Invoicing
Retainers in advance, hourly from approved time, usage statements, pay links, and reconciliation.
- Create and send an invoice
Bill a retainer in advance, roll up approved hourly time, or convert a signed estimate, with the right billing model on each line. - Collect payment by card, bank transfer, or stablecoin
Set up the pay link clients use, accept card, wire or ACH, USDC or USDT, send reminders, and issue receipts on confirmation. - Issue a usage statement instead of an invoice
Show a retainer client what drew their prepayment down this period without asking for money, and keep it out of bookkeeping. - Record, reconcile, and sync payments to QuickBooks
The bookkeeper flow: record payments, use status flags on entries, close the month, and mirror paid invoices to QuickBooks through Airtable.