Send a clear request
Your business details, the agreed amount and the payment terms belong on the invoice. You stay in charge of what you charge.
Payment and invoice setup · Get paid and stay organised
The job’s finished. The invoice shouldn’t be another job.
Send the invoice, give the customer a clear payment route and follow up what’s overdue. We help set up the process so the paperwork can move forward after the tools are packed away.
Set up for you. Ongoing support. No setup fee. No website fee.
WHY THIS PART MATTERS
“Have they paid?” shouldn’t take ten minutes to answer.
When the invoice, job and customer conversation live apart, chasing payment starts with chasing information. Bring the payment process alongside the work it relates to.
Have a plan for overdue payments
Agree reminder wording and timing before an invoice becomes awkward. Follow-ups should reflect the current payment status.
Keep the reason for the invoice in view
Customer records and job stages help you check what was agreed and what’s been sent. Less searching before the next conversation.
A PRACTICAL WAY TO USE IT
From tools down to payment follow-up.
- 01
You confirm what’s due
Set the amount and terms for the work you’ve agreed with the customer.
- 02
Send the invoice
Use the configured invoice or payment route to make the request clear.
- 03
Check what’s outstanding
Review unpaid amounts and use the agreed reminders where needed.
One part of a complete business setup.Website, business number, customer records, reviews and follow-up. Connected and supported for £197/month.
Explore all 18 inclusionsWE DO THE SETTING UP
Your prices. Your terms. A clearer process.
We review your current setup, agree the useful changes and explain how to use the result. These are the details that help us put this part in place.
See the setup process- Your current invoicing and payment process
- Accurate business details and agreed customer terms
- Existing payment-provider arrangements
- Who should check payment status before further contact
BEFORE YOU DECIDE
Good questions.
Straight answers.
Anything specific to your business? Bring it to the call and we’ll work through it.
Book a quick callAre payment processing fees included?
The public offer does not state a processing-fee allowance. We explain the payment-provider requirements and any relevant charges before you start, so the monthly service fee is not mistaken for every external payment cost.
Does this replace an accountant?
No. This is setup help for payment requests, invoices and reminders. Your accounting, tax decisions and financial records still need the appropriate process for your business.
Can overdue reminders be automated?
That is part of the included setup. The timing, wording and checks around payment status need to be agreed so a reminder is appropriate when it is sent.
Do you decide what I charge?
No. You decide your prices, amounts and customer terms. We help put the supporting system in place and make the next steps easier to manage.
BETTER WHEN THE PIECES JOIN UP
See what works alongside it.
START WITH A CONVERSATION
Get the invoice moving when the work is done.
Talk Jack through how you request payment. We’ll explain the invoice tools, reminders and any provider fees involved.
15 minutes. Plain English. No pressure.