Invoice on completion
WhenA job or project is marked done
ThenAn invoice is created from the job details and sent right away.
Invoices go out the moment work is done, reminders follow up politely, and every payment lands in your books on its own.
WhenA job or project is marked done
ThenAn invoice is created from the job details and sent right away.
WhenAn invoice reaches its due date
ThenPolite reminders go out on the due date, then 7 and 14 days later.
WhenA customer needs to pay
ThenThey get a secure card or bank payment link by text.
WhenA payment comes in
ThenIt’s recorded in QuickBooks or your accounting system automatically.
WhenA membership or retainer renews
ThenThe client is billed on schedule without anyone touching it.
WhenEvery Monday
ThenYou get a list of who owes what and how late it is.
Over half of small businesses are owed money from unpaid invoices — $17,500 on average.
Source: QuickBooks Small Business Late Payments Report, 2025
See prices for Billing + Payments · each automation is priced on its own.
Tell us how this works in your business today and we’ll show you exactly which automations fit — and what they’re worth.
No obligation. We start by understanding your workflow — then recommend the smallest system that solves it.