Payments

Take payment any way, bill for anything, see every dollar.

One system that takes payment any way, bills for anything, and shows you every dollar — all in one place.

No more a card reader from one company, invoicing from another, a subscription tool, and a spreadsheet that never match up. One money engine, tied to your customers and your follow-up.

Have your payments set up See how you get paid

One system for all your money

Take it, bill it, track it — in one place.

Right now you might use a card reader from one company, invoices from another, a subscription tool, and a spreadsheet to tie it all together — none of them talking to each other.

This is one system for taking, billing, and tracking every payment — tied to your customers and your follow-up, so every dollar is recorded and put to work.

Today

A card reader from one company
Invoices from another
A separate subscription tool
A spreadsheet to reconcile
Nothing tied to customers

With this

Your phone is the card reader
Invoices & subscriptions built in
Recurring billing on autopilot
Every dollar in one place
Synced to customers & books

Why businesses use it

One money engine, not four disconnected tools.

ways to get paid — in person, by text, online, or by bank — from one system.

card readers to buy — your phone takes the payment, tips and tax included.

place for every order, subscription, and transaction — synced to your books.

The centerpiece

Every way you get paid, in one place.

Any payment — in person, by text, online, or by bank — flows through one system that bills the right way, records it, and puts it to work. One money engine, not a pile of disconnected tools.

Ready Bill Pay Recorded Works for you

1 · Someone's ready to pay you

Time to get paid.

In your shopOn a jobOnline

→

2 · You bill them the right way

However the sale works.

InvoiceSubscriptionPayment planCoupon / gift card

→

3 · They pay however suits them

Easy for them.

Tap card / phoneApple / Google PayCard onlineBank transfer

→

4 · It's recorded & receipted

Filed and receipted, automatically.

Logged to recordPDF receiptSynced to books

→

5 · It works for you

Every dollar, put to work.

Triggers follow-upRebills & retriesIn your dashboards

One system for all your money

In person, by text, online, or by bank One-off, recurring, or installments Coupons & gift cards Auto-receipts & auto-retries CRM & accounting synced

One system — take it, bill it, track it.

Pillar one · Get paid, any way

Every way to pay, covered.

Turn your phone into a card reader

Take payment in person by having a customer tap their card or phone — no separate reader, no swiping, no PINs, no signatures — and add a tip and tax right there. Perfect for the counter, the door, or a job site.

Text a link, get paid

Send a payment link by text and the customer pays in a couple of taps.

Modern online checkout

Accept Apple Pay, Google Pay, and cards on your invoices and payment links.

Pay by bank for big invoices

Accept bank transfers, which keep fees low on larger amounts.

Pillar two · Bill for anything

Charge for it however it works.

Professional invoices & estimates

Send polished invoices and quotes, with PDF receipts, attachments, and reusable templates, tied to the right customer and deal.

Bill automatically, every month

Set up recurring invoices and subscriptions so regular customers are charged on schedule without you lifting a finger.

Let them pay their way

Offer flexible payment plans and installments, or let a customer pay part now and the rest later.

Sell more with the extras

A product catalog with pricing, automatic tax calculation, discount coupons, and gift cards you can sell and send.

Books that stay current

Sync everything to QuickBooks or Xero automatically.

Pillar three · See & manage every dollar

One clear view — and it runs itself.

All your money in one place

Every order, subscription, and payment recorded in one spot, ready to export whenever you need it.

Subscriptions that manage themselves

Pause, resume, or change a subscription anytime, and automatically retry a failed payment so you don't lose the revenue.

It follows up for you

A payment can automatically send a receipt, start onboarding, or kick off a win-back if a charge fails.

From your phone

Send invoices, download receipts, create estimates, and take payments, all from one place in the mobile app.

This month

▲ 22% revenue

Collected this month

$48,920

Recurring / subscriptions62%

One-time invoices29%

In-person (Tap to Pay)9%

Auto-retry recovered $1,240Synced to QuickBooks

Three ways we could set up your payments

Three real setups. Pick the one that fits.

Get Paid Any Way, Anywhere

Best for: taking payments in person and remotely.

Every way to pay, covered: taking payment in person by tapping a card or phone right on your phone — with tips and tax, no separate reader; texting a payment link to get paid on the spot; accepting Apple Pay, Google Pay, and cards online; and taking bank transfers on bigger invoices.

Bill for Anything

Best for: service, subscription & product billing.

Charge for it however it works: professional invoices and estimates with PDF receipts and templates; recurring invoices and subscriptions that bill automatically; flexible payment plans and partial payments; and the sell-more extras — a product catalog, automatic taxes, discount coupons, and gift cards you can sell and send.

See & Manage Every Dollar

Best for: money organized and running itself.

One clear view, and it runs itself: every order, subscription, and transaction in one place; subscriptions you can pause, resume, or modify, with automatic recovery of failed payments; payments that trigger receipts, onboarding, and win-backs on their own; automatic syncing to QuickBooks or Xero; and full access from your phone.

Good to know

Your payments run through a connected processor (like Stripe, Square, or PayPal), which we set up — that's who actually moves the money.
Tap-to-Pay is fully available in the US (and rolling out elsewhere) and works on a fairly recent phone, so it's ready on most modern devices.
Bank transfers and some wallet options depend on your processor and country, which we account for during setup.
Card details are handled securely by your processor and are never stored in the system.

Your money, wired to your business

Every dollar lands on the customer's record and in your dashboards, a payment can trigger a receipt and onboarding, a failed subscription charge retries itself and can launch a win-back, and your revenue flows straight into your reporting.

Not just a way to charge — a money engine tied to the rest of your business.

Good to know