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Invoicing & Payments

Outer orbit • Money

Bill clients, accept payments, and reconcile revenue without duct tape. Invoices flow from CRM deals or Jobs, payments auto-match, and eligibility signals feed Commissions and Payroll — all bonded through Essentials.

Invoice from work done

Generate invoices from closed-won deals or completed jobs with line items, terms, and taxes prefilled.

Templates & Branding

Your logo, colors, and legal notes. Reusable items, taxes, and discounts.

Recurring & Schedules

Set retainers and subscriptions with automatic cycles and email delivery.

Payment Methods

Card, ACH/bank transfer, and local rails (US & Colombia). Partial payments supported.

Automatic Reconciliation

Match payments to invoices; update status and ledger snapshots automatically.

Overdue & Reminders

Grace windows, dunning sequences, and escalation rules that actually run.

Multi-currency

USD, COP, and more. Show, store, and report in base currency with fx snapshots.

Access & Audit

Role-based permissions via Essentials. Each change and payment is traceable.

Connected to your nucleus

Essentials is the bond. Billing, directory, notifications, and audit keep revenue flows consistent across modules.

Money ↔ Invoicing & Payments
Billing & SubscriptionsUnified Directory

Single pipeline from work → invoice → payment → reports, tied to customers and jobs.

Customers ↔ CRM
Unified DirectoryOrbit Dashboard

Contacts and accounts are shared; invoice history appears in the customer view.

Work ↔ Job Management
Docs & SupportNotifications

Completed jobs create draft invoices with milestones, rates, and attachments.

Sales ↔ Commissions
Notifications & Messaging

Payout eligibility can depend on collected revenue; rules update as invoices are paid.

Compliance ↔ Contractor Compliance
Docs & Support

Optional: hold contractor payments when compliance proofs or client receipts are missing.

Typical flows

How revenue moves when Invoicing is bonded through Essentials.

Deal → Invoice

Closed-won creates a draft invoice with customer, owner, and line items from the deal.

Job → Invoice

Completed job or milestone converts to an invoice with time, materials, or fixed fees.

Payment → Commissions

When invoices are collected, eligible commissions move to "ready for payout."

Payment → Payroll

Contractor earnings can be released only after the linked invoice is paid (optional gating).

Overdue → Dunning

Automated reminders escalate; account status can pause new work until caught up.

Release window

Phase 2 — Retention & Operations

Target: Aug 2026

  • Quotes → invoices workflow
  • Online payment support (card/ACH/local rails)
  • Auto-reconciliation & reminders
  • Integration with Commissions payouts

Invoicing & Payments is an outer-orbit module. It relies on Essentials for identity, directory, billing, notifications, and audit. Country coverage begins with the U.S. and Colombia (IVA/retenciones aware), with additional regions to follow.