Invoice Workspace — : create, review, and track invoices from draft to paid
Payment Operations — : record payments, reconcile balances, and monitor collections
Billing Dashboard — : monitor invoiced, collected, outstanding, and overdue totals
Reports — : revenue, aging, tax, payments, and client statements
Tax Profiles — : reusable tax configuration for billing workflows
Numbering & Terms — : configure invoice sequences, due dates, and billing defaults
Reminder Controls — : define billing follow-up and customer communication settings
Create: issue invoices with the right client, numbering, dates, and taxes
Send: deliver invoices and keep clear status visibility
Collect: record payments and monitor open balances
Follow Up: manage due dates, reminders, and overdue accounts
Report: review revenue, tax exposure, and payment performance
Agencies — : client invoicing, payment follow-up, and revenue visibility
Consultants — : professional billing with tax and terms control
Professional Services — : operational billing separate from signed agreements
Small Businesses — : simple revenue tracking and invoice management
Quotes and signed proposals remain in Quotes & Contracts.
Billing is the separate operational layer for collecting money and reporting on revenue.
Quotes & Contracts — : keep agreements and signatures separate from billing operations
Contact Manager — : link invoices, credits, and payment activity to clients
Timesheets — : connect approved time to billing workflows when your process needs it




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Refined Billing marketplace copy to reflect the final standalone product framing
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Positioned Billing around invoices, payments, tax configuration, and reporting
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Initial marketplace listing for the dedicated Billing app
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Defined standalone billing scope for invoices, payments, tax configuration, and reporting
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