Billing
Create invoices from tracked time or fixed fees. Easily track WIP, billing, and outstanding amounts in one place.
Turn Work-in-Progress (WIP) into Invoices.
View all unbilled work across jobs and clients in one place. Review WIP, make adjustments if needed, and batch-create invoices from tracked time or fixed fees.
Track Payments and Outstanding Balances
Record payments as they come in, full or partial - and easily see what’s still owed. Built-in aged receivables reporting helps you stay ahead of overdue accounts and keep cash flow healthy.
Quickbooks Online (QBO) or Xero Sync.
Create and send invoices directly from Tidyflow, or sync them to QuickBooks Online or Xero when needed. Keep your billing workflow flexible without double entry.
Recurring Invoices for Ongoing Work
Automatically generate recurring invoices for retainers and ongoing services like payroll or monthly bookkeeping. Set the schedule once and reduce manual billing each period.
Features
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Work-in-Progress (WIP) Management
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Batch Create Invoices from Time & WIP
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Manual & Fixed-Fee Invoices
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Recurring Invoices
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Partial Payments
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Aged Receivables Reporting
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Billing & Realization Reports
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QuickBooks Online (QBO) or Xero Sync
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Service Types & Rates
View and manage unbilled work across jobs and clients. Review, adjust, and invoice directly from WIP.
Select unbilled time or WIP entries and turn them into invoices in a few clicks.
Create one-off or fixed-fee invoices without needing tracked time.
Automatically generate recurring invoices.
Record full or partial payments and keep outstanding balances accurate.
Track outstanding invoices by age (current, 30, 60, 90+ days) and client.
Analyze billed vs billable work by client, job, employee, or service type.
Optionally sync invoices to QuickBooks Online or Xero.
Set default rates by service type and override them per client when needed.
Boost your cash flow today. See how Tidyflow can help you bill faster, track payments, and spend less time chasing invoices.
FAQs
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No. You can create and send invoices directly from Tidyflow without syncing to an external accounting system. Syncing to QBO or Xero is optional.
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Yes, you can email your invoices directly from Tidyflow.
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Yes. Firms can choose to keep invoices in Tidyflow only, or sync them to QuickBooks Online or Xero.
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Not yet. Payments and automated follow ups are on the roadmap. Today, Tidyflow focuses on invoice creation, tracking, and reporting.
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Yes. You can record full or partial payments against invoices and track outstanding balances.
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Tidyflow includes billing, aged receivables, realization, and time reports to help firms understand cash flow and billing performance.
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You can create tax rates manually in Tidyflow, or import them from QuickBooks Online or Xero.