Proposal-to-Payment, Streamlined
Custom invoicing platform with payment plans, integrated payment processing, and polished client-facing payment pages.
The Problem
A professional services company had a complex quoting and billing process that no off-the-shelf tool could handle. Proposals needed custom line items with flexible units of measure, invoices required multi-installment payment plans with distinct due dates, and clients needed a clean, trustworthy way to pay online. They were stitching together three different tools and still doing manual reconciliation.
Our Approach
We built a full invoicing platform from scratch: a proposal-to-invoice pipeline with custom line items and payment plan generation, integrated payment processing via a PCI-compliant gateway supporting credit card, ACH, and manual methods, and polished client-facing payment pages with built-in receipt generation. Every invoice PDF includes a direct payment link, and payments automatically apply to the correct invoices and installments.
The Result
The entire quote-to-cash cycle now lives in one system. Clients pay directly from invoice PDFs, payment plans track themselves, and the finance team went from hours of weekly reconciliation to zero. Average time from invoice sent to payment received dropped from 12 days to 3.