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StackOS

Invoices and care plans

Invoices they pay. Care plans that bill themselves.

Branded invoices with a pay button, recurring billing for care plans and retainers, payment plans for big projects, and a service catalog clients can browse. StackOS never takes a cut of what your clients pay you.

Billing
The invoices list with paid, due and overdue totals

The problem

The first of the month is invoice day.

You write the same care plan invoices by hand, chase the late ones, and split big projects into payments in a spreadsheet. Then you reconcile it all in your accounting tool.

01Invoices

Invoices with a pay button

Line items from your service catalog, discounts, tax, PDFs, email, reminders, and online card payment. Clients can save a card for next time.

  • Invoices
An invoice with line items, payment status and history
An invoice paid by saved card.

02Recurring billing and payment plans

Recurring billing and payment plans on autopay

Care plans and retainers bill themselves on a schedule and charge the saved card. Split a large project into an installment plan and let autopay collect it.

  • Recurring billing and payment plans
Recurring invoices for care plans, on autopay
The recurring schedule with autopay on.

03Services and packages

Services and packages clients can request

Package your services into tiers and ongoing plans once. Clients browse them in their portal and request one, and you price every proposal from the same catalog.

  • Services and packages
The Website Care package with three tiers and a comparison
Your services, available in the client portal.

What's included

Everything in Billing.

Included on every plan, with nothing to add on.

Invoices

Branded invoices with a pay button, reminders, tax, discounts, and PDFs.

Recurring billing and payment plans

Care plans and retainers bill themselves on autopay, and big projects split into payments.

Services and packages

Your services packaged and priced, so clients can request them from their portal.

Works with the rest of StackOS

Every payment lands in the books.

Invoices, payments, and recurring billing post to the double-entry ledger when you use Books, and every invoice sits on the client record next to the project it paid for.

A fair question

“Do you take a fee on my invoices?”

No, never. Your clients pay you through Stripe at Stripe's standard processing rates. StackOS adds nothing on top, and you keep all of your revenue.

Frequently asked questions

Which payment processor does StackOS use?

Card payments run through Stripe at Stripe's standard rates. StackOS never stores card numbers and never takes a cut.

Can clients turn on autopay themselves?

Yes. From their portal, clients save a card and turn on autopay for recurring invoices.

Can I bill a project in installments?

Yes. Split the total into an installment plan and StackOS sends and collects each payment on schedule.

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