Billing Application Journey

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Dashboard

Cases

Mailing

Invoices

Payments

Clients

Reports

Teams

Admin

Role management

Users

Settings

Notifications

Integrations

Delivery history

01 — Case intake

02 — Team assignment

03 — Created case

04 — Invoice requested

05 — Accountant pending actions

06 — Invoice fees and due date

07 — Invoice draft

07a — Edit draft and add fee rows

08 — Issued invoice

09 — Client invoice email

Generated from the actual email template; not sent. The payment link opens a presentation preview.

10 — Client payment page

Payment page preview; no gateway charge performed.

11 — Client paid confirmation

Illustrates the confirmed-payment view; no real transaction.

12 — Select invoice reminder

13 — Reminder queued

Saved in the isolated walkthrough only; no email sent.

14 — Record received payment

15 — Match unidentified receipt

Client billing profile and fee overrides

User invitation and permissions