Invoicing

Keep the deal moving.
Right to payment.

Everything after the handshake, from closing the deal to collecting payment, in one connected workflow.

Invoice Builder

Generate professional invoices in minutes

Sync from your CRM

Pull client details straight from your contacts, so you're never retyping names, emails, or company info.

Customise with your branding

Add your logo, colours and business details to create invoices that reflect your brand.

Automatic calculations

Every line item, subtotal, and total is calculated automatically, so there's no manual maths or calculations required.

Everything you need
in an invoice

From customisable fields to signature requests and tracking, all in one place.

Synced records
Auto-populate details and link invoices to contacts.
Line items
Add custom line items for products, services, or fees.
Tax & GST
Set custom tax rates and calculate taxes automatically.
Payment terms
Set payment terms and calculate due dates automatically.
Multi-currency
Supports popular currencies including SGD, USD, and more.
Attachments
Add images and payment QR codes directly to your invoice.
Activity logs
Track every update, action, and status change in one place.
Signature tracking
Request signatures and track when every invoice is signed.
Invoice with a saved document template, brand colour, currency and payment terms

Invoice Templates

Start with everything
already in place.

Preset templates

Start with ready-made templates designed for different invoice types and customise them in just a few clicks.

Save any invoice as a template

Turn any finished invoice into a reusable template, with all your invoice settings saved for future use.

Switch templates in a click

Store multiple invoice templates and switch between them with a single click. Every detail updates instantly.

Automated follow-ups

Keep payment reminders
on autopilot.

Automated reminders

Schedule payment reminders before, on, or after the due date. Every follow-up is sent out automatically.

Set reminder rules

Create reminder rules once and apply them to every invoice automatically. No more manual payment chasing.

Status tracking

Keep track of every invoice and reminder with a live view of what's scheduled, sent, and still pending.

Better invoicing workflows
in three steps.

01

Create your invoice

Sync client details directly from your CRM or enter them manually.

Create the invoice
02

Send or schedule it

Save invoices as PDFs, email them instantly, or schedule them for later.

03

Track progress

Track every invoice's progress and follow up automatically with built-in reminder tools.

Track every payment
Do my clients need an account to access the invoice?

No. Recipients can open the invoice directly from their email, review the details, or sign it without creating an account or downloading an app.

Can I request and track invoice signatures?

Yes. You can send an invoice for signature, and your client can review and sign it directly in their web browser. You can then track its status and receive a notification once it is signed.

How are invoices sent to my clients?

Connect your Gmail or Outlook inbox to send invoices directly from your own email address. Payment reminders, follow-ups, and signature requests use the same connected inbox.

Can I customise my invoice design?

Yes. Add your logo, business details, colours, payment terms, notes, and choose from multiple invoice templates to match your brand.

Can I automate payment reminders?

Absolutely. Create custom follow-up rules to automatically send payment reminders before, on, or after the due date. Every new invoice follows your reminder schedule automatically.

Can I reuse invoices for repeat clients?

Yes. Save any completed invoice as a reusable template, then create future invoices in just a few clicks with your preferred settings already applied.

Close the loop
on every deal.

Create, send, and track invoices right where you manage your contacts.

  • Fully Customisable
  • Lifetime Updates
  • AES-256 Encryption
  • Certified CSA-Compliant
  • iOS and Android