What invoicing features does SuiteDash include?

SuiteDash includes estimates, one-time invoices, recurring billing, subscription plans, and installment payments in one connected system. Three invoice generator types handle different scenarios: on-demand for manual creation, recurring for automatic scheduled billing, and accumulating for building invoices over time from billable entries. Items, add-ons, packages, and price bumps provide flexible pricing structures. Everything connects to client records, projects, and the portal automatically.

Does SuiteDash support recurring or subscription billing?

SuiteDash supports both recurring invoice generators and subscription plans. Recurring generators create invoices on a schedule at intervals you define. Subscription plans tie to payment gateways for automatic collection through Stripe, Braintree, or Authorize.net. Paid portal access can gate the client portal behind an active subscription, automatically restricting access when payment fails. Clients resubscribe from the login page if their subscription lapses.

Which payment processors does SuiteDash integrate with?

SuiteDash integrates with Stripe for credit card payments, Stripe ACH with Plaid verification for bank transfers, Braintree for credit card processing, Authorize.net for credit card payments, and PayPal for credit card transactions. Multiple gateways can be enabled simultaneously, letting clients choose their preferred method. PayPal cannot process subscription payments. Stripe ACH requires monthly or longer billing cycles and offers lower transaction fees than credit card processing.

Can clients pay invoices through their portal?

Clients see all their invoices inside the branded portal with full payment history and upcoming recurring charges. They pay directly from the portal using any enabled payment gateway. Stored payment methods allow faster checkout on future invoices. Payment confirmations send automatically, and invoice status updates across all connected records. Clients also access invoices through email notification links that direct them to the portal payment view.

How does invoicing connect to proposals and projects?

When a client approves and signs a proposal, SuiteDash can automatically generate the first invoice through automation. Project generators can include billing configuration that creates invoices on project creation. Time tracking entries accumulate into invoices through the accumulating invoice generator. Estimates convert to invoices on client approval. This connected workflow eliminates manual invoice creation and keeps billing synchronized with actual work and client agreements.

Can I create reusable billing components in SuiteDash?

SuiteDash provides a complete billing component system with items, add-ons, packages, and price bumps. Items define individual services or products with pricing. Add-ons attach to items with conditional availability rules. Packages bundle items and add-ons at custom pricing. Price bumps modify rates for subscription upgrades or premium tiers. These components are reusable across invoices, estimates, proposals, and checkout forms throughout the platform.

Does SuiteDash support deposits and installment payments?

SuiteDash handles partial payments, deposits, and structured installment plans. Configure deposit requirements on proposals, allow clients to make partial invoice payments, or set up scheduled installment plans that break the total into multiple payments with individual due dates. The system tracks remaining balances and displays installment schedules in the client portal. Clients choose to pay individual installments or the full remaining balance at any time.

How does SuiteDash invoicing compare to standalone billing tools?

Standalone invoicing tools manage billing in isolation, requiring integrations to connect with your CRM, project management, and client portal. In SuiteDash, invoices generate from proposals, link to projects, appear in the client portal, and update the CRM record automatically. When a client pays, automations can trigger project creation, circle assignments, portal access, and follow-up sequences without any middleware or manual intervention between systems.

Are there limits on invoices or transactions in SuiteDash?

All SuiteDash plans include unlimited invoices, estimates, and payment transactions with no per-invoice or per-transaction fees. There are no caps on invoice volume regardless of plan level. QuickBooks Online integration provides one-way sync that pushes invoices and estimates from SuiteDash to QuickBooks for accounting records. The billing system scales with business growth without incremental licensing costs tied to transaction volume.

What billing models does SuiteDash support?

SuiteDash supports one-time project billing, hourly billing through time tracking, recurring retainer invoicing, subscription plans with automatic payment, installment payment schedules, and checkout form purchases with on-page payment. The three generator types handle scheduled, on-demand, and accumulating billing patterns. Paid portal access ties subscriptions to platform entry. This flexibility covers service businesses, membership organizations, and product-based companies within one billing system.

Invoicing

Send estimates and invoices, collect online payments, and keep recurring billing tied to the same Client record.

Create estimates and invoices from work already tracked in SuiteDash, offer supported online payment methods, and manage Subscription Plans or recurring invoices as the relationship continues. Staff and Clients can follow billing in their respective dashboards.

Replaces…~~FreshBooksZoho BooksChargebee~~

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Advisor and client review a digital invoice in a Solstice-branded workspace

A Complete Billing Solution

Craft and send estimates and invoices, incorporating items, subscriptions, and discounts. Clients can conveniently pay online via your chosen payment gateway.

Build and send out Estimates and Invoices to Prospects & Clients, using ‘Items’, ‘Subscription Plans’, ‘Add-Ons’, ‘Packages’ ‘Taxes’, and ‘Discounts’

Clients can easily pay their Invoices online using your choice of Payment Gateway

Powerful Installment Payments lets you easily manage custom payment arrangements with your Clients

You’ll be notified as soon as a Client makes payment

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Dynamic Digital Proposals

Automatically generated at the perfect moment, these interactive proposals allow real-time “shopping” choices, instant acceptance and immediate payment via credit card or bank payments.

Build Proposals that can be Auto-Generated Dynamically at exactly the right moment in your workflow

Dynamic Proposals allow interactive selections and choices made by your Prospect

Clients can seamlessly pay online using your preferred payment gateway Proposal signing

Automate the entire Proposal to Payment process and you’ve saved many hours of work every week!

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Subscription Plans & Recurring Invoices

Ensure accurate billing, easy payments and steady cash flow with SuiteDash’s Subscription Plans and Recurring Invoices

Set up a Subscription Plan to automatically charge clients on a recurring schedule, ensuring steady cash flow and reducing administrative tasks.

Create initial invoices that include both one-time payments and subscription plans, tailoring billing to meet diverse client needs.

Utilize a ‘Recurring Generator’ to automatically populate invoices for clients on a set schedule, streamlining your invoicing process and saving time.

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Stored Payment Information

clients can update their payment info directly in their Billing Dashboard. All payment data is encrypted in transit and stored securely via a 3rd party & PCI-compliant vaulting service

Send a request to clients to enter their payment details through a bank-level encryption process – it’s secure and convenient

Clients can authorize your company to make payments on their behalf, simplifying the payment process and ensuring timely transactions.

To ensure sensitive data is fully protected, payment information is stored and secured by a PCI-compliant third-party processor.

Clients can easily update their stored payment information directly in their Billing Dashboard, maintaining accuracy and convenience.

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My Billing Dashboard

Empower clients to manage their business interactions, view subscriptions, outstanding invoices, and proposals at a glance. Easily add/remove payment information, change payment methods, and pay invoices or approve estimates.

Each of your Clients have their own Billing Dashboard where they can see everything related to their business with you

At-a-glance summary of your Client’s current Subscriptions, outstanding Invoices, and current Estimates & Proposals

Your Clients can easily add/remove stored payment information, or change the payment method for their current Subscriptions

Clients can pay Invoices, approve Estimate sand Proposals right from the Dashboard

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Time Tracking & Billing

Team members can track time spent with a simple timer, perfect for client calls or on-the-go tasks. Convert tracked hours into invoices with ease, and set default rates (with the option to keep them hidden). SuiteDash ensures you capture every billable minute for maximum profitability.

Internal users can track time spent on particular Tasks or Projects, then convert those completed Timers into billable hours

Timers provide an easy and intuitive way to keep track of time spent on ‘on-the-go’ Tasks like Client conference calls and work lunches

Set default Hourly Rates for each user, and optionally hide it if you don’t want them to know your billing amount for their work

Easily convert Tasks from Projects directly into billable Items, and add them directly to Invoices

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Time Tracking Widget

Persistent, real-time tracking right from your workspace. Manage all timers from the widget, regardless of location within the platform. Customize its placement and visibility for your team, ensuring everyone stays focused and billable hours are captured effortlessly.

Have full control and manage all Timers right from the widget, from anywhere in the platform

Use a persistent on-screen widget that tracks in real time in both the widget and browser tab

Click and drag the widget vertically to ensure nothing on the page is obscured

Turn the widget on or off, and configure which Roles can see the widget in their account

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Your Choice of Gateway

Choose from popular payment gateways like Stripe, Braintree, PayPal, and Authorize.Net to securely accept payments. SuiteDash seamlessly integrates for effortless processing, keeping all your transactions tracked, logged, and secure.

All Client Invoice payments are processed through your choice of Payment Gateway using your own merchant credentials

Seamless integration between SuiteDash and your chosen payment gateway ensures all payments are tracked, logged, and processed securely

Stripe, Braintree, PayPal & Authorize.Net are currently supported in SuiteDash, with new gateways on the horizon for future integration

Turn the widget on or off, and configure which Roles can see the widget in their account

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I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.

~ Sharpened P. via G2

Invoicing

Send estimates and invoices, collect online payments, and keep recurring billing tied to the same Client record.

Create estimates and invoices from work already tracked in SuiteDash, offer supported online payment methods, and manage Subscription Plans or recurring invoices as the relationship continues. Staff and Clients can follow billing in their respective dashboards.

A Complete Billing Solution

Craft and send estimates and invoices, incorporating items, subscriptions, and discounts. Clients can conveniently pay online via your chosen payment gateway.

Dynamic Digital Proposals

Automatically generated at the perfect moment, these interactive proposals allow real-time “shopping” choices, instant acceptance and immediate payment via credit card or bank payments.

Subscription Plans & Recurring Invoices

Ensure accurate billing, easy payments and steady cash flow with SuiteDash’s Subscription Plans and Recurring Invoices

Stored Payment Information

clients can update their payment info directly in their Billing Dashboard. All payment data is encrypted in transit and stored securely via a 3rd party & PCI-compliant vaulting service

My Billing Dashboard

Empower clients to manage their business interactions, view subscriptions, outstanding invoices, and proposals at a glance. Easily add/remove payment information, change payment methods, and pay invoices or approve estimates.

Time Tracking & Billing

Team members can track time spent with a simple timer, perfect for client calls or on-the-go tasks. Convert tracked hours into invoices with ease, and set default rates (with the option to keep them hidden). SuiteDash ensures you capture every billable minute for maximum profitability.

Time Tracking Widget

Persistent, real-time tracking right from your workspace. Manage all timers from the widget, regardless of location within the platform. Customize its placement and visibility for your team, ensuring everyone stays focused and billable hours are captured effortlessly.

Your Choice of Gateway

Choose from popular payment gateways like Stripe, Braintree, PayPal, and Authorize.Net to securely accept payments. SuiteDash seamlessly integrates for effortless processing, keeping all your transactions tracked, logged, and secure.

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

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