Finance
Invoices, payments, and accounting glue
Issue invoices from estimates or from scratch. Track payments, send reminders, export for accounting.
The problem
Service businesses lose money to slow collections and inconsistent invoice formatting. Accountants get a folder of PDFs instead of structured data.
How it works
- Step 01
Generate from estimate
Promote an approved estimate to an invoice in one click.
- Step 02
Send to client
Hosted invoice link with download-as-PDF; reminders configurable.
- Step 03
Record payments
Capture payments inline — partial, full, refunds.
What's included
Sequential invoice numbers
Org-scoped with configurable prefix; accountants love it.
Multi-currency
Each invoice carries the currency set on the org / estimate it came from.
Hosted client view
Client opens the invoice via a tokenized link — no account needed.
Inline payment tracking
Record cash, check, ACH, card, or any custom method.
Reminders
Automatic + manual reminders on overdue invoices.
Audit log
Every status change + payment is timestamped and user-attributed.
Why teams choose this
- Cut days off your average collection time with auto-reminders.
- Keep accounting clean with sequential numbering + structured exports.
- Stop chasing — payment status is visible to the whole team.
- Hosted client view drops the friction on collection.
Use cases
One-time service call
Invoice on completion, paid via card at the door.
Recurring monthly bill
Monthly invoice for a recurring service contract.
Milestone invoices
Phased construction invoices tied to project milestones.
Works well with
Frequently asked
Do you process payments directly?
Yes. BisHub supports online payments, payment tracking, payment accounts, invoices, and financial reporting in the finance workflow.
Can I customize the invoice template?
Logo, brand color, footer text, payment details, and customer-facing invoice links are configurable in the business workflow.
Can I refund a payment?
Yes — record a negative payment with a reason; the invoice balance updates and the audit log captures it.
What about taxes?
BisHub supports tax handling inside invoice workflows, with finance reports helping teams review invoices, payments, expenses, revenue, and profit tracking.
Can I export for accounting?
Yes. Finance exports and reports help teams reconcile invoices, payments, expenses, revenue, and profit tracking with their accounting process.
Are invoice numbers globally unique?
Per organization. Each org has its own sequence so two orgs on the same BisHub instance don't collide.
Try Invoices, payments, and accounting glue
Free for small teams. Activate it on your account in one click.