Billing that keeps up with a growing book
Past about thirty open invoices, memory stops working. This is the setup where recurring revenue issues itself, the aging report is always current, and overdue accounts get chased without anyone volunteering for the job.
01 / Small business
The point where billing needs a system
A small business does not usually have a collections person. It has an owner who also does sales, an office manager who also does scheduling, and a stack of invoices that only gets looked at when cash gets tight.
Professional is built for that moment: the AR dashboard tells you where the money is, autonomous dunning does the follow-up in your voice, and your accountant gets clean data through QuickBooks or Xero instead of a shoebox.
- See DSO, aging, collection effectiveness, and projected cash in one dashboard.
- Let autonomous dunning handle the reminder ladder and escalate only what needs judgment.
- Bill recurring customers on a schedule. They pay each invoice through the secure payment form; saved-card auto-pay is paused.
- Push clean invoice and payment data to QuickBooks Online or Xero.
02 / Capabilities
What changes when there are more invoices than you can hold in your head
Visibility first, then automation, then the integrations that keep the books honest.
Every payment method your customers use
Stripe payments and partial payments. Five other gateways are available on request as a beta. Saved-card auto-pay is paused for every account. Processing is pass-through at Stripe rates with no markup from us.
Recurring revenue that issues itself
Subscriptions, retainers, and service plans bill on schedule, reconcile against payments, and stop when the customer does.
Autonomous dunning
An AI collections agent works the reminder ladder, answers routine client questions, and routes disputes to an escalation queue. Promise-to-pay tracking is in preview and not yet available.
An AR dashboard you can act on
DSO, aging buckets, collection effectiveness index, and cash flow projection, updated as payments land rather than at month end.
Tax that survives an audit
Tax applied per line and recorded on the document, with a full invoice history and audit trail behind every version of it.
Books that reconcile themselves
QuickBooks Online and Xero sync, plus Slack and Google Drive for the day-to-day (WhatsApp client messages in beta, on request). Physical mail for the customers who still want paper.
03 / Plan fit
Professional is the small-business plan
It is the first plan with the AR dashboard, autonomous dunning, proposals, and time tracking. Business adds seats, purchase orders, and e-invoicing when the team grows past one person touching the billing.
- AR dashboard, autonomous dunning, and an escalation queue
- Proposals with e-signatures and conversion to invoice
- Time tracking with calendar sync, plus 50 AI receipt scans a month
- 10,000 Opus 5 messages a month with voice mode included
Physical mail and receipt scans beyond the allowance are billed per use. Annual billing saves about 20 percent.
04 / Process
How a small team runs a billing month
Set the recurring work once
Retainers, service plans, and subscriptions issue on their own schedule. Saved-card auto-pay is paused, so customers pay each invoice through the secure payment form.
Bill the variable work as it closes
Tracked time, expenses, and receipts turn into lines. Proposals convert straight into the invoice, so nothing gets quoted then forgotten.
Watch the aging, not the inbox
The AR dashboard shows what is overdue, what is at risk, and what cash is likely to land this month.
Let dunning do the chasing
Reminders and follow-up conversations run automatically once you switch them on, and interest on overdue invoices applies on your terms. Only disputes and payment plans reach a person.
05 / Features
The features this leans on
Each one has its own page if you want the detail.
06 / Industries
Guides for your line of work
Industry-specific billing guidance, written for the way you quote and get paid.
Cleaning services
Recurring auto-billing, per-square-foot quotes, deposits, and cancellation fees.
Learn moreContractors
Field work, staged payments, and documenting extras clients approved.
Learn moreElectricians
Service-call fees, flat-rate pricing, deposits, and commercial progress billing.
Learn moreIT services & MSPs
Recurring MRR, per-seat and per-device plans, seat true-ups, and overage.
Learn more07 / FAQ
Small business billing questions
How many people can use one account?
Every self-serve plan, Business included, is a single login. Team seats exist only inside an Enterprise organization, which adds SSO and SCIM provisioning, organization roles, and billing on behalf of personas.
Does it replace my accounting software?
No, it feeds it. Invoice My Clients runs invoicing, payments, and collections, then syncs invoices and payments to QuickBooks Online or Xero so your accountant works from reconciled data.
What does autonomous dunning actually send?
A reminder ladder you configure, written in your business voice, escalating in tone as the invoice ages. It handles routine replies and pushes disputes or anything unusual to an escalation queue for a human. Recording promises to pay is in preview and not yet available.
Can we still send paper invoices?
Yes. Physical mail is available from Professional, first-class or certified, billed per piece on top of the plan.
Other business types
Know where every dollar is
Turn billing from a monthly scramble into something that runs in the background.
Start free, no card required. Upgrade when the aging report matters.