Business profile
The basics customers see on invoices, emails, and payment pages.
Company information
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Email service
Gmail
Send invoices directly from your inbox
Connected
Payments (Stripe)
Stripe
Connect your Stripe to accept card payments into your own account
Connected
Default invoice notes
Customize invoice
Website colors
Blue accent
Policies (optional)
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Customer text messages (for "on my way", follow-ups & reminders)
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These are the texts your team can send to customers. Use placeholders and the app fills them in automatically: {name}, {company}, {eta}, {invoice}, {amount}, {paymentUrl}, {reviewLink}.
Automatic payment reminders (email)
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When enabled, the system automatically emails customers about overdue, unpaid invoices on the schedule below — and stops as soon as an invoice is marked Paid. Requires the server email + reminder schedule to be set up by the developer.