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FEDIX Practice management

Billing & invoicing

Quote, invoice and get paid in the same system as the work: invoices, quotes, payments and credits, instalments, recurring billing, card and direct-debit collection, bank matching and fee insights.

21 features7 with video

Who it is for

Practice owners, billing staff and partners responsible for fees and cash flow.

Features in Billing & invoicing

Invoices

Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.

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Invoice emails and payment reminders

Email invoices from templates with a preview, and send payment reminders without writing each email.

Payments and credits

Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.

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Void and reverse invoices

Void one invoice or many, and reverse invoices that have been posted, keeping a record of the correction.

Recurring invoices

Set up recurring invoice templates that turn into invoices on schedule, and stop the recurrence when the arrangement ends.

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Instalment plans with direct debit

Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.

Commission splits

Split commission on an invoice, review commission and exclude lines that should not attract it.

Online invoice and payment link

Clients open their invoice online, download the PDF and pay by card from a link.

Invoice import from other systems

Import invoices from your previous software by CSV, with AI-suggested column mapping and a preview before import.

Invoice and quote templates

Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.

Quotes and proposals

Create and email fee quotes that clients accept online, then convert accepted quotes into invoices.

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Billing insights

Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.

Revenue reports

Revenue summaries, comparisons, time series and revenue by client, with export.

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Practice bank feed matching

Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.

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Supplier bills

Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.

Card and direct debit payments

Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.

Service catalogue

Maintain your standard services and fees once, adjust prices in bulk, set commission treatment, map lodgment types to items and import with AI help.

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Disbursements

Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.

Client service subscriptions

Bill monthly service plans as recurring client subscriptions, with a payment link.

Client credit balance

Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.

Billing housekeeping in the background

Quotes expire on time, staff are told when invoices are paid, and card payments are reconciled automatically in the background.

More from FEDIX

All FEDIX features

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.