Get paid

Finance is where you bill clients and get paid for your work: invoices, estimates, payments, expenses and credit notes. Find it under Finance in the sidebar.

Start hereCopy Anchor Link

1. Choose how clients pay you. Add your bank details so clients can pay by bank transfer, or connect an online payment provider such as Stripe so they can pay by card. You can offer both.
2. Create an invoice, then send it to your client.
3. Record or confirm the payment when the money arrives. Online payments are recorded for you.

Everything in FinanceCopy Anchor Link

Invoices and payments

• Create an invoice
• Send an invoice
• Get paid by bank transfer
• Record and manage payments: refunds and how revenue is counted
• Payment reminders
• Deposits and payment schedules
• Manage invoices: statuses, edits, PDFs and exports
• Client statements

Estimates

• Create and send an estimate
• When a client accepts an estimate
• Change orders: price extra work

Repeat billing

• Set up a recurring invoice
• Manage recurring invoices

Costs and corrections

• Add an expense
• Add many expenses at once
• Credit notes

Look and setup

• Invoice and estimate templates
• Finance settings: taxes, numbering and payment methods

Moving from another tool

• Import invoices and expenses