Quotes, invoices, payment links
Send a quote, convert to invoice, take card payment, all from the contact record.
In-CRM billing for the sales-to-cash cycle. Distinct from the MSP-specific ConnectWise to Xero sync. The quote acceptance converts to invoice with one click. The pay-by-link goes by SMS or email. The receipt logs on the contact. The team stops opening a separate billing tool to take a card.
One contact record, one cycle
Quote to invoice
Send a quote, customer accepts in their browser, one-click conversion to invoice with the same line items. No re-keying.
Payment links
Share by SMS or email. Customer pays with one tap. Receipt auto-emailed and attached to the contact.
Recurring billing
Subscriptions, instalment plans, payment schedules. Automatic retries on failed cards. Dunning emails built in.
Stripe + gateways
Stripe for card payments. Supported gateways for other regions. Setup is API-key paste, not custom integration.
Workflow on payment
Payment received fires any workflow. Send a thank-you SMS, deliver the asset, move the deal to closed-won.
Revenue reporting
Revenue by month, by product, by rep. Outstanding invoices, average days-to-pay, churn rate on subscriptions.
What invoicing costs
Pricing details and current plan options are on the pricing page. Stripe processing fees apply per their rate card.
