Invoicing & payments

The billing workspace

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

Create and send an invoice

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

Take and record a payment

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

Payment reminders and late fees

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