Create, send, and track invoices with integrated Stripe payments, recurring billing,
and real-time financial reporting. From quotes to credit notes, manage your entire billing lifecycle.
From creating quotes to collecting payments, manage every step of your billing process with powerful automation, Stripe integration, and real-time financial insights.
Invoicing & Quotes
Professional Invoices
Create polished invoices with line items, tax calculations, discounts, and automatic numbering. Send via email with PDF attachments.
Quote to Invoice
Full quote lifecycle from draft to accepted. Convert accepted quotes to invoices with one click. Track views and client decisions.
Recurring Billing
Set up recurring invoices with flexible schedules: weekly, biweekly, monthly, quarterly, or annually. Pause and resume on demand.
Credit Notes
Issue credit notes linked to invoices with automatic balance tracking, refund processing, and application to outstanding amounts.
Payments & Expenses
Stripe Payments
Accept credit card and bank payments online via Stripe with automatic reconciliation, receipt generation, and payment method storage.
Payment Tracking
Record manual payments (cash, check, bank transfer), partial payments, and overpayments with automatic balance and status updates.
Expense Management
Track business expenses with approval workflows, receipt uploads, categorization, and the ability to attach expenses to invoices.
Payment Reminders
Automated payment reminder emails with configurable intervals. Auto-detection of overdue invoices with escalation notifications.
Products, Tax & Configuration
Product Catalog
Manage products and services with SKUs, pricing types, billing intervals, and tax rates. Bulk import via CSV/Excel with template downloads.
Tax Management
Configure tax rates with per-product assignment and multi-tax support. Automatic calculation in invoices with tax summary reporting.
Contract Billing
Sync contracts from GLTIC Contracts and auto-generate invoices from billing schedules with proration support.
Custom Branding
Custom logo, colors, and app name per organization. Branded PDF invoices and quotes with configurable terms and footers.
Reporting & Client Portal
Financial Reports
Revenue by client and period, accounts receivable aging, client and provider statements, and tax summaries with CSV/Excel export.
Client Portal
Self-service portal where clients view invoices and quotes, make online payments via Stripe, accept quotes, and download receipts.
PDF Generation
Professional PDF output for invoices, quotes, credit notes, and recurring templates with company branding and custom headers.
Email Notifications
Automated email delivery for invoices, quotes, payment receipts, and reminders with customizable templates and SMTP configuration.
Integrations & Security
Time Integration
Approved billable time from GLTIC Time flows directly to invoices. Track unbilled hours per client and convert to line items.
REST API & Webhooks
Full API access with HMAC-signed webhooks for custom integrations, delivery tracking, and retry mechanisms.
SSO & Two-Factor Auth
Enterprise SSO via OpenID Connect, TOTP two-factor authentication, and role-based access (Admin, Accountant, Sales, Viewer).
Multi-Tenant
Full multi-organization support with data isolation, per-org feature toggles, team member management, and API key access control.