Client billing
Send the proposal. Get paid on terms.
Scope, rates and terms on one page your client approves without a meeting, converted to an invoice on the terms you actually work on, with a running picture of what is outstanding and what is late.
From scope to settled, in one trail
- 1
Draft the scope
Phases, rates, hours and the terms you work on.
- 2
Share one page
Your client reviews the whole thing without a call.
- 3
They approve
Signed off with a name and a timestamp.
- 4
Invoice on terms
Net 14 or Net 30, carrying approved scope only.
- 5
Reconcile payments
Transfers, cards and cheques matched to the invoice.
Proposals clients approve without a meeting
Scope, line items, totals and your engagement terms on one page, approved with a name and a timestamp recorded as your audit trail.
Optional scope that is never billed by accident
Present phase two alongside phase one. Only what the client approved carries through to the invoice.
Retainers, deposits and staged billing
Take a deposit, bill the balance on delivery, and record every payment method your clients actually use.
Receivables at a glance
Outstanding, overdue, collected this month, and every proposal still awaiting a decision.
About collecting payment
Payments are recorded against the invoice — bank transfer, card or cheque — with deposits and staged billing tracked as they land. Client-side card payment on the invoice page is next, and it requires a payout account registered to your firm so funds settle to you directly rather than passing through us.
Everything a real business needs, in one place.
Create a proposal