Overview
Nextoria Hub’s billing module replaces FreshBooks, QuickBooks, and standalone Stripe dashboards. Everything from invoice creation to payment collection to revenue analytics lives in one place.
Creating an Invoice
Navigate to Finance → Invoices → New Invoice.
Invoice Fields
| Field | Description |
|---|
| Client | Select from your workspace’s client list |
| Project | Associate with one or more projects (optional) |
| Invoice Number | Auto-generated or custom (e.g. INV-0042) |
| Issue Date | Date the invoice is issued |
| Due Date | Payment due date |
| Line Items | Description, quantity, unit price for each item |
| Tax Rate | Percentage applied to the subtotal |
| Discount | Fixed amount or percentage |
| Notes | Custom message visible to the client on the invoice PDF |
| Currency | Workspace default or per-invoice override |
Line Items
Add as many line items as needed. Common patterns:
Service: Brand Identity Design Qty: 1 Rate: $3,500
Service: Brand Guidelines PDF Qty: 1 Rate: $500
Revision rounds (beyond 2) Qty: 1 Rate: $150
Invoice Branding
Invoices use your workspace logo, brand color, and agency name automatically. Customize the footer text and payment terms under Settings → Finance → Invoice Defaults.
Sending Invoices
Once the invoice is ready:
- Click Review to preview the PDF
- Click Send Invoice — the client receives a branded email with a Pay Now button
- The invoice status changes to
Sent
- Click Mark as Sent if you sent it outside the platform (email, postal, etc.)
Clients can pay directly through the Client Portal without needing the direct
link. All outstanding invoices appear in their Billing tab.
Payment Collection
Payment is powered by Stripe Checkout. When a client clicks Pay Now:
- A Stripe Checkout session is created on the server
- The client completes payment (credit card, bank transfer, or SEPA depending on your Stripe configuration)
- On success, the invoice status automatically updates to
Paid
- Both your team and the client receive a payment confirmation email
Supported Payment Methods
| Method | Availability |
|---|
| Credit / Debit Card | All plans |
| ACH Bank Transfer | US accounts |
| SEPA Direct Debit | EU accounts |
| Bank Redirect (iDEAL, Sofort) | Growth + Scale |
Invoice Statuses
| Status | Description |
|---|
Draft | Created but not yet sent |
Sent | Emailed to client, awaiting payment |
Paid | Payment confirmed via Stripe |
Overdue | Past due date, not yet paid |
Void | Cancelled, no longer collectible |
Expense Tracking
Track project-related expenses under Finance → Expenses → Add Expense:
| Field | Description |
|---|
| Category | Software, Travel, Contractor, Equipment, etc. |
| Amount | Expense value in your workspace currency |
| Date | Date the expense was incurred |
| Project | Associate with a project for budget rollup |
| Receipt | Upload a photo or PDF of the receipt |
| Billable | Toggle to include in client-facing reports |
Revenue Analytics
Navigate to Finance → Analytics for a full revenue dashboard:
- Monthly Recurring Revenue (MRR) trend chart
- Outstanding vs. Collected comparison
- Top clients by revenue
- Average invoice payment time
- Overdue invoice aging report
Revenue analytics are available on all plans. Forecasting and custom report
exports are available on Growth and Scale plans.
