Invoicing & payments

The billing workspaceNew

Invoices, unbilled WIP, receivables, statements, retainers, and reports — what each tab answers.

Create and send an invoiceNew

Build an invoice from unbilled time and expenses, then deliver it by email, portal, or physical mail.

Take and record a paymentNew

Online payments, payments that arrive by other means, partial payments, and refunds.

Payment reminders and late feesNew

Chase overdue invoices automatically, and decide whether late fees are worth it.