Back Office
Never-Missed Invoice Drafter
Drafts each recurring customer's invoice from your own service list and prices, so a billed month never slips through the cracks
Preview uses placeholder branding. Yours is built with your logo, colors and services.
When it goes live
Built for you
Answer the setup questions in your dashboard and that is what starts it. The first version appears there for you to read, you are told the moment it does, and nothing goes out under your name until you have approved it.
What it costs
$400 setup, then $90/mo
Answer the setup questions and that starts it. The first version lands in your dashboard for you to approve.
How it actually works
Recurring accounts fall through the cracks at billing time: the month ends, the mowing happened, and whether the invoice went out lives in the owner's memory and a paper stack. Tell it the customer and the month, and it drafts the invoice from your own service list and standing prices, line by line, with your payment terms on it. You review it in your portal chat and approve it before anything goes anywhere.
What we need from you
- The customer and billing period, in a sentence
- Your recurring services and standing prices, once at setup
What you get back
- A drafted invoice per customer per period, your prices only
- Lines it cannot price marked for review, never guessed
- Your payment terms carried on every draft
- A running record of what has been drafted, so nothing is missed twice
It drafts and you approve; nothing is sent or charged without you. It uses only the prices you set or state, and a service without one gets a marked line instead of an invented number. It is a drafting aid, not bookkeeping software or tax advice. The listed price covers up to 100 documents or pages a month. Past that it moves to the next tier, and we tell you before it does, never after.
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