Invoices & firm books
Your practice is a business too.
Included in: Professional plans
Bill your clients, take payment online, and keep your own firm's books in the same system.
Your practice is a business
Firm income, expenses and reports, in the same system as your clients' books.
Invoice and get paid
Send an invoice, take card payment, and watch it settle.
Time turns into revenue
Approved time becomes invoice lines without leaving the workspace.
How it works
- 1
Set up the firm's books
Your own chart of accounts and bank connection.
- 2
Bill clients
From engagements, projects or tracked time.
- 3
Read your own numbers
The same report set your clients get, pointed at your practice.
Invoices & firm books questions
Yes — completely. Your firm's ledger is its own set of books.
No. They are part of the professional plan.
Works with
Try invoices & firm books free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.