Money

The fee you typed on a client becomes a real invoice, on its own schedule. a real invoice

Set a client's billing cycle once, monthly, quarterly or yearly, and AccountsOS raises the invoice from your own company, on time, every time. Card and bank transfer are live today; direct debit is coming.

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Runs automatically every morning. Nothing to chase by hand.

Client invoicing on AccountsOS: The fee you typed becomes a real recurring invoice, raised and sent for you.

The practice's Billing screen listing clients with their billing cycle, next invoice date, last invoice and paid or overdue status

How it works

Set the cycle

A client goes onto monthly billing the moment they accept. Switch it to quarterly or yearly, or turn it off, any time.

The invoice raises itself

On the due date, AccountsOS creates the invoice from your own company's books, in your own numbering, with your invoice terms.

It goes out automatically

The client gets it by email with a card payment link and your bank details for transfer, no drafting required.

Paid or chased

A payment matches into your own books the same way any payment does. Unpaid past 14 days, the client gets the same nudge a founder invoice gets.

One fee schedule per client: monthly, quarterly, yearly, or not billed at all
Invoices raised from your own company's books, not a separate billing system
Card payment link and bank transfer live today; direct debit is coming
Late invoices get nudged the same way any overdue invoice does
See every client's next invoice date, last invoice and paid/overdue status in one screen

A recurring practice invoice to a client, showing the practice's own branding, invoice number, line items and payment options

FAQ

The questions accountants ask first

Can clients pay by direct debit?

Not yet. Card and bank transfer are live today; direct debit is coming.

Do I have to raise these invoices myself?

No. Once a client is on a billing cycle, the invoice raises and sends itself on the due date. You can also run it on demand from the Billing screen.

Where do these invoices live?

On your own company's books, the same invoices module you already use for every other invoice you raise. Nothing new to learn.

What happens if a client doesn't pay?

The same chasing that already nudges a late founder invoice nudges a late client invoice too, and it shows up as overdue on your Billing screen.

Can I change a client's fee without breaking the schedule?

Yes. Update the fee on Economics and the next invoice raises at the new amount, the schedule itself is untouched.

Related features

Client engagements

Every accepted client becomes an engagement, fee, cost and margin, automatically.

Economics

Type what your team costs once, and margin, profit and effective rate become real per client.

Put Client invoicing to work

30-day free trial, then priced per live client. No minimum.

Add Finn to your practice

See every feature on the features page.