Generate invoices from tracked time and accepted proposals. Accept cards and bank transfers via Stripe. Set up payment schedules, recurring billing, and saved payment methods — so getting paid is never the bottleneck.
Everything you need, nothing you don't.
Turn tracked hours or accepted proposal line items into an invoice in one click. No re-keying amounts or descriptions.
Clients pay directly from the invoice page via credit card or bank transfer. Funds go to your Stripe account. No third-party payment links.
Split a project into scheduled payments — deposit, progress, and final. Each milestone generates an invoice automatically when due.
Set up subscriptions for retainer clients. Clearmargin creates and sends invoices on your schedule — weekly, monthly, or custom.
After a client pays once, their card or bank account is saved. Future invoices pre-fill payment details for faster checkout.
Every invoice gets a client-facing page with your logo, line items, payment button, and history. Professional by default.
Configure reminder cadence for overdue invoices. Clearmargin sends polite follow-ups so you do not have to.
Choose whether to show a single labor line or a full breakdown by rate type and team member. Control exactly what the client sees.
See paid, partially paid, overdue, and draft at a glance. Webhook-synced with Stripe — status updates the moment a payment lands.
See how your industry uses this feature day-to-day.
Credit cards and ACH bank transfers via Stripe. Clients pay directly on the invoice page — no redirects, no third-party apps. After the first payment, their method is saved for faster checkout on future invoices.
Yes. Select a date range and client, and Clearmargin generates an invoice from your tracked hours. Rate types, multipliers, and labor breakdowns are all handled automatically based on your time entries.
Attach a payment schedule to a project or proposal — for example, 50% deposit, 25% at midpoint, 25% on delivery. Each milestone creates a draft invoice at the right time. You review and send with one click.
Yes, Clearmargin uses Stripe Connect (Express accounts) for payment processing. Setup takes a few minutes during onboarding. You keep full control of your Stripe account and payouts.
