Payments, Invoices & Estimates
Accept payments, bill clients, and manage products.
Overview
Integrated payments (cards, ACH, payment plans) with a product catalog, invoices, estimates, and payment links. Transactions create records, trigger workflows, and feed reporting. Stripe and other processors are supported per region.
What it's for
Monetize — sell products, bill services, and collect recurring or one-time payments.
Capabilities
Product catalog
Products with variants, pricing, and inventory.
Invoices
Send invoices with line items, due dates, and online pay.
Estimates
Send quotes that clients accept and convert to invoices.
Payment links
Reusable checkout links embeddable on pages/emails.
Payment plans
Split payments and subscriptions.
Transactions & refunds
Full transaction history, partial/full refunds.
Workflow triggers
Invoice sent, paid, failed, and refund events trigger workflows.
Use cases
Service billing
Send an estimate; on acceptance convert to invoice; on payment trigger a fulfillment workflow.
Sell a digital product
Embed a payment link on a funnel step; on purchase grant membership access via workflow.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design the billing setup for a [industry] business: products, invoice vs estimate flow, payment plans, and the workflows that fire on paid/failed.Write a dunning workflow that retries a failed invoice [N] times, notifies the customer, and suspends access on final failure.Integrations & connections
- Payments trigger workflows (paid, failed, refunded)
- Purchases can grant memberships or create opportunities
- Feeds revenue reporting
Gotchas & limits
Things an AI should not assume about this feature.