Get paid: invoices, recurring billing & P&L
The end-to-end money flow — from raising an invoice to seeing your profit.
1
Set your tax & numberingSettings → Invoicing: name your tax (VAT/GST/Sales Tax), set a default rate and tax number, an invoice prefix and payment terms (days).
2
Set your categoriesOn the same tab, list revenue categories (e.g. GRM | Grooming) and expense categories — these drive the reports.
3
Raise an invoiceInvoices → Add: pick the client, add line items (Description | qty | unit price), set the due date and category. The total and tax calculate automatically.
4
Send itUse “Email invoice” — the client gets a message with a link to a secure portal page. It also marks the invoice as sent.
5
Client views & paysOn the portal they see the invoice and pay with any method you’ve enabled — card, PayPal, custom link, or bank transfer. Card payments mark themselves paid.
6
Automate the regularsRecurring invoices → Add: set the client, items, frequency and next date. Each day, due plans generate an invoice (optionally emailed automatically).
7
Chase the late onesOverdue invoices are flagged automatically and a reminder email goes out, repeating weekly until paid. Edit the wording on Settings → Messaging.
8
Record expensesExpenses → Add: date, amount, category and supplier. Do this as you go so your profit figure stays accurate.
9
Read your numbersFinance reports: revenue, outstanding invoices, and a profit & loss by category — grouped by month, quarter or year.