Invoicing & Recurring Billing
Retainers, repeat clients, and ongoing work without chasing payments or taking cards over the counter. Email a secure invoice your clients can pay the moment they open it. Collect deposits and retainers before the work begins, or set up automatic billing on a schedule that works for you. Your local advisor reviews how you invoice today, then sets up billing to match.
Invoices with a pay link
Deposits and retainers collected upfront
Automatic recurring billing
Pay-link invoices, upfront deposits, and recurring charges, all handled for you.
01
Send a secure invoice your clients can pay instantly. No paper, no follow-up calls.
02
Get paid before the work starts, not weeks after it's done.
03
Ongoing services and repeat clients are billed automatically on the schedule you set.
Book your Payment Review with a local Toronto-area advisor today. Have a recent merchant statement handy and we'll show you exactly where your money is going.