Billing module
Invoice completed work
Manage quotes, invoices and payments linked to your forms. Keep track of which jobs have been invoiced and which payments are outstanding.
Define services and prices
Add prices, VAT rates and units to your service catalogue. Set customer or project rates with validity dates, and link services to form templates.
Review invoices before issuing them
On your chosen day, priced forms are grouped by payer into draft invoices. Check the amounts and make corrections before issuing an invoice.
Each company uses its own number series.
Match payments to invoices
Allocate full or partial payments to documents. Import a bank file and review the suggested matches before confirming them.
Track outstanding payments
Review outstanding balances, overdue invoices and collections. Send reminders and share payment links. Payments through Stripe Connect or Mollie go to your connected account.
Set up billing for each company
Keep seller details, number series, tax rates and payment providers separate for each company. Later changes to settings do not change issued invoices.
Record other income and expenses
Use your own categories for income and expenses that are not linked to a document. Add incoming invoices to track what you owe alongside what you are owed.
Create your first form
Open a free account and start with a form your team already uses.
No credit card required