Invoicing
The invoicing system lets you create professional estimates, convert them into invoices, and collect payments — all from your Back Office dashboard.
How It Works
The typical workflow follows these steps:
| Step | What Happens |
|---|---|
| Setup | Configure your business info, tax rates, and product catalog |
| Add Clients | Search for and save trusted clients with contact details |
| Create Estimate | Build an estimate from your product catalog and send it to the client |
| Negotiate | Adjust items, discounts, and shipping as needed — totals recalculate automatically |
| Convert to Invoice | Once accepted, convert the estimate into a formal invoice |
| Collect Payment | Send the invoice with a payment link — customers can pay online via Stripe |
You can also create invoices directly without starting from an estimate.
All list pages include search and status filters to quickly find documents, and a summary bar showing status counts and outstanding balances at a glance. Each document also has an events timeline tracking its full activity history (sent, accepted, paid, etc.).
Pricing
| Action | Fee |
|---|---|
| Sending an invoice | $2.00 per invoice |
| Sending an estimate | Free |
| Online payment processing | 3.4% + $0.30 per transaction |
Invoice send fees are tracked monthly and added to your billing statement. Resending the same invoice within a billing period does not incur an additional charge. The online payment processing fee applies only to payments collected through Stripe Checkout.
Getting Started
- Setup — configure your invoice settings, tax rates, and product catalog
- Clients & Contacts — build your client database
- Estimates — create and send estimates
- Invoices — manage invoices and credit notes
- Payments — record payments and accept online payments via Stripe