Feature · Billing
Invoicing built for certification work, in the client's currency
Raise milestone invoices in 10 currencies with GST or VAT and email them as branded PDFs. Payments from Stripe, PayPal or Cashfree are recorded on the invoice, and your team is reminded before and after every due date.
What it does
10 currencies, with GST or VAT
Invoice in INR, USD, AED, GBP, EUR, SAR, QAR, BHD, KWD and OMR, with GST (CGST, SGST, IGST) or VAT applied from your tax profiles.
Milestones set up once
Define your payment stages once, and they are applied to each new invoice automatically.
Branded PDFs, sent from the app
Invoice templates carry your branding. The PDF is emailed to the client and their CC contacts.
Finance stays in control
Only finance managers and admins raise invoices, and they can approve one before it is sent. Sales associates request invoices instead.
Payments recorded for you
Connect Stripe, PayPal or Cashfree. When a payment carries the invoice number, it is recorded against that invoice and the balance updates. Bank transfers are recorded by hand.
Margins per certification
Set your base cost for each certification and see the profit margin on the work you sell.
Overdue reminders go to your team
| When | What happens |
|---|---|
| 3 days before the due date | A friendly reminder to the person who raised the invoice |
| On the due date | A due notice to the person who raised the invoice |
| 3 days overdue | An overdue notice |
| 7 days overdue | An escalation, which also goes to every admin |
| 15 days overdue | A final notice, to the same people |
The client is never chased automatically: a person decides how to follow up.
The client's invoices in the portal with their payment history
Billing: frequently asked questions
Are overdue reminders sent to the client?
No. They go to the person who raised the invoice, with admins brought in from 7 days overdue, so a person decides how to chase each client.
Can clients pay online?
Clauseloop does not create checkout pages. Payments made through Stripe, PayPal or Cashfree that carry the invoice number are recorded on the invoice automatically, and other payments are recorded by hand.
How are totals shown when clients pay in different currencies?
Separately for each currency. Rupees, dirhams and pounds are never added into one figure.
More features: Internal Audit Report, Renewals, Client portal.
See it working with your own clients
A 60-minute walkthrough of Clauseloop, from the first enquiry to the renewal.