Send beautifully branded proposals with built-in contracts
Offer one-time or recurring payments with automated invoicing
Let clients review, sign, and pay in one seamless flow
Automate reminders, follow-ups, and overdue notices
Track viewed, signed, and paid status in real-time
Connect payments to pipelines, workflows, or calendar bookings
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Yes! You can set invoices to automatically generate, send, and collect payment once your proposal is signed.
Absolutely. You can set up recurring or one-time payments, apply discounts, and even enable auto-pay for future invoices.
Yes, Ivorey tracks the full progress of every proposal and invoice, including viewed, signed, paid, and overdue status.
Yes, you can automatically add processing fees to invoices to cover your Stripe transaction costs.
You can fully customise the business info on your invoices, including tax IDs, notes, and terms.
Yes. You can send both one-time or recurring invoices without attaching them to a proposal.
Absolutely. Just toggle on ‘Direct Payments’ to send them straight to the checkout page after signing.
Absolutely. Just toggle on ‘Direct Payments’ to send them straight to the checkout page after signing.
Track payments, proposals, and signed contracts directly in each client profile.
Follow up with clients who haven't paid or send reminders for expiring proposals.
Move leads from proposal sent to signed to paid with full pipeline visibility.
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