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