Line items, discounts, tax, PO numbers and five print-ready templates, all carrying your brand rather than ours. Connect your own Stripe and the money goes to you.
Included on every plan, free included
Line items pulled from your Products catalogue or typed free, a discount as a fixed amount or a percentage, tax, a due date, a PO number, bill-to and ship-to addresses and payment instructions.
Your logo, brand name and colours, and your business address and tax id, print on the document header. Five templates: Classic, Modern, Minimal, Bold and Professional, per invoice or as a workspace default. Every tenant gets its own look automatically.
Connect your own Stripe account and a Pay now button appears on the hosted invoice. Funds go straight to your Stripe. The amount is computed server-side, so what is charged is what the invoice says.
Send emails a branded invoice or receipt to the client with a secure link to a hosted page. Copy link creates the same public link to share by hand.
Once a payment is recorded, the Receipt button renders a payment receipt on the same templates, with the payments ledger and a PAID stamp when it is fully settled.
Invoicing is not a separate island: it feeds the double-entry general ledger, so what you raised, what was paid and what is outstanding are the same numbers your accounts show.
The part you would otherwise find out in week three. If one of these is central to how you work, raise it before you buy rather than after.
Yours. Your logo, name, colours, business address and tax id print on the header, from your workspace settings. This is the same mechanism that lets an agency resell WorkBOS entirely under its own brand.
No. You connect your own Stripe account, the Pay now button charges through it, and the funds go directly to you. We are not in the payment path.
Not today. Timers work and time is recorded against tasks, but tracked time cannot become an invoice line: there is no billable flag and no rate. If charging a client by the hour from tracked time is central to how you invoice, raise it before you buy rather than after.
Yes. Invoicing posts into the double-entry general ledger, so the invoice list and the books cannot tell you two different numbers.
The full product documentation for this module is at /docs#tracking.
Free for up to 5 seats, no card required. Every module is in the same workspace, so nothing needs connecting to anything.