Disbursements
Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.
The problem it solves
Small costs paid on a client's behalf are often never recharged.
How it works
- Record a disbursement for the client, or create one from an expense.
- It is ready to be billed.
- Include it on the client's next invoice.
What your practice gets
- Out-of-pocket costs recovered.
- Created straight from expenses.
- Visible at billing time.
Questions accountants ask
Can I create one from an expense?
Yes.
Are disbursements billed automatically?
They are ready for you to include on an invoice.
Are they per client?
Yes.
Related features
Features that work alongside disbursements.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoClient 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.
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.
VideoSee 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.