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Tracking payments & invoicing
Track every payment and send professional invoices — no accounting knowledge needed.
Steps
- 1
Record a payment
Log payments against a client; the dashboard shows what's paid and pending.
- 2
Send an invoice
Create an invoice or estimate from a client or appointment and share it.
- 3
See what's owed
The dashboard's awaiting-payment and overdue lists show exactly who to chase.
- 4
Automate the chasing
Switch on the payment-reminder automation to follow up overdue invoices, so you don't have to.
Tip
Connect payments with automation and the Copilot to spend less time on admin.