Accounts receivable cockpit

Anything that needs billing should be visible here.

Unbilled work$0.00

Draft / ready$0.00

Open invoices$0.00

Past due$0.00

Missed recurring runs0

Unbilled work

Review saved visits and turn them into invoices.

New Visit

Capture the work before you leave the customer.

Customers

Billing, tax and payment preferences.

Products / Services

Reusable line items; recurring agreements and issued invoices keep their own price snapshots.

Invoices

Draft, sent, partially paid, refunded, written-off, settled, paid and past-due balances.

Invoice Report

Defaults to the current calendar month. Issued invoices only; draft, ready-to-send and void invoices are excluded.

Invoiced subtotal$0.00

Taxable subtotal$0.00

Tax-free subtotal$0.00

Sales tax$0.00

Total invoiced$0.00

By customer

Invoice detail

Recent invoices

Record checks, cash, or payments processed outside the app. Stripe/Square direct collection will plug into the same payment ledger.

Recurring Billing

Manage the charges and dates for future invoices.

Configuration

Company settings, invoice branding, numbering, and email delivery.

Company

Company nameBilling email

PhoneWebsite

AddressAddress line 2

CityStateZIP / Postal code

Invoice branding & message

No logo uploaded yet

Company logo (PNG, JPG or WebP; max 3 MB)

Brand accent color Public billing URL

Invoice verification is system controlled.
Customers receive a secure verification link. The verification token and anti-fraud logic cannot be edited from the template.

Email introduction Check-payment instructions

Signature nameSignature subline

Closing message Invoice footer

Stripe card payments

Checks are the primary payment method. Set up your company’s Stripe credentials here for the optional card-payment connection.

Card payments stay off until you explicitly enable them below. This release adds no customer processing fee. The requested 3% credit-card fee is unavailable pending supported processor reporting. Checks remain the primary option.

Open Stripe API keys and select this company’s account or sandbox.
Choose Test below for sandbox keys, or Live for live keys. Paste the matching publishable and server API keys.
Choose Save & test keys. Confirm the account shown belongs to this company.

Stripe environment

Publishable API key Server API key

Webhook signing secret — for the checkout connection

Webhook signing secrets are separate from API keys. If you already have the secret for the application’s endpoint, you can store it here. Create a separate event destination using the endpoint URL below. Keep other applications’ existing endpoints unchanged.

Webhook signing secret

Remove the saved signing secret for this environmentOpen Stripe webhooks

Bank payout details stay in Stripe. Do not paste bank-account numbers, card numbers, or passwords into these fields.

Invoice card checkout

Import the checkout migration included in the patch.
On this app’s dedicated restricted key, keep Accounts at Read. Set Checkout Sessions to Write, Payment Intents to Read, and Charges and Refunds to Read. Leave the other permissions unchanged.
In Stripe → Webhooks, add a new destination for Your account, Snapshot events, API version 2025-06-30.basil. Subscribe to checkout.session.completed, checkout.session.expired, checkout.session.async_payment_succeeded, checkout.session.async_payment_failed, refund.created, and refund.updated.
Use this endpoint URL:
Paste that destination’s signing secret above and choose Save & test keys. Then choose availability below.

Enable new invoice card checkouts in the selected environment I understand this release adds no customer processing fee. My company pays Stripe’s processing charges.

Device security

Allow encrypted offline storage for this company

Lock after five minutes of inactivity. Offline use requires an online sign-in first.

Invoice defaults

Default termsDefault labor rateDefault tax %

Invoice prefixNext numberPadding

Email delivery

Send using

Hosted delivery retains invoice delivery audit information. It does not provide a permanent Sent mailbox or complete email archive. For full sent-message history, use your own mail provider. Generic SMTP does not automatically save a Sent copy; confirm your provider’s archive behavior. Google and Microsoft connections are planned.

Email setup

1. Choose your sending provider

Choose the service for the mailbox you send from. Your customers can receive invoices at any provider, including Hotmail.

Email provider preset

First-run setup

Sign in

Accounts receivable cockpit

Unbilled work

Review saved visit

New Visit

Customers

New customer

Products / Services

Invoices

Invoice Report

By customer

Invoice detail

Recent invoices

Invoice

Resend invoice

Record phone card payment

Record Payment

Write Off Invoice Balance

Record Refund

Recurring Billing

Create recurring schedule