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Billing Workspace
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Welcome,

Chart date range

Business snapshot

Billing performance

Explore reports

Your account

Billing at a glance

Connect Messenger

Connect this account to a conversation with our Facebook Page. Sign in here to get a one-time code, then send CONNECT followed by the code in that Page conversation.

Messenger handoffs

Answer customers in the Page inbox. Resume automation here after the conversation is resolved.

Conversation IDPage user IDSinceReasonLatest messageAction

Billing

Invoices

InvoiceClientDueTotalBalanceStatusAction

Client
Client account number
Due date
Payment reference
Opening date
ItemQuantityUnit priceLine total
Subtotal
Tax rate
Tax
Total
Balance

Reconciliation

Payments

InvoiceClientAmountSourceStatusSubmittedNoteActions

Submit payment proof

Record payment already received by staff

Billing insights

Reports

Monthly statements

Client billing

ClientMonthly amountBilling date anchorNext statementDue afterMissed paymentsStatusAction

Set client monthly charge

Past dates are allowed. The app starts from the next upcoming billing cycle.

The daily job sends a statement on each monthly billing date. New amounts apply to future statements; issued bills keep their original amount.

Core records

Clients

AccountNameEmailPhoneAddressStatusNotificationsActions

Add client

Monthly billing
Past dates are allowed; the next statement starts from the next upcoming cycle.

The daily job creates each monthly billing statement on the anchor date. Set up the company payment QR before adding a client.

Access

Users

NameEmailRoleStatusActions

Add user

Client logins are created automatically in Add client. New staff receive a password setup email.

Business profile

Company & payment details

Payment QR image

Notifications

Email settings

Edit statement, invoice, reminder, confirmation, and rejection messages.

Placeholders: {client_name}, {account_number}, {invoice_number}, {amount_due}, {due_date}, {payment_reference}, {company_name}, {payment_instructions}, {payment_amount}, {payment_status}, {payment_note}, {statement_name}, {billing_month}, {current_amount}, {arrears}, {statement_total}, {statement_link}, {payment_qr_link}. The client account number is included in every message body.

Reminder timing

Leave a field blank to disable that reminder.

Email delivery

SMTP credentials and the Brevo API key are encrypted and never shown again.