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.
Send a quote, customer accepts in their browser, one-click conversion to invoice with the same line items. No re-keying.
Share by SMS or email. Customer pays with one tap. Receipt auto-emailed and attached to the contact.
Subscriptions, instalment plans, payment schedules. Automatic retries on failed cards. Dunning emails built in.
Stripe for card payments. Supported gateways for other regions. Setup is API-key paste, not custom integration.
Payment received fires any workflow. Send a thank-you SMS, deliver the asset, move the deal to closed-won.
Revenue by month, by product, by rep. Outstanding invoices, average days-to-pay, churn rate on subscriptions.
Pricing details and current plan options are on the pricing page. Stripe processing fees apply per their rate card.
Summarize your business so the visitor can learn about your offerings from any page on your website.
