Payments, Invoices & Estimates · parity with Podium Invoices.
Invoices
Create, send, and track invoices with line items and due dates.
Send professional invoices and get paid online.
What you can do
- Draft / sent / paid / void; secure card checkout for payment;
- SMS/email delivery; a per-customer ledger.
How to use it
Invoices tab; and the ledger panel on the Clients tab.
Related articles
Payments, Invoices & EstimatesText-to-paySend a customer a secure pay link by text or email and get paid by…Payments, Invoices & EstimatesConnect your card-payment accountEach business connects its own merchant account to accept card…Payments, Invoices & EstimatesRefunds & disputesIssue refunds and track…Onboarding & SignupSelf-serve signup + verificationNew businesses sign themselves up, verify, pick a plan, and start using the…Compliance, Consent & GuardrailsSelective CC / loop-in supervisionGet an automatic copy of a specific team member's texts and emails — loop in a manager or owner without touching how…Billing, Tiers & ModulesPlatform billing & subscription plansCharge tenants for the platform on secure card subscriptions, with plan-based feature…