InvoicingFinance
Send the invoice the day the work is finished — then let it chase itself.
Invoicing turns finished work into a numbered, emailed, trackable invoice in under a minute, and keeps chasing it until it is paid. Estimates convert to invoices in one click, repeat work bills itself on a schedule, and one board tells you what you collected this month and what is still outstanding right now.
$15/month
5 seats included, then $3 per extra seat · 14-day free trial · list price, before your stacking discount
What it changes about your week
Money arrives sooner
Every invoice can carry a pay link to your own Stripe, Square or PayPal account. The customer pays from the email and the invoice marks itself paid — no bank-statement archaeology on a Friday afternoon.
Nothing slips through
Once an invoice is past due it is chased on a fixed ladder — on the day, then every seven days, capped at five reminders — without you writing a single awkward email.
Numbering an accountant trusts
Invoice numbers are gapless and sequential across your workspace, so nobody ever has to explain what happened to invoice 47.
Repeat revenue on autopilot
Retainers and monthly work generate a fresh draft on their own cadence. You review and send — a schedule never emails a customer by itself.
How it is actually run
Start to finish, the loop this tool puts your business in.
Quote it
Build an estimate from your saved price list, email it as a PDF, and track whether it was accepted or declined.
Convert it
An accepted estimate becomes an invoice in one click — lines, prices and customer carried across, a fresh gapless number issued.
Send it
It goes out as an email with the PDF attached, stating your payment terms and closing in your own words. Connect a payment account and a pay link rides along with it.
Let it chase
Past-due invoices are followed up on a schedule you switch on once. Paying — or voiding — stops the ladder immediately.
Read the board
The summary keeps two questions apart: what happened in a period (collected, issued, drafted) and where you stand today (outstanding, past due, and by how far).
What you will be looking at
The screens you would spend your time in, rebuilt here from the real layouts.
One list, sorted by what needs you
| Invoice | Status | Issued | Due | Total |
|---|---|---|---|---|
| INV-0148 · Ridgeline Cafe | Paid | 12 Aug | 26 Aug | $2,400.00 |
| INV-0147 · Harbour Dental | Overdue | 02 Aug | 16 Aug | $980.00 |
| INV-0146 · Novak Fitness | Sent | 28 Jul | 27 Aug | $1,150.00 |
| Monthly retainer-0007 · Delta Studio | Draft | — | — | $750.00 |
A period figure and a balance are different questions
- Collected
- $18,420
- Issued
- $21,100
- Outstanding
- $6,340
- Past due
- $1,980
in this period
in this period
as of today
4 invoices
| How far past due | Invoices | Amount |
|---|---|---|
| Not yet due | 6 | $4,360 |
| 1–30 days | 3 | $1,420 |
| 31–60 days | 1 | $560 |
| Over 60 days | 0 | $0 |
Repeat work, scheduled once
Monthly retainer — Delta Studio
- Cadence
- Every month, on the 1st
- Next draft
- 1 Sep 2026
- Creates
- A draft for you to review — never a send
- Names each one
- Monthly retainer-0008
- Ends
- When you stop it
Better with the rest of your stack
- CRM — invoices you send and payments you receive appear on that customer’s timeline by themselves.
- Scheduling — an appointment you mark complete arrives here as a pre-filled draft invoice.
- Bookkeeping — a paid invoice posts a balanced income entry to your ledger.
Every tool you switch on also increases the discount applied to your whole subscription — automatically, up to a capped maximum.
Straight answers before you buy
The boundaries of the tool, stated here rather than discovered in month two.
- One currency per workspace. Tax lines are calculated and recorded; returns are not filed for you.
- Payments settle straight into your own processor account — StacklySuite never holds your money and never takes a cut of it.
- The only email that goes out on its own is a reminder on an invoice you already sent. A first send is always a person pressing send.
Add Invoicing to your workspace
Bill the job the day it is done, and see who still owes you. Switch it on when you need it, and off again when you don't.