Invoicing and accounts receivable software that follows up on what you are owed.
Sales management and accounts receivable software covers what a company bills and what it is owed for it. It issues invoices — one-off, recurring or milestone-based — attaches a way to pay to each one, follows up automatically as they age, and keeps the outstanding balance synced to the ledger.
Some teams call this sales management. It covers billing and collections — not CRM, leads or pipeline. It is one of the seven modules in the business management platform.
- Invoice #
- Client & Service
- Issued / Due
- Amount
- Status
- Actions
Status: draft · pending · paid · overdue
Ageing: 30 · 60 · 90 days
Getting paid is a process, not a reminder in someone's calendar
Most late payment is not a client refusing to pay. It is an invoice that went out late, was hard to pay, or that nobody followed up on.
Invoices that go out when somebody remembers
Recurring and retainer billing runs on its own schedule. The invoice raises, sends and starts ageing whether or not anyone opened the system that week.
Chasing payment by hand, or not at all
Follow-up is the first thing to slip when a team is busy. Reminders and dunning escalations run automatically against the ageing buckets instead.
Making clients log in to pay you
Every invoice carries a one-click payment link that needs no account. The same link is embedded in each reminder.
Billing staged work as one lump
Milestone invoicing splits delivery into separate invoices with client sign-off gates, so revenue is recognised as the work lands rather than all at once.
Disputes living in an email thread
Disputes are tracked against the invoice and the contract behind it, with communication logs encrypted rather than scattered across inboxes.
Two different answers to what you are owed
Receivables sync live to the general ledger, so the collections view and the books do not disagree about the outstanding balance.
From invoice raised to payment reconciled
Six steps, and only the first one needs a person.
- 01
The invoice is raised
One-off, recurring subscription or retainer, or split across delivery milestones with client sign-off gates between them. Usage-based metering and retainer top-offs run through the same billing gateway.
- 02
Tax is calculated and the PDF is generated
Tax is applied as the invoice is raised, producing a VAT and sales tax compliant PDF. Multi-currency invoicing means the same process applies to clients billed in other currencies.
- 03
It goes out with a way to pay attached
A one-click payment link travels with the invoice and needs no login. The billing portal it opens is white-labelled under your own domain.
- 04
It ages into a bucket
Status moves through draft, pending, paid or overdue, and outstanding invoices are tracked across 30, 60 and 90 day ageing buckets by a workflow state machine.
- 05
Follow-up runs without you
A friendly reminder goes three days before the due date and again on it. After that, polite dunning escalations continue by email and SMS, each carrying the same one-click pay link.
- 06
Payment reconciles to the ledger
Receivables sync live to the general ledger, so what has been collected and what is still outstanding are read from the same record as the rest of the books.
Features in the module
Recurring subscription & retainer billing
Scheduled billing for subscriptions and retainers, including top-offs and usage-based metering.
Instant one-click client payment portals
A pay link on every invoice and every reminder, with no login required of the client.
Milestone-based revenue recognition
Split invoicing against delivery milestones with client sign-off gates, recognising revenue as the work lands.
Automated dunning & gentle follow-ups
Reminders before and on the due date, then escalations across the 30/60/90 day ageing buckets.
Dispute tracking & contract audits
Disputes held against the invoice and its contract, with encrypted communication logs.
Live Accounts Receivable ledger sync
The outstanding balance in collections is the same number the general ledger holds.
Your brand, your domain
The client billing portal is white-labelled and hosted under your own company domain. Tax is calculated automatically and the generated PDF is VAT and sales tax compliant. Card data is tokenised, with no card details stored on your servers.
Integration surfaces
Which specific providers apply to your stack is confirmed on the call. Connecting one we do not already reach is an engineering service.
What is different once it is running
Billing stops depending on whoever usually remembers to do it, and collections stop depending on whoever has time this week.
- Recurring invoices go out on schedule without anyone starting them
- Clients pay from the invoice itself, with no account to create
- Overdue follow-up happens whether or not the team has time that week
- Staged work bills per milestone instead of in one lump at the end
- Collections and the general ledger agree on what is outstanding
Frequently asked questions
What is sales management and accounts receivable software?
Sales management and accounts receivable software covers what a company bills and what it is owed for it. It issues invoices — one-off, recurring or milestone-based — attaches a way to pay to each one, follows up automatically as they age, and keeps the outstanding balance synced to the ledger.
Can we bill on a recurring schedule?
Yes. Recurring subscription and retainer billing runs on its own schedule, with retainer top-offs and usage-based metering handled by the same billing gateway. A recurring invoice raises, sends and follows up without anyone starting it each cycle.
How do milestone invoices work?
Work delivered in stages is split into separate invoices against each milestone, with client sign-off gates between them. Revenue is recognised per milestone rather than in full at the start, so the books follow the delivery rather than the contract date.
How do clients actually pay an invoice?
Each invoice carries a one-click payment link that needs no login, and the same link is embedded in reminders. Payment can come through card and wallet payments, direct debit schemes or bank transfer rails, settled in multiple currencies.
What happens when an invoice goes overdue?
Follow-up runs on its own. A friendly reminder goes out three days before the due date and again on it, after which the invoice moves through 30, 60 and 90 day aging buckets with polite dunning escalations by email and SMS. Its status moves from pending to overdue.
Is tax calculated on invoices automatically?
Yes. Tax is calculated as the invoice is raised, and the generated PDF is VAT and sales tax compliant. Multi-currency invoicing is supported alongside it, so the same process applies to clients billed in different currencies.
Can the client billing portal carry our own branding?
Yes. The billing portal is white-labelled and hosted under your own company domain, so clients see your brand rather than ours when they open an invoice or pay it.
Tell us what your oldest unpaid invoice is
Twenty minutes, with an engineer rather than a salesperson. Walk us through how you bill and chase today, and we will show you which parts of it stop needing a person — or tell you honestly if your current process is already doing the job.