GST-ready invoices. Card-ready payments. Statement-ready exports.
Create a PDF invoice with line-items, GST and your branding in under a minute. Send via email with a secure card payment link. Generate a client statement across one case, all cases or a date range. One invoice, two surfaces - CRM per-client, Accounting cross-client.
Branded PDF generation
Your logo, your colours, your firm details. PDF rendering uses pdf-lib - server-side, deterministic, fast. No screenshot hacks.
GST + line items
Every item is taxable or exempt. 10% GST handled at the line level with correct rounding. ATO-compliant output, ready for your bookkeeper.
Secure payment links
One click to attach a card payment link hosted by a PCI-compliant processor. Clients pay card or bank. Payment webhook marks the invoice paid + writes to audit_logs.
Send via email
Generate + send in one action. Uses your authenticated domain (SES). The PDF attaches, the payment link inlines, the message lands in communications.
Statements across cases
Generate a client statement covering one case, all cases or a custom date range. Shows outstanding, paid, credits. Ready for year-end packs.
Per-org branding
Pro and Enterprise both drop in a logo, set the brand colour and ship export-ready invoices. The custom report footer carries over to every invoice and statement.
Audit + immutability
Once sent, an invoice's line items freeze. Editing creates a new version. Payment events, send events, revision events - all in audit_logs.
One invoice. Two surfaces. No re-keying.
Per-client view lives on the client billing tab. Cross-client list lives at /accounting/invoices. Same row, two framings - agents work per-client, accounts manage firm-wide.