Feature · Payments

Payments that fit repeat client work

Payment works better when it stays tied to the booking and the client record instead of living in a separate finance app.

Chasing payment after sessions

Disconnected invoice status and client history

No simple way to tie payments to repeat work

What the feature handles

Take payment where the work happens

Collect money around bookings, invoices, packages, and recurring plans from the same workspace.

Keep billing visible

Outstanding, paid, and overdue activity sits beside sessions and contracts.

Support bigger offers

Move from one-off invoices to packages and recurring plans without swapping tools.

What gets easier

  • Less chasing for unpaid work.
  • Clearer revenue visibility.
  • Fewer handoffs between scheduling and billing.