Stage 8 of 9 · Keep the client

Invoice in the client's currency and see what is still owed

Milestone invoices in 10 currencies with GST or VAT, payments recorded from Stripe, PayPal or Cashfree, and reminders to your team before and after the due date.

Book a demo All nine stages How billing works

Invoices in rupees, dirhams and pounds with their payment status and balance — Sample data. Northline Assurance and its clients are invented.

What Clauseloop does at the bill stage

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.

Milestone billing

Split a contract into payment stages and invoice each stage as the work reaches it.

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.

Nothing overdue goes unnoticed

Your team is reminded 3 days before an invoice is due, on the day, and at 3, 7 and 15 days overdue, with admins brought in from 7 days.

Step by step in the app: Raise an invoice and record its payment

Bill: frequently asked questions

Can clients see their invoices?

Yes. The portal lists their invoices and payment history, and they can download each invoice as a PDF.

Are overdue reminders sent to the client?

The automatic reminders go to your team, so a person decides how to chase each client.

See the bill stage with your own data

A 60-minute walkthrough of Clauseloop, from the first enquiry to the renewal, using the standards and currencies you work in.

Book a demo Explore the platform

The nine stages

Win the work

Attract: Lead magnets with drip email, website analytics, and the Search Console keywords your site already ranks for.
Capture: Forms and an embed for your own site, lead import, and rules that assign each new lead.
Win: Pipeline, proposals, scheduled follow-up emails, and demo booking.

Deliver it

Onboard: Client records, projects, and a client portal that shows each client only their own records.
Implement: Gap analysis, then implementation, with document statuses that follow your audit decisions.
Audit: A clause-by-clause internal audit and the Internal Audit Report generated from it.

Keep the client

Certify: A cert-ready stage and certificate expiry tracking. The certification body issues the certificate.
Bill: Invoices in 10 currencies including INR, AED, GBP, and USD, payments recorded from Stripe, PayPal, or Cashfree, and overdue reminders for your team.
Renew: Expiry notices at 90, 60, 30, 7, and 1 days, and a renewal workflow for re-certification.