Record incoming payments, take partial payments, define your own payment methods, and see open items, due dates and dunning levels in one place.
A payment made online creates both the payment record and the receipt on the matching invoice, so nothing has to be reconciled by hand afterwards.
Online payment
The customer pays from the invoice itself
Connected providers: PayPal, Stripe, Braintree, 2Checkout and Bankart. The customer pays straight from the invoice or the customer portal.
Subscriptions
Recurring billing through Stripe
Recurring billing runs through Stripe. A subscription needs a connected Stripe plan; without it the feature stays dormant.
Bank statement import
Match the statement against open items
Import a bank statement and match the entries against open items. This is an import, not a live bank connection.
Multiple currencies
Currencies and tax rates you define
Currencies are yours to choose, and tax rates and payment methods are fully configurable. Several tax rules can apply on one document.
Tax rules
Several rates on one document
Tax rules are configured per item and per document, so an invoice can carry more than one rate.
What it does not do
So you know where you stand before the call, not during it.
- No live bank connection. Statement import only.
Included from Core
