Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
No credit card required. Cancel anytime.
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.
Send the invoice. Get paid online.
Every invoice you send includes a one-click pay link. Clients pay by card from a branded payment page, saved methods make repeat invoices effortless, and cash flow speeds up the moment you hit send.
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
-
Work-in-Progress (WIP) Management
-
Batch Create Invoices from Time & WIP
-
Manual & Fixed-Fee Invoices
-
Recurring Invoices
-
Online Payments
-
Partial Payments
-
Aged Receivables Reporting
-
Billing & Realization Reports
-
QuickBooks Online (QBO) or Xero Sync
-
Service Types & Rates
-
40+ Currencies
-
PDF Generation
-
Email Invoices
-
Custom Invoice Numbering
-
Billing Report
-
Realization Report
-
WIP Report
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.
Clients pay invoices online with one click - saved payment methods make repeats effortless and cash arrives faster.
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.
Set up your workspace in your local currency, with over 40 currencies available.
Generate professional invoice PDFs ready to send or download.
Send invoices directly to clients from Tidyflow without leaving the platform.
Configure invoice number prefixes and sequences to match your firm's conventions.
Analyse revenue by client, employee, or service type over any date range.
Compare billable vs actual hours to understand profit margins and team efficiency.
Track unbilled time across clients and convert it directly into invoices.
Boost your cash flow today. See how Tidyflow can help you bill faster, track payments, and spend less time chasing invoices.
No credit card required. Cancel anytime.
Explore More Features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.
FAQs
-
No. You can create and send invoices directly from Tidyflow without syncing to an external accounting system. Syncing to QBO or Xero is optional.
-
Yes, you can email your invoices directly from Tidyflow.
-
Yes. Firms can choose to keep invoices in Tidyflow only, or sync them to QuickBooks Online or Xero.
-
Yes. Every invoice you send includes a secure pay link so clients can pay by card from a branded payment page. Saved payment methods make repeat invoices easy. You can also still record manual payments (full or partial) as they come in.
-
Yes. You can record full or partial payments against invoices and track outstanding balances.
-
Tidyflow includes billing, aged receivables, realization, and time reports to help firms understand cash flow and billing performance.
-
You can create tax rates manually in Tidyflow, or import them from QuickBooks Online or Xero.