Industries · Professional Services & B2B
Bill like the professional you are.
Retainers, invoices, and five-figure engagements deserve better than 'check's in the mail.' Modern billing keeps the work — and the cash — flowing.
What we set up
The playbook for your counter.
Invoice from your desk
Professional invoices with a pay-now button, sent by email and tracked to the penny.
ACH and cards together
Give clients both rails: cards for convenience, bank transfer for the big engagements.
Retainers on schedule
Recurring billing keeps monthly retainers and subscriptions collecting themselves.
Level II & III data
Corporate and purchasing cards can qualify for lower interchange when enhanced invoice data travels with the charge — we set that up where the platform supports it, and it's one of the first things we check on B2B statements.
Cards on file for repeat work
Tokenized client cards make follow-on engagements one click to bill.
Books your accountant will like
Exports and clean reporting hand the ledger over without a reconciliation project.
The solutions behind this playbook.
Start with the pieces most Professional Services & B2B setups lean on:
Tell us how you sell.
A free rate review reads your current setup and maps the one that fits your industry.