Typing in somebody you’ve invoiced twenty times.
Twenty invoices to the same person, and the app still opens by asking who they are. Name, email, address. You could type their email with your eyes closed, and most months you do.
That’s the small version. The bigger one is what happens when something about them changes. A new email address. A new business name. A note about what they’ve been doing with you. You fix it in whichever app you’re in when you find out, and the rest get it the next time you’re in them. It’s not one update. It’s the same update, made again wherever you keep them.
Every estimate, invoice, and contract starts from the client you already have.
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Estimates and proposals, started from the client you already have.
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Invoices, to the same person, with nothing about them typed in a second time.
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A way to pay on the invoice itself. How getting paid works
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All of it sits on the person, not in a folder somewhere away from them. The record it’s built from
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Connected to the rest of what you run — the booking calendars, the website, the automations, and the email marketing.
That’s the whole of it. You never type the same person’s details twice.
Estimate, invoice, and contract: one path, not three handoffs.
- The estimate— what you’re proposing, priced.
- The invoice— the same work, now billed.
- The contract— the terms you’re both working to.
Usually those are three jobs in three different tools, and every one of them opens by asking who the client is. Here they’re the same job, in the same account, built from the same record. Nothing gets handed between systems, and nothing gets typed again on the way across.
Any one of those steps can set something else going on its own.
What your client sees when the estimate and invoice arrive.
Now stand on their side of it. They booked the time with you. The confirmation came. There’ve been a couple of emails since, and now the estimate arrives, and after the work, the invoice.
All of it came from one business, and it looks like it did. The estimate matches the confirmation, which matches the emails, which match the website they found you on.
Nobody remarks on that. It just reads as one business, because it is one.
What invoicing costs.
Invoicing is part of the software at $127 a month. Send the first estimate yourself, or put the setup in your queue and the team does it for you.
Questions people ask about invoicing.
Do I have to enter the client’s details again to invoice them?
No. The estimate and the invoice come from the client record you already keep, so their name, their email, and what they’ve been doing with you are already on it. You’re billing somebody the account already knows.
Can I send an estimate and turn it into an invoice?
Yes. They’re the same job in the same account, built from the same record. The invoice isn’t a rebuild of the estimate, and nothing gets copied across by hand.
Will what my client receives look like it came from my business?
Yes. The documents go out from the same account as everything else your client gets from you: the booking confirmation, the emails, the site they found you on. One business sent all of it, and it arrives that way.
Is invoicing extra, or part of the software?
Part of it. Estimates, proposals, contracts, and invoices are in the account from day one. There’s nothing to switch on and no tier to move up to.
Other features that work with invoicing.
Selling online
When somebody buys from you on your website, and no invoice ever goes out.
CRM
The client record all of this paperwork comes out of.
Booking
When you’d rather be paid at the moment somebody books the time.
Automations
What can happen on its own once a document goes out.