Invoicing
Track the invoice against the customer and the work delivered.
The work is done.
Keep the money moving.
Invoices, customer payments, ACH, budgets and bank-linked accounting—connected to the work that created them.
One customer, all the way throughInteractive example · not a live account
MC
Maya Chen
Custom oak bed · Order 1042
- Owner
- Jordan · Accounts
- Value
- $2,400 due
- Next step
- Review payment due date
Invoice INV-1042On the record
Custom bed & installation · $2,400
Customer · Maya Chen
Payment status · Awaiting payment
- Website enquiry received
- Specification and quote attached
- Order approved; workshop assigned
- Delivery recorded; invoice INV-1042 sent
Finished work shouldn’t become forgotten revenue.
Keep the invoice, customer and completed order connected. Your team can see what is due without asking the workshop.
Explore invoicing & payments4 / 6
From invoice to payment.
Without losing the customer.
Give accounts the order, amount and customer conversation together. Keep outstanding work and outstanding money visible in the same workspace.
Customer payments & ACH
Connect payment collection to your operations. Provider setup, authorization, fees and eligibility apply.
Bank-linked accounting
Bring linked account activity into the review process so your team can reconcile it with the work.
Know what the job needs.
Know what it brings in.
Use budgets alongside your projects, orders and customer records. Give the people doing the work and the people reviewing the money a shared view.
Illustrative job budget
Order 1042 · Custom oak bed
- Customer invoice
- $2,400
- Internal job budget
- $1,650
- Budget allocation
- Materials, workshop time and delivery
- Review owner
- Jordan · Accounts
Example values, not a live ledger or a profit calculation.
FAQ
Before you connect the money
Questions
Answer
Does the website process a real payment?
No. All values here are examples. Payment collection requires setup in your actual workspace and the appropriate provider authorization.
Are ACH and processing fees included in the plan?
Processing, connected services and usage may have separate charges. Confirm the applicable fees and provider requirements with our team.
Is this only for finance companies?
No. Invoicing, customer payments and budgets apply to general-business workspaces too. The Finance Pack adds specialist lending workflows.
No. All values here are examples. Payment collection requires setup in your actual workspace and the appropriate provider authorization.
Processing, connected services and usage may have separate charges. Confirm the applicable fees and provider requirements with our team.
No. Invoicing, customer payments and budgets apply to general-business workspaces too. The Finance Pack adds specialist lending workflows.