CRM
Send the invoice. Get paid online.
Invoices go out as PDFs by email. Customers pay by card from a link, in English or Spanish, and the money goes to your own Stripe account.
What it does for you
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Invoices as PDFs
Create an invoice, then download it, print it or email it with the PDF attached. It goes out in your business’s name, and replies come to whoever sent it.
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Pay links New
Send a customer a link to pay an invoice by card, in English or Spanish. The money goes to your own Stripe account, which you connect once from the CRM, and the invoice shows it as paid.
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Payments you take in person
Record cash, check, card or bank transfer payments against an invoice.
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What’s overdue
Overdue invoices and drafts you never sent show up on your dashboard, next to what you’re owed.
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Your customers, imported New
Bring your existing customer list over from a spreadsheet saved as a CSV file, so nobody retypes it. Each customer then has one record with their visits, invoices, documents and balance.
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Enquiries, deals and projects
If your work comes in stages, track enquiries and deals, and run projects on a task board.
What counts toward your bill
Each invoice sent or marked paid, each invoice paid online, each enquiry added, and each batch of invoices generated at once.
Your business gets 100 free actions a month, counted across all your apps, and each action after that costs $0.10.
Try it with your next invoice.
Start free