Recurring Invoicing and Billing That Runs Itself
Stop chasing routine invoices.
Set a billing schedule once. The Business Assistant™ creates each invoice on time, charges your customer’s saved card or emails a terms invoice, and posts every invoice and payment to your books.
Recurring invoices
- Schedule invoices to generate automatically on your cycle
- Optionally charge your customer’s saved card as each invoice is created
- Email customers a secure link to put a new card on file
- See every recurring invoice in one list, with a report by period you can drill into and export to PDF or Excel
Getting paid
Card payments through Stripe
Create a new Stripe account or connect the one you already have. Card payments go straight into your account.
Refunds
Refund a card payment in full or in part, or credit the amount to the customer’s account.
Customer statements
Produce statements for a period or as of a date, for one customer or a whole batch. Get one PDF per customer in a ZIP file, or a single combined PDF.
Know who owes you
Accounts receivable aging shows what is outstanding and how overdue it is, with drill-down to the invoices behind every total. Unapplied credits are netted in, so the numbers match what a customer actually owes. Record payments against invoices, track NSF payments, and keep sales tax in step as you go.
Let the invoices run themselves
Start now and pay half price for your first 3 months.