Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
The problem it solves
Billing from a separate system means retyping the work and chasing who has been invoiced.
How it works
- Create an invoice for a client, with AI suggestions for items and descriptions if you want them.
- Review and issue it.
- Track status and history from the invoice register and dashboard.
What your practice gets
- Billing next to the client work.
- Suggested items and wording you can accept or change.
- A register with status and history.
Watch it in the product
A short recording of invoices in use.
Questions accountants ask
Do AI suggestions change invoices automatically?
No. Suggestions are offered while you create the invoice; you decide.
Is there a billing dashboard?
Yes, with summary figures.
Can I see an invoice's history?
Yes.
Related features
Features that work alongside invoices.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoService 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.
VideoGroup fee summary
See fees and billing for a whole client group in one aggregated summary.
Send tax returns for signature
Send prepared returns to clients in batches for e-signature, with the invoice and payment attached and a date before which the return will not be lodged.
VideoFee from refund tracking
Track fees deducted from client refunds, import records in bulk, match them to clients and email settlement notices.
VideoInvoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
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.