With subscriptions you never have to worry about forgetting to bill your customers again, especially when charging for recurring services or retainers.

👉Create a subscription.
👉Cancel a subscription.

With items you can enter your products/service packages to be quickly added to your invoices, subscriptions, forms, and proposals.

👉Create an item (product/package)
👉Edit an item
👉Add an item to an invoice, subscription, proposal, or form
👉Add an item using slash command

Connect your payment provider and take payments through Invoices, Subscriptions, Proposals, and Forms.

👉Setup payment method on invoice
👉Manual vs auto-billing subscriptions
👉What clients see at checkout