Contracts & Invoices
Create invoices & contracts, or combine them. Invoices can have single or multiple payments, and contracts can be made from scratch or templates.
Invoice Details
Make your invoices as simple or as detailed as you'd like. Each invoice can be saved as a template, which can then be used again and again.
- Add unlimited line items to each invoice.
- Optional line item descriptions for additional info.
- Dedicated space provided for client notes.
Payment Scheduling
From upfront deposits to offline payments, you can set it all up through our client invoicing functionality.
- Request a single payment, or split the total into several installments.
- Automatically calculate installment dates and payment amounts.
- Customizable client payment reminders.
Contract Templates
Contract templates are used as the starting point for digital contracts; they can be created and updated through our online word processor.
- Create it once, use it repeatedly.
- Add variables for dynamic values.
- Insert blanks to request client input..
Contracts
Create and track your contracts as they move from a draft status, to finalized, and then on to signed (fully executed).
- Start from a template, or build from scratch.
- If required, signatures can be requested from multiple individuals.
- Automatic reminders, progress notifications, and contract complete notices.
Contracts + Invoices
- Attach your invoices to your contracts.
- Invoices automatically send when the contract is signed.
- Overdue and reminder emails are sent as needed.
Additional Options
- Optionally auto-sign your contracts.
- Font selection (modern/classic) options.
- Automatically receive missed payment notifications.