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Financials & payments
Give clients a clearer picture of their project’s financial documents and recorded payments.
Give each balance a visible explanation
Clients can review shared financial documents, installments, recorded receipts, allowances and credits. Eligible invoice or estimate installments can lead to online checkout when enabled by the company. Estimate values and proposed changes stay separate from invoiced debt.
Financials & payments
Get to know the tools
5 ways to workProject financial overview
Follow the financial picture.
Explore this toolEstimates, invoices & downloads
Keep the documents accessible.
Explore this toolPayment requests & installments
See amounts, due dates and history.
Explore this toolEligible online payments
Pay supported installments through Stripe.
Explore this toolAllowances & credits
See the adjustments that matter.
Explore this toolShared documents and recorded receipts help company and client discuss the same financial position.
Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.