Send invoices. Know what is owed.
Keep line items, recorded payments and reminder history with the invoice, so an unpaid balance is easy to find and follow up.
Create a professional invoice ready to send.
Add line items with quantities, rates and descriptions. Check taxes and discounts, add notes or terms, then preview the invoice before sending it. No design skills required.
Know who owes you, and how late they are.
Every invoice carries its status and its age, so "outstanding" is never a vague feeling. Partial payments are tracked against the invoice, and the overdue ones surface first instead of hiding in an inbox.
A payment link starts with a clear amount due.
The payment view puts the invoice amount beside the card fields and fee calculation. Review the invoice amount and recorded payments before confirming the remaining balance.
Give overdue invoices a clear follow-up.
A heads-up before the due date, a nudge on the day, then reminders at 7 and 14 days overdue. The history shows what was sent, when, and what still needs attention.
Keep repeat invoices on a regular cadence.
The recurring view groups plans by amount and cadence, with the next invoice date beside each one. Use that schedule when checking renewals and following up on billing exceptions.
faster payment for businesses that invoice electronically. Add online payments and automatic reminders, and you will wonder why you waited.
Keep the invoice details together.
Connect with your favourite tools.
What are the processing fees?
The 2.9% + $0.30 card rate shown here is an example. Stripe processes payments; check your connected account for current rates and supported payment methods.
Do customers need an account to pay?
The card-payment example has no account sign-up step. Confirm the payment-link flow and enabled methods for your Stripe account.
Which payment methods can customers use?
Payment methods depend on what is enabled for your connected Stripe account. Check that account for the current supported methods before sharing the payment link.
Can I take a deposit instead of the full amount?
The example includes a partial payment, with the original invoice amount and remaining balance kept separate. Confirm how your deposit is recorded before billing the balance.
How do recurring invoices work?
A recurring plan needs an amount, cadence and next invoice date. Review those details and the recorded payments when checking a renewal or following up on a billing exception.
What happens to reminders after a payment?
Review the remaining balance and reminder history after recording a payment. Ask us which channels and stop rules your configured reminder workflow supports.
Is there any demo available?
Yes. The guided product demo requires a valid work email. No credit card or sales call is required.
Can I import my existing customers?
Yes. Upload a CSV file and Mako will map your columns to customer fields and tags.
How is the sample outstanding balance calculated?
The four balances are $260, $28, $150 and $170 after a partial payment. Together they make $608 outstanding.
Why does the builder show a different invoice?
The builder shows the Vantage Health draft. The payment view shows Patrick Ward’s separate invoice, so their line items and totals are different.
Start today.
Keep the amount due, payments and follow-up history together, so the next invoice conversation starts with the facts.