New · Invoicing & getting paid

Send the invoice, get paid, and stop chasing.

Invoicing makes Digital Back Office the place you bill customers, too: professional invoices with a pay-online link, quotes customers can accept online, and reminders that go out without you having to make the awkward call. Ask us about adding it.

Ask about invoicing See Digital Back Office
Pay-online invoicesCard payments through your Stripe or Square account
Automatic remindersBefore the due date and after it
Know who owes whatAn aging report and customer statements

What’s included

From quote to paid, in one place.

01 / QUOTES & INVOICES

Look professional, save time

  • Branded invoices with line items, tax rates and discounts, sent by email with a PDF.
  • Save your products and services so invoices take seconds.
  • Quotes and estimates customers can accept or decline online, then turn into an invoice.
  • Recurring invoices weekly, monthly, quarterly or yearly; payment plans and prepaid retainers.
02 / GETTING PAID

Make it easy to pay you

  • A pay-online link on every invoice, through your Stripe or Square account.
  • See when an invoice has been viewed.
  • A customer portal where clients can see their invoices and payments.
  • Credit notes and refunds when plans change; optional late fees.
03 / FOLLOWING UP

Reminders that do the chasing

  • An optional friendly reminder before the due date.
  • Automatic overdue reminders on the due date and at 7, 14 and 30 days past due.
  • After the last reminder, you decide the next step.
  • An aging report (current, 1–30, 31–60, 61–90 and 90+ days), customer statements, and revenue and sales-tax reports.

Before you start

What you’ll need, and what this isn’t.

What to have ready

  • A Stripe or Square account to accept card payments.
  • Your business details, tax rates, and the products or services you bill for.
  • Your customer list, or the customers you invoice most often.

What it isn’t

Invoicing handles billing and collections. It isn’t full accounting or bookkeeping software, and it doesn’t replace your accountant or offer tax advice. Exports make it easy to share numbers with whoever keeps your books.

Pricing

Invoicing is set up by conversation.

Invoicing is offered alongside Digital Back Office. We confirm pricing, setup and payment-account details with you before anything is turned on; it is not part of the published $99/month Digital Back Office price unless we agree otherwise in writing.

Get paid sooner

Tell us how you bill customers today.

Paper invoices, a spreadsheet, or a program you’ve outgrown? We’ll talk through whether invoicing in Digital Back Office fits. The existing contact form is the place to start; pricing and scope are confirmed with you before anything is set up.

Ask about invoicing