Collect: quotes, invoices, payments

Send a quote, turn it into an invoice, and get paid by card or bank without leaving the page.

About 13 minutes · Getting paid

Collect is money in: quotes that get signed, invoices that get paid by card or bank transfer, subscriptions that bill themselves, and payment links for everything else. It runs on Stripe underneath, with real money from day one, and every payment lands on the customer's record.

1Connect payments

Open Collect and press Set up payments. You'll connect or create a Stripe account. Stripe asks the standard identity questions any payment company must; ten minutes with your business details covers it.
Check your settings. Collect, then Settings holds your currency, invoice numbering, and the switches described in section 5.

2Quote to cash, the happy path

Create a quote. Line items, quantities, prices. Drag lines to reorder so the document reads the way you want. Send it and the customer gets a branded page where they can accept and sign.
Convert it to an invoice. One click when the quote is accepted. Nothing gets retyped.
The customer pays online. Card or bank transfer (ACH), on a page that carries your logo and colors. You both get receipts, and the invoice flips to paid on your side in real time.

Collect › Invoices

Invoice #1042 · Meridian Holdings

$12,500.00 · due Aug 30

Paid

Invoice #1043 · Harborline Ventures

$8,400.00 · viewed yesterday

Viewed

Invoice #1044 · Okafor Realty

$3,750.00 · 12 days overdue

Overdue

The invoice list. Statuses update themselves as customers view and pay.

Payment plans: Split any quote or invoice into scheduled payments. The public page shows the total once, then each payment with its amount and exactly when it's due. Autopay can run the schedule on a saved card.
Products and subscriptions: Save what you sell as products, and bill monthly or yearly with subscriptions that renew themselves.
Payment links: A link that sells one thing, anywhere you can paste it. Every purchase finds or creates the contact, and a link can ask for a phone number with a real, unticked texting opt-in. Rename a link's address any time; the old address keeps working, so a printed QR code never dies.
Discount codes: Percentage or fixed codes with usage caps, minimums, and end dates, created right here. Buyers type the code at checkout and see the saving before they pay. No logging into Stripe to run a promotion.

3Chase politely, automatically

Open Collect, then Settings.
Turn on the reminder ladder if you want it. A friendly nudge at 1 day overdue, firmer at 4 and 8, final notice at 15, with an AI-personalized opening line so it doesn't read like a robot. It's off by default; Collect never emails your customers uninvited.
Pick the other switches you like. Each automatic customer email has its own switch, all off by default.

Collect › Settings

Overdue payment reminders

Abandoned checkout nudge (1 hour after)

Renewal heads-up (about 7 days before)

Late fees on newly due invoices

Every customer-facing email has its own switch. Nothing sends unless you say so.

Late fees only touch invoices that come due after you switch them on. Enabling them never fees a backlog.

4Keep the books straight

AR aging: Who owes what, bucketed current, 30, 60, and 90+ days. Your receivables at a glance.
Accounting sync: Connect QuickBooks Online or Xero and invoices and payments flow to your books.
Alerts: Choose which teammates hear about a sale, org-wide or per payment link, with the buyer's details included.

5Money can start workflows

Every money event is an automation trigger, and it carries the details with it: invoice paid, payment failed, quote signed, checkout abandoned, a payment link purchased, a subscription starting or ending, and refunds. A welcome email can name what was bought and for how much, and a rule can apply only above a certain amount or only to one product. The Automations guide shows the wiring.