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    Invoicing &
    Estimates.

    A complete accounts-receivable engine that transforms how you manage billing and get paid.

    Auto-RecurringDigital SignaturesSmart RemindersInstant Payments

    From estimate to payment. Seamlessly automated.

    Our step-by-step workflow guides you through creating professional invoices that get paid faster with built-in automation.

    1

    Create & Customize

    Use our step-by-step wizard to build professional invoices with your branding.

    • Customer selection
    • Line items & charges
    • Payment schedules
    • Custom fields
    2

    Send & Track

    Deliver via email/SMS with read receipts and automatic follow-ups.

    • Multi-channel delivery
    • Read receipt tracking
    • Automated reminders
    • Activity timeline
    3

    Get Paid Faster

    Secure payment links let customers pay instantly with their preferred method.

    • One-click payments
    • Multiple payment methods
    • Automatic reconciliation
    • Instant notifications

    Everything you need for professional billing.

    A complete invoicing engine with every tool built in — so you can focus on growing your business.

    01 / 06

    Professional Invoicing

    Create beautiful, branded invoices with our wizard-simple interface. Custom templates & branding, real-time total calculations, unlimited line items, and custom fields & attachments.

    New Invoice

    $1,234.56

    Total Amount

    Website Design$800.00
    Logo Package$350.00
    Hosting (Annual)$84.56
    02 / 06

    Recurring Billing

    Set up automatic billing cycles and never miss a payment. Pick the send date and cadence; Simple generates and sends each cycle automatically. Weekly/monthly schedules, template management, and MRR/ARR tracking.

    Monthly Billing

    Jan 15$299sent
    Feb 15$299pending
    Mar 15$299draft

    Auto-generating invoices...

    03 / 06

    Smart Estimates

    Customer signs the estimate online → one click converts it to an invoice → payment link goes out. No retyping. Track conversion rates and expiration dates.

    Estimate #1001

    $2,450.00

    Accept & Sign
    04 / 06

    Automated Workflows

    Smart reminders and notifications keep payments flowing. Read receipt tracking, overdue escalation, late fee automation, and multi-channel delivery.

    Workflow Activity

    Automated reminders active

    📧 Invoice #1001 sent to clientJust now
    👀 Invoice #998 viewed by client1h ago
    ⏰ Reminder sent for Invoice #9953h ago
    ✅ Payment received for #9921d ago
    05 / 06

    Secure Payments

    PCI-compliant hosted payment pages with multiple methods. Apple Pay & Google Pay, split & partial payments, webhook integrations, and real-time processing.

    $1,234.56

    Invoice #1001

    Choose payment method

    VISA
    Apple Pay
    Google Pay
    ACH
    06 / 06

    Financial Analytics

    Complete A/R reporting and cash flow insights. A/R aging reports, payment projections, recurring revenue tracking, and estimate conversion rates.

    A/R Analytics

    $6,500

    Collected

    $2,950

    Outstanding

    Revenue trending up
    Flexible by Design

    Fully Customizable &
    Deeply Integrated.

    Tailor every detail to match your brand and connect with the tools you already use.

    Custom Templates

    Add your logo, brand colors, and custom footer messages to every invoice.

    Invoice Numbering

    Flexible Taxes & Discounts

    Automated Late Fees

    Live Preview
    Your Business
    Invoice #INV-2026-0042
    Logo placement
    Brand colors
    Footer message
    Payments

    Get paid faster
    with secure payments.

    PCI-compliant hosted payment pages let customers pay instantly with their preferred method. No more waiting for checks or chasing down payments.

    One-click payment links
    Apple Pay & Google Pay
    Split & partial payments
    Real-time notifications
    Automatic reconciliation
    Webhook integrations
    Invoice #1001
    $1,234.56
    Due Today
    Choose payment method
    VISA
    Visa •••• 4242
    🍎
    Apple Pay
    G
    Google Pay
    Pay $1,234.56
    PCI-DSS compliant • 256-bit encryption
    Integration

    One platform.
    Perfectly integrated.

    Invoicing is just one piece of a fully connected system. Every sale, payment, and customer interaction flows seamlessly across all your business tools.

    Invoicing
    Loyalty
    Point of Sale
    Inventory
    E-commerce
    Analytics

    6+

    Integrated Modules

    1

    Unified Database

    0

    Manual Syncing

    Switching from Square, Shopify, Clover, Lightspeed, or SkyTab?

    See the side-by-side — features, rates, and annual savings.

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