Charge upfront on acceptance, bill on a recurring schedule, or invoice on completion. Set the expectation on the proposal so cash flow matches how you work.
Set up recurring billing schedules with defined line items and frequencies. Then let OnboardMe handle what’s due, so revenue isn’t tracked in spreadsheets or left to memory.
Request card or direct debit details during proposal acceptance or onboarding, to avoid payment delays of upfront charges and on-completion bills.
Give clients a secure Billing Summary where they can update saved payment methods, review outstanding invoices, and pay online. Reduce email follow-ups and the need to resend invoices.
Raise invoices and take payment in OnboardMe and sync them to your connected accounting integration. One flow, simple, quick and easy.
Track outstanding and paid bills, take payments, raise ad hoc invoices, and manage recurring schedules from one workspace . No jumping between emails, spreadsheets, and your ledger.
Collect payment at proposal acceptance, or when a client pays outstanding invoices online through the Customer Billing Portal.
What is agreed in the proposal is what will be billed, with all upfront, recurring, and completion charges clearly outlined before work begins.
Sync invoices to your accounting system, instead of retyping line items and tax.
Proposals, onboarding, billing, and payment details share the same client record, with no duplicate data capture.
Set upfront, recurring, and on-completion charges before work starts. Clients accept, pay, or save payment details in the same step.
Collect billing profiles and payment methods during onboarding when you need them before the first invoice or first charge.
Send clients a secure link to their Billing Summary so they can manage payment details and pay outstanding invoices without calling the office.
Where required, identity verification and AML checks can run in the same workflow so you are not waiting on compliance before you can bill.
