Send an invoice, and be able to trust the balance on it.
Line items from your item library, tax per line, a PDF, and a link the customer can pay online through your own Stripe account. What they owe is worked out fresh every time — it is never a figure sitting in a column, drifting out of date.
What holds it together
Numbers that never skip or repeat
Every invoice number is unique to your firm. Two people saving at the same moment never collide, and a deleted draft never frees its number for something else.
A balance that is always current
Paid and balance are worked out from the payments and credit notes on the invoice, every time the page loads. Reverse a payment and every screen shows the change straight away.
Opened, or not
Each invoice records when the customer first opened it, so "we never received it" has an answer.
Totals that add up to the penny
Every line, every tax rate and every total add up exactly, with no rounding drift.
Payments and credit notes
Record a payment against an invoice, partially or in full, by card online or however else the customer actually pays. A credit note stands on the customer’s account until it is applied — it is never a second, disconnected document you have to remember to reconcile by hand.
At month end
A clean export of every invoice, payment and credit note, ready for your accountant, on whatever schedule they already work to. Amounts in two currencies are kept apart rather than added into a figure that would mean nothing.
Estimates become invoices in Estimates and proposals. Logged hours become invoice lines in Tasks and time.