Start with a clear quote
Build quotes with line items and templates. Record client acceptance through the portal and create related invoices.
Back to featuresBilling
Client finance
Carry client work through to payment
Keep the quote, invoice and payment beside the client work they belong to. Configure approvals and reminders to match how your team handles billing.
Manage invoices and adjustments
Prepare invoices and credit notes linked to client records. Track payment status and outstanding balances.
Review before sending
Configure approval thresholds for quotes and invoices before sending. Keep review steps in the billing workflow.
Collect online payments
Accept invoice payments in the client portal through a connected Stripe account. Each workspace configures its own connection.
Follow up on overdue balances
Configure dunning sequences and reminder steps for overdue invoices. Review the recorded follow-up activity.
Works with
Continue the work across UnifyDesk product areas.
Integrations
Stripe Connect
Available
Accept invoice payments through your connected Stripe account.
QuickBooks Online
Preview
Connect and run push/pull sync while tax mapping and reconciliation complete sandbox validation.
Xero
Preview
Connect and run push/pull sync while tax mapping and reconciliation complete sandbox validation.