Invoicing clients and getting paid

Raise invoices, take Stripe and Square payments, send reminders and convert WIP to billed work so your practice gets paid faster.

Getting an invoice out the door is only half the job. Getting it paid, without chasing, is what keeps your practice's cash flowing. Finye brings invoicing, online payments and reminders into the same place you already manage clients and work, so there is no double handling and no waiting for a separate billing tool to catch up.

This guide walks through raising an invoice, taking payment online, sending reminders and billing directly from your work in progress. If you have not set up your client records yet, start with the getting started guides first, then come back here.

Before you start

You will get the most out of Finye's invoicing once a few things are in place:

Your clients are set up with the correct billing contact, whether the client is a company, trust, partnership, sole trader or SMSF.
A payment provider is connected. Finye takes online payments through Stripe and Square. Connect one in your practice settings so clients can pay an invoice from the link you send.
Your practice details and branding are configured, so invoices carry your firm's name, ABN and logo.

Step 1: Create an invoice

Invoices live alongside the rest of your client data, so you can raise one without leaving the client's record.

Open the client you want to bill and start a new invoice.
Confirm the bill-to contact. Finye pulls this from the client's contacts, so check it is the right person where a client has several contacts.
Add line items. Enter a description, quantity and unit price for each piece of work. Add GST where it applies so the invoice totals correctly for your Australian clients.
Set the invoice date and a due date. A clear due date is what later reminders are measured against.
Review the totals, then save the invoice as a draft or finalise it ready to send.

Tip: keep descriptions client-friendly

Line item descriptions appear on the invoice and in the client portal. Write them so the client understands what they are paying for, for example "Quarterly BAS preparation and lodgment" rather than an internal job code.

Step 2: Send the invoice and share the pay page

Once an invoice is finalised, send it to the client. Finye generates a public pay page for each invoice, a secure link the client can open without logging in. The pay page shows the invoice detail and, where you have connected Stripe or Square, a button to pay by card on the spot.

Clients who use the client portal will also see the invoice there. From the portal they can review the invoice, pay it and keep a record of what they have been billed, all in one place.

Step 3: Take payment

Finye supports paying online so you are not waiting on bank transfers or manual reconciliation of who has paid what.

The client opens the pay page or the portal and chooses to pay.
Payment is processed through your connected Stripe or Square account.
The invoice is marked as paid in Finye once the payment succeeds, so your view of what is outstanding stays accurate.

Because payment status updates against the invoice automatically, your outstanding list reflects reality rather than your memory of who has settled up.

Step 4: Chase outstanding invoices with reminders

Most late payments are not refusals, they are simply forgotten. Payment reminders take the awkward follow up off your plate.

Reminders are sent against the invoice's due date, so an invoice that passes its due date can prompt a follow up to the client.
The reminder points the client back to the same pay page, making it easy for them to pay in a couple of clicks.
You keep the relationship intact because the chasing is consistent and professional rather than ad hoc.

Set your reminders up once and let Finye handle the routine nudging, stepping in personally only for the invoices that genuinely need a conversation.

Step 5: Bill from your work in progress

If your team tracks time, you do not have to rebuild an invoice from scratch. Finye keeps a WIP ledger from the hours your staff record against their charge rates.

Review the unbilled WIP for a client to see the value of work waiting to be billed.
Generate a draft invoice from that WIP, bringing the relevant time entries onto the invoice as line items.
Adjust the draft before sending. Edit descriptions, group items or apply a write-off where you have agreed a fixed fee or decided not to bill some of the recorded time.
Finalise and send the invoice as you would any other.

This closes the loop between doing the work and being paid for it, and it makes write-offs visible so principals can see where time is leaking away unbilled. For more on capturing that time accurately, see the time tracking and WIP guide.

Keeping on top of what you are owed

With invoices, payments and reminders in Finye, your practice gets a single, current picture of what has been billed, what has been paid and what is still outstanding. A few habits make it work well:

Finalise and send invoices promptly, ideally as soon as a job is complete, so the due date clock starts straight away.
Lean on online payment so clients can settle immediately rather than putting the invoice aside for later.
Let reminders do the routine follow up and reserve your time for the genuinely overdue accounts.
Bill from WIP regularly so unbilled time does not pile up and become hard to justify months later.

Done consistently, this turns invoicing from an end of month scramble into a steady, predictable part of how your practice runs. Ready to put it into practice? Start with Finye and connect a payment provider to take your first online payment.