Send a polished invoice in two clicks.
From approved time to a branded PDF in your client's inbox. Retainers auto-bill on schedule. Overdue invoices send their own reminders so you don't have to.
Built for billing real clients.
Branded PDF
Your logo, colors, payment terms, tax rate, and notes — applied to every invoice automatically. Generated server-side via QuestPDF.
Retainers
Define a retainer block (hours or fixed-fee, monthly or quarterly). The auto-invoice service generates the next invoice on the schedule you set.
Dunning
When an invoice goes past due, the dunning service sends a polite reminder, then a firmer one, then a final notice — on the schedule you configure.
Approved hours roll into line items.
Open the invoice wizard, pick a client and a date range. Approved time entries pre-populate as line items, grouped by activity type if you choose. Toggle quantity-and-rate visibility per line. Add fixed-fee lines or expenses. Done.
- Pre-populated from approved time entries
- Group by activity type (Design / Dev / etc.) or roll up
- Per-line toggle: hide quantity & rate, show only total
- Fixed-fee and expense line items
- Tax rate and discount applied invoice-wide
A PDF that looks like you sent it.
Your logo, your color scheme, your terms language. Rendered server-side from a QuestPDF template, so the file is the same whether the client opens it on a phone, a Mac, or prints it for their bookkeeper.
- Logo + brand color in the PDF header
- Configurable Net terms (Net 7 / 15 / 30 / custom)
- Custom payment instructions per tenant
- Embedded notes and thank-you text
- Numbered sequentially per tenant
Recurring revenue, billed automatically.
Set up a retainer for a client — say, 40 hours/month or $5,000/month. The retainer service generates the next invoice on the first of every period. Hours used pull from approved time. Unused hours roll over or expire — your call.
- Hours-based or fixed-fee retainers
- Monthly, quarterly, or custom periods
- Configurable rollover policy per retainer
- Burn-down view per retainer
- Auto-invoice on schedule via background service
Overdue chases itself.
An invoice flips to Overdue automatically when its due date passes. The dunning service then sends a configurable cadence of reminders — Day 1 polite, Day 14 firm, Day 30 escalation. Stops as soon as the invoice is marked paid.
- Auto-overdue on due-date passage
- Three-stage dunning cadence (configurable)
- Each stage uses its own template
- Stops automatically on payment
- Per-invoice dunning audit trail
Stripe Connect — coming Q2 2026.
Each invoice will get a public hosted-pay URL. Your client clicks pay, Stripe handles card or ACH, the invoice flips to Paid, and the deposit lands in your account minus Stripe's fees. The plumbing is already staged in the codebase — public access tokens on every invoice — we're just waiting on the Stripe Connect onboarding flow.
- Public PublicAccessToken on every invoice today
- Stripe Connect onboarding — Q2 2026
- Card + ACH at Stripe's standard rates
- Auto-mark Paid on successful payment
Common questions
Can I edit an invoice after I've sent it?
Once an invoice is in Sent / Paid status, it's append-only — you can void and re-issue, but the original PDF and number are preserved for audit. Draft invoices are fully editable.
What happens if a client disputes an entry?
You can void the invoice (flips status, keeps PDF + number for the audit trail) or issue a credit-note invoice for the disputed line. The original time entries become editable again only if no other invoice references them.
Do you handle taxes?
We support a single tax rate per invoice (set per tenant or per invoice). For US sales tax we leave the calculation to your CPA — we expose the rate field, you enter it. We don't do VAT logic for international clients yet.
Can I customize invoice numbering?
Yes. Numbers increment sequentially per tenant by default (INV-0001, INV-0002, …). You can set a prefix and starting number per tenant in Settings → Invoice Defaults.
Will I lose data if I cancel?
Your data sticks around for 90 days after cancellation — read-only. Export everything to CSV and PDF before then. After 90 days it's deleted permanently.