Send the bill by text. Get paid sooner.
- 1 paid per use
- Everything else in every plan
Everything in Payments
Open a feature for the detail. The wallet mark means it is paid per use from your wallet at the published rates.
See wallet ratesMost used
Invoices
Send a one-off invoice after a job, or set one to repeat every month for ongoing work. Each invoice uses your own layout, logo, and payment terms. A consultant can bill a monthly retainer without creating it again each time.
Text-to-pay
Send a payment link by text and let the customer pay from their phone. A plumber can text the bill before leaving the driveway, with no card reader needed. The texts are paid from your wallet.
Tap to pay
Take contactless card and phone payments on the mobile app, right at the job. A mobile hairdresser or a locksmith can get paid before leaving, without carrying separate hardware. The payment is recorded against the customer straight away.
Estimates
Send a quote the customer can accept and pay on the spot. A roofer can send an estimate after a site visit, and the customer can approve it and pay the deposit from the same page. You stop waiting on a phone call to confirm.
Subscriptions
Bill customers on a fixed schedule for memberships, plans, or ongoing services. If a card fails, the payment is tried again automatically. A dental practice can run a monthly care plan without chasing each payment by hand.
Card processor connection
Connect the card processor you use and take payments everywhere in your account, from invoices to your online store. If you already have one, you can usually keep it. Your processor charges its own fees, separate from your plan.
Show 7 moreShow fewer
Payment links
Create a link for a set amount and drop it into a text, an email, or a web page. A salon can share a deposit link when a client books a long color appointment. The client pays in a few taps and the deposit shows on their record.
Sales tax
Set tax zones for the regions you sell in so each invoice adds the right tax. A business that works across several regions no longer works it out by hand on each bill. Your accountant still advises on which rates apply to you.
Accounting sync
Invoices go to your accounting software automatically, so your books match without anyone retyping them. A trades business can raise the invoice on site and have it show up in the books without a second entry. Your bookkeeper spends less time on data entry.
Coupons and checkout recovery
Create discount codes for offers and promotions. When someone starts a checkout and leaves before paying, a reminder can bring them back to finish. A clinic selling treatment packages online can recover orders that would otherwise be lost.
Pay in installments
Customers can split a larger booking or order into smaller payments through a pay-later provider. A cosmetic clinic can offer this on a higher-priced treatment course so more people can say yes. Customers can also pay invoices with a tap using the wallet on their phone.
Late fees and auto-pay
Add a late fee to invoices that go past their due date. Customers who save a card can be charged automatically on the due date. A cleaning company with regular clients gets paid on time without sending reminders.
Pass on card fees
Add a card processing fee to the customer's payment instead of absorbing it yourself. You choose whether to use it and where it applies. A trades business on tight margins keeps more of each job.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
How our team works- We connect your card processor and set up your invoice layout, tax zones, and payment terms.
- We move your recurring billing and saved customer details across from your current tools where possible.
- We connect your accounting software so invoices flow into your books.
- We train your team to send invoices, take payments on the app, and follow up on unpaid bills.
- We check that payments, reminders, and accounting sync keep working and fix what breaks.
Works with
The areas this one hands work to, and gets work from.
Sales pipelines
An accepted quote on a deal becomes an invoice, so the sale and the payment stay linked.Texts, email, and WhatsApp
Payment links and reminders go out by text and email from the same conversation.Mobile app
The mobile app lets you send invoices and take tap payments while you are on the job.Calendars and booking
Bookings can take a deposit up front, so a no-show still leaves you with something.
Who uses it
Kinds of business that lean on this area most, and how they put it to work.
See every use caseSalons and spas
Clients book and pay a deposit online, and quiet afternoons fill from a last-minute text.Home services
Missed calls get a text back, and quotes go out that customers pay from their phone.Professional services
Enquiries book a consultation into your calendar and get followed up until they answer.Fitness and wellness
Members book classes, pay monthly, and hear from you before they drift away.Coaches and consultants
Discovery calls book themselves, and clients get your programs and invoices in one portal.Med spas
Clients book treatments with a deposit, get reminded, and come back for their next session.
Following up an estimate without being pushy
A plain schedule for following up an estimate, what to say in each message, the consent and cancellation rules to know, and how to track quotes that stall.Text-to-pay: getting invoices paid from a phone
How text-to-pay works, what the payment text should say so customers trust it, and how trades use it to get paid before they leave the job.No-show fees and deposits: a policy customers accept
How to write a no-show fee or deposit policy that customers accept, where to show it so it holds up in a card dispute, and sample wording you can adapt.
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
By continuing you agree to the Terms of service and Privacy policy.