Payments on each client's own Stripe
Each client connects a Stripe account of their own. Manage billing in RevGrow while payment processing stays with the Stripe account connected to that client's workspace.
MODULE 09 / GET PAID
Every invoice,
through your own Stripe.
Create estimates, send invoices and manage recurring billing from the same workspace. Each client connects their own Stripe account, with transactions and outstanding invoices in view. Invoicing and payments is included in RevGrow, and each client account runs it under your brand.
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WHAT IT DOES
Everything around the invoice,
in the same workspace.
Invoices with live preview
Build an invoice and check its live preview as you work. Keep the details in view before sending it to the person who needs to pay.
Estimates to invoice in one click
Turn an estimate into an invoice in one click. Carry the work from the estimate into billing without starting a separate invoice from scratch.
Recurring billing
Manage recurring billing alongside one-off invoices. The overview keeps recurring revenue and active subscriptions visible beside the rest of the payment activity.
Client wallets with auto top-up
Use client wallets with auto top-up for the accounts that need a balance. Manage that billing setup alongside invoices and subscriptions in the same module.
Sign and pay in one step
Bring signing and payment together in one step. Keep the agreement and the payment in the same client flow when both are needed to move the work forward.
Product catalog with bundles
Keep the products you bill for in a catalog, and group them into bundles. Use that catalog as the starting point for the services or products on an estimate or invoice.
Templates, numbering and payment terms
Set up templates, invoice numbering and payment terms for the way the client bills. Reuse those details as new invoices go out.
Automatic overdue reminders
Send overdue reminders automatically when an invoice still needs payment. The overview keeps outstanding invoices in view so the team can see the work that needs attention.
A CLOSER LOOK
What the overview
is showing you.
The period and the comparison
The date selector sets the period above the collected revenue chart. This period and Previous appear together, so the chart shows the comparison in the same view. The amounts and growth shown are sample data.
Recurring, estimated and outstanding
The side cards separate recurring revenue, the estimate pipeline and outstanding invoices. Subscription counts, estimate activity and overdue invoices sit beside the corresponding totals in this sample.
The transaction behind each row
The table shows date, description, contact, source, method, status and amount. Invoice, Booking, Subscription and Estimate sources appear together, with an All sources filter above the rows.
The billing tools around the overview
Estimates, Invoices, Subscriptions, Memberships, Products, Templates and Settings sit in the tab row. Stripe connected, Export CSV and New invoice remain visible above the overview.
HOW IT WORKS
From the estimate
to the payment.
Connect the client Stripe account
Connect the Stripe account the client owns to their workspace. Keep that client's billing setup inside their own account.
Prepare the billing details
Set up products and bundles, templates, numbering and payment terms. Create an estimate or go straight to an invoice, checking the live preview as you work.
Send the invoice or set the schedule
Convert an estimate to an invoice when it is time to bill. Use recurring billing for ongoing work, or sign and pay together when the client flow needs both.
Review the payment activity
Return to the overview to review transactions, subscriptions and outstanding invoices. Use automatic overdue reminders for invoices that still need payment, and export the activity to CSV when needed.
FOR AGENCIES
Their payments.
Your platform.
Invoicing and payments is one module in the CRM you white-label. Each client account keeps its own billing setup and connected Stripe account. You set the templates, the process and the brand.
Separate client accounts
Invoices, products and billing records stay inside that client account. One client's billing work stays separate from the next client's workspace.
Their own Stripe account
Each client connects their own Stripe. The agency can provide the billing workspace under its brand while the client keeps control of the connected payment account.
Your name on the screen
Logo, colors, fonts and domains are yours. Clients manage estimates, invoices and payment activity inside your platform.
Included with the licence
Invoicing and payments ships with the other modules. Billing records and contacts stay together in the same platform, with Stripe handling payment processing.
Already billing from another CRM? Free migration covers your product catalog and billing records, along with contacts and the rest. Email hamid@revgrow.app with the tool you use today. Keep the old tool running until you are ready.
The billing stays connected. The brand stays yours.
THE REST OF THE PLATFORM
Better together.
Contacts and segments
One database for every client, with custom fields, tags, smart lists and clean CSV import and export.
Explore ↗Documents and e-sign
Templates with merge fields, signing order, audit trail and payment on signature.
Explore ↗Calendars and booking
Booking pages on your domain, two-way calendar sync, reminders and paid bookings.
Explore ↗FAQ
Questions about
Invoicing and payments.
Can each client use their own Stripe account?+
Yes. Each client connects their own Stripe account to their workspace. RevGrow provides the estimates, invoices and billing workspace under your brand, while processing uses that client's connected Stripe account.
Can I preview invoices and turn an estimate into an invoice?+
Yes. Invoices have a live preview as you build them, and an estimate can become an invoice in one click. Set templates, numbering and payment terms for the billing process you use.
Does the module support recurring billing?+
Yes. Recurring billing sits alongside one-off invoices. The Payments overview shows recurring revenue and active subscriptions, with a Subscriptions tab for that part of the billing work.
Are client wallets and automatic top-ups supported?+
Yes. Client wallets support auto top-up. Use them for clients that need a balance, alongside the invoice and recurring billing tools in the same module.
Can a client sign and pay in the same step?+
Yes. Sign and pay brings signing and payment into one step when both are part of the client flow. Documents and e-sign is a related module for the agreement side of that work.
Can I reuse products, bundles and invoice templates?+
Yes. Keep products in a catalog, group them into bundles and reuse templates for new billing work. Invoice numbering and payment terms can also be set for the way you bill.
How do I track payment activity and unpaid invoices?+
The overview brings collected revenue, recurring revenue, the estimate pipeline and outstanding invoices together. The transaction table shows the contact, source, method and status, with a source filter and CSV export. Automatic overdue reminders handle invoices that still need payment.
Can I white-label billing and move our existing records?+
Yes. Invoicing and payments is included with the other modules under your name, logo, colors, fonts and domains. Free migration covers your product catalog and billing records, along with contacts and the rest. Email hamid@revgrow.app with the tool you use today, and keep your current CRM running until you are ready to switch.
YOUR NEXT CHAPTER STARTS HERE
Your company.
Your CRM.
Join the waitlist and lock in the $799 one-time founding price. Pay once, own the code, run every client under your brand.
Founding price for the first 50 only
$799 once, no monthly feesFull source codeUnlimited clients and seats
Prefer us to host it? A hosted plan at $97/month is coming later.