From quote to
money in the bank
Most practices lose more to unbilled work and late payers than to bad pricing. ClearBills runs the whole chain — proposal, engagement letter, invoice, card on file — so the fee is agreed once and collects itself after that.
Proposal to payment
One flow, no handoffs.
Accept and pay in the same place
The client opens a branded quote, accepts it, and enters their card without changing tab. The engagement letter, proforma and invoice follow on their own.
Quote, proforma, invoice
Each converts into the next automatically, so nobody rekeys a figure and the paperwork always matches what was agreed.
Deposits, instalments and part payments
Split a fee across a deposit and instalments, or record a payment taken outside the system — the balance shown always reflects what has actually been paid.
Getting paid
The part that decides whether the year works.
Card kept on file
The card is stored on the first payment and charged on the due date after that, so a recurring fee stops turning into a debtor and a chasing email.
Charges you can see coming
Clients are told before an instalment is taken, and the practice sees what is due to collect this week rather than finding out at the month end.
Payments landed on the ledger
What was invoiced, what was paid and what is outstanding stay in step with the books rather than living in a separate spreadsheet.
Work in progress
So the invoice matches the work.
Lines become work items
Everything you quoted turns into tracked work, so the job that was sold is the job that gets done — and billed.
One board for the practice
Billed, statutory, project and internal work on a single board, with an owner on each item so nothing sits half-finished and unbilled.
See it on your own fee list
Bring a real proposal and we'll run it end to end. See pricing.
Book a demo