PROFESSIONAL MODULE

Auto-pay invoices with prepaid client balances.

Let clients keep funds on account and settle invoices automatically on due dates.

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Module overview

Faster payments with prepaid balances and smart billing.

What it does

Create wallet balances for each client and apply those funds automatically to invoices. Ideal for retainers and recurring services.

Module highlights

Key features and why teams rely on this module.

Key features

  • Prepaid balances: Clients add funds once and reuse them.
  • Auto-settlement: Invoices paid on the due date automatically.
  • Balance history: Deposits, payments, and refunds tracked.
  • Partial payments: Use wallet first, then other methods.
  • Multi-currency: Separate balances per currency.
  • Low balance alerts: Notify clients before funds run out.

Why teams love it

  • Predictable cash flow: Fewer late payments.
  • Less admin: No chasing invoices.
  • Retainer-friendly: Perfect for ongoing services.

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