splose

Create, finalise, send and track invoices in splose- including batch invoicing, payments, credit notes, and automated invoice reminders.

Create, send and manage invoices in splose

Get invoices paid faster with integrations or record payments.

Pay an invoice

Batch invoicing lets you create and send multiple invoices at once- cutting down admin and giving you more time back.

Batch invoicing

Generate statements for a payer contact, including all invoices and balances due for a specific client or for all their clients

Contact statements

Edit a draft invoice easily by updating the attached appointment or support activity before the invoice is marked as sent.

Make changes to an invoice

Invoice a client when they cancel an appointment in accordance with your cancellation policy.

Invoice for a cancelled appointment

Mark cancelled appointments as Do not invoice to prevent them from being invoiced.

Mark appointments and support activities as Do not invoice

Email receipts

Add credits, refund credits and apply credits to invoices.

Create and refund account credit for clients

How to generate and send account statements to clients based on activity and outstanding balance.

Send statements to clients

Add your products to invoices and automatically update inventory.

Add products to invoices

Add a credit note

Learn how splose rounds time and invoice values for accounting accuracy, and how to manage precision when needed.

How splose handles accounting rounding

If you use Splose payments to collect from clients, the fees you pay on each transaction are tax deductible.

Claiming payment processing fees as a tax deduction in Australia

Add a payment method step to any form so clients can securely save a payment method for future payments, without being charged.

Collect client payment methods through your forms

Learn how to turn automatic payment method saving on or off for online invoice and booking payments.

Toggle automatic saving of client payment methods

Invoices & Payments

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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