Finance & Billing
Create and send invoices, manage recurring billing plans, handle subscriptions, and accept payments via Stripe, GoCardless, PayPal, and BACS.
How Billing & Invoicing Works
Invoice creation, recurring billing, payment providers, and how billing connects to accounting, CRM, and the client portal.
Create an Invoice
Manually create and send a customer invoice.
Set Up Recurring Billing
Configure automatic monthly or annual billing for a customer.
Manage Subscriptions
View and modify active customer subscriptions and plan tiers.
Apply Payments
Record a payment against an outstanding invoice.
How to Read the MRR Dashboard
Understand the monthly recurring revenue dashboard — what each metric means, how it is calculated, and how to drill into individual clients or services.
Need help with Finance & Billing?
Our support team responds within one business day.