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.
The problem it solves
Billing data drifts when expired quotes linger and payments are not reconciled.
How it works
- Work as usual.
- Background checks expire old quotes, notify staff of paid invoices and reconcile card payments.
- Billing state stays correct without manual clean-up.
What your practice gets
- No stale quotes.
- Staff know when invoices are paid.
- Card payments reconciled.
Questions accountants ask
Do I need to set anything up?
No. These checks run in the background.
How are staff told about payments?
By email when an invoice is paid.
Which payments are reconciled?
Card payments taken through Stripe.
Related features
Features that work alongside billing housekeeping in the background.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoInvoice 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.
VideoVoid 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.
VideoInstalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
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.