Billing and invoicing

Invoices that send themselves.

Recurring services raise their own invoices, tax is worked out from the client's address, and reminders go out before and after the due date. Your team steps in only where a person is needed.

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6invoice states, all tracked
How billing works

From the first quote to the last receipt

Every invoice carries its client, currency, tax, lines, balance, status and the way it is being paid, so anyone on the team can read its story.

One page for the whole invoice
01 Invoices

One page for the whole invoice

Lines, tax, payments, credit and notes sit together. Invoices come from orders, from recurring due dates, from your team and from the API.

  • Draft, unpaid, payment pending, paid, canceled and refunded
  • Bulk actions from the foot of the invoice list
  • Sequential numbering when your accountant needs it
Quotes that become invoices
02 Quotes

Quotes that become invoices

Write a quote with its stage and the dates that frame it. When the client accepts, it becomes the invoice rather than living beside one.

  • Stages from draft to accepted
  • Client and admin notes on every quote
  • Sent and viewed in the client portal
Tax worked out from the address
03 Tax

Tax worked out from the address

Rules by country and state, a second level for places that have one, compound tax where the law asks for it, and VAT with number validation.

  • Inclusive or exclusive pricing
  • Level 1 and level 2 rules
  • Your tax ID printed on every invoice
Transactions you can reconcile
04 Money in and out

Transactions you can reconcile

Every payment with its gateway and fees, income over time, and gateway balances, so the books match what the payment provider says.

  • Disputes recorded against the transaction
  • Offline payments recorded in a batch
  • Credit applied to new invoices automatically
The life of an invoice

Every state means one thing

WBAMS keeps an invoice's status honest, so the list tells you what is owed and what is settled.

  1. 1
    Draft

    Still being prepared

    Not yet part of collections; edit it as often as you like.
  2. 2
    Unpaid

    Issued and due

    A remaining balance and a due date, with reminders on the way.
  3. 3
    Payment pending

    On its way

    A payment has started and its confirmation is outstanding.
  4. 4
    Paid

    Settled

    The balance is cleared and the transactions add up to it.
  5. 5
    Canceled

    No longer owed

    Kept with its reason and the service decision behind it.
  6. 6
    Refunded

    Money returned

    Reconciled with the gateway and the client's balance.
The details

The parts of billing people forget, built in

Recurring billing Cycles from monthly to every three years, setup fees, free trials and pro-rata billing to a fixed day.
Billable items Time, quantities or a fixed amount, added to the client's next invoice on the date you choose.
Reminders and late fees Overdue notices and late fees, switched on or off for each client.
Several currencies Prices in each currency you sell in, with rates the scheduler keeps current.
Credit Credit held on an account and used up against new invoices unless the account says otherwise.
Disputes A chargeback recorded against its transaction, with its state, until it is resolved.
Questions

About billing

Yes. The scheduler raises invoices for recurring services ahead of their due dates, sends reminders and applies late fees where you have switched them on. You can also create an invoice by hand or through the API.

Clients see every invoice in their portal and pay each with any gateway you offer. Credit on the account is applied to new invoices automatically.

From the client's billing address when the invoice is generated, using the rules you create for each country and state. A product is taxed only when its own Charge tax switch is on.

It stays on the account with its status, so the history is complete. Canceled invoices are left out of revenue reports and kept in count-based ones.

Yes. Set a price for each currency you sell in; a price left empty in a currency means the product is not sold in it.

Billing, handled

Let the invoices take care of themselves

One license runs billing alongside your clients, support and website.

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