Invoicing & Billing

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

Overdue invoices trigger automatic reminder emails at +3 days, +7 days, and +14 days past the due date. Configure or disable reminders in Settings → Finance → Payment Reminders.

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.

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Features

Workflow

Pricing & Plans

Deployment

Overview

Creating an Invoice

Invoice Fields

Line Items

Invoice Branding

Sending Invoices

Payment Collection

Supported Payment Methods

Invoice Statuses

Expense Tracking

Revenue Analytics

​Overview

​Creating an Invoice

​Invoice Fields

​Line Items

​Invoice Branding

​Sending Invoices

​Payment Collection

​Supported Payment Methods

​Invoice Statuses

​Expense Tracking

​Revenue Analytics

Overview

Creating an Invoice

Invoice Fields

Line Items

Invoice Branding

Sending Invoices

Payment Collection

Supported Payment Methods

Invoice Statuses

Expense Tracking

Revenue Analytics