Keep the payment
with the work it pays for.
Create client invoices, collect payments, and keep the billing history in the same workspace as delivery. Your agency can follow the work and the balance without searching across tools.
Make the invoice clear.
Add line items, billing details, dates, and a memo. Keep the amount and the work it covers easy to understand.
Give clients a way to pay.
Use Stripe for supported online payments. Clients can open their invoice from the portal and follow its payment options.
Keep outside payments accounted for.
Record a payment received outside the platform so your team’s billing view reflects what has actually been paid.
Support ongoing services.
Offer recurring service billing with automatic payment or an invoice the client pays each cycle. A recurring invoice does not have to mean an automatic charge.
Make the invoice easy to understand.
The scope, amount, and due date in one place.
Open the invoice. Make the payment.
Keep the payment option with the invoice.
Record a payment received elsewhere.
Keep the invoice history up to date.
Keep recurring billing clear.
An ongoing service, with an agreed payment method.
Website care
Content updates, a monthly review, and a shared delivery plan.
$450 / monthClient management
Can I record a payment made elsewhere?+
Yes. You can record a payment received outside the platform against the client’s invoice.
Do recurring invoices always charge the card automatically?+
No. Recurring services can use automatic payment or issue an invoice for the client to pay each time.
Can I collect payment during onboarding?+
Yes. Add a payment step to an onboarding flow when you need payment before the next step.
