Currently, billing is only available for US firms
Billing Overview
Features
Right now, billing includes the following features:
Ability to create one-off & recurring invoice
Sync invoices and payments with QuickBooks Online
ACH & credit card payment options
Saved payment methods
Automatic payments & authorized payments
Automated client reminders
Over the next few months, we will be adding the following features:
Invoicing off billable time (WIP)
Proposals & EL’s
Ability to pass CC fees on to clients
Ability to lock time entries once invoiced
Ability to lock deliverables behind a paywall
AR Report
Client utilization report
Staff utilization report
Project utilization report
Pricing
There will be no additional subscription cost for all billing & proposal features. They will be available in every subscription plan (Solo, Team, and Scale).
You only have to pay the standard processing fee for successful card transactions.
Credit & Debit Cards: 2.9% + 30 cents
ACH: 1% capped at $5.00
We will soon allow you to pass these fees on to your clients if you choose to do so.
Payout Schedule
We have optimized for quick payouts to ensure strong cash flow. Below is the typical payout schedule:
Credit & Debit Cards: Next business day
ACH: 4 business days
Daily cut-off times
Card: 11 pm EST
ACH: 9 pm EST
For example, a card payment entered at 11:30 p.m. EST on Monday will be deposited on Wednesday in your account because it was made after the cut-off time.
How to set up billing
Follow the steps in this article to set up billing.