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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
Set an automation to remind clients about due invoices, so you don't have to.
Tip
Connect payments with automation and the Copilot to collect faster with less admin.