Invoicing where the work already lives. Log hours against a client, then start an invoice and pull them in — each entry becomes a priced line, so you are not retyping your own timesheet into a bill. Send it, and when it's paid the dollars flow into Finance automatically. No QuickBooks tab to keep open.
Click + New Invoice from the hub or any Account detail page.
The Account picker already knows your clients. Customer name, email, address, billing details auto-populate from the Account record.
Status badges flip (Sent → Paid). KPI tiles update. When paid, Sync to Finance pushes the dollars into the GL.
Free to start. Where the deal lives. No QuickBooks tab.
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The $24K Apex deal that closed in Pipeline — already paid via Stripe. The Crestmark monthly invoice that auto-populated from the Time entries. The Northbeam invoice 10 days overdue, sitting in red until the follow-up email lands. The Q3 Strategy Engagement Phase 2 invoice you created in 60 seconds because the Account picker remembered everything. The Sync to Finance click that flowed paid revenue into the GL without a CSV export. The receivables picture you'd otherwise rebuild in QuickBooks every month, line by line.