billing
invoicing
payments
tax
reporting
What This App Owns
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
Typical Workflow
1
Create: issue invoices with the right client, numbering, dates, and taxes
2
Send: deliver invoices and keep clear status visibility
3
Collect: record payments and monitor open balances
4
Follow Up: manage due dates, reminders, and overdue accounts
5
Report: review revenue, tax exposure, and payment performance
Built For
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
Relationship To Quotes & Contracts
Quotes and signed proposals remain in Quotes & Contracts.
Billing is the separate operational layer for collecting money and reporting on revenue.
Works Great With
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
Screenshots
Integrations
Billing works great with
Changelog
v1.1.0
2026-03-15•
Refined Billing marketplace copy to reflect the final standalone product framing
•
Positioned Billing around invoices, payments, tax configuration, and reporting
v1.0.0
2026-03-14•
Initial marketplace listing for the dedicated Billing app
•
Defined standalone billing scope for invoices, payments, tax configuration, and reporting
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