Clients & recurring billing

CRM-light client records plus automated invoice schedules.

Store client contacts, companies, tax IDs, and notes. See lifetime invoiced and paid totals per client. Schedule WEEKLY, MONTHLY, QUARTERLY, or YEARLY invoices that generate automatically — perfect for retainers and subscriptions billed in fiat, settled in crypto.

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Client directory with revenue context

Every client page shows invoice history, outstanding balance, and payment patterns. Sales and finance share one source of truth without a heavy CRM.

Company, address, and tax ID fields
Aggregate invoiced vs paid per client
Quick jump to create invoice pre-filled

Recurring schedules that actually run

Define amount, interval, next run date, and template line items. Pause or resume schedules without losing history. Track how many invoices were generated from each schedule and which clients are on quarterly vs monthly cadences.

WEEKLY, MONTHLY, QUARTERLY, and YEARLY intervals
Template line items copied to each generated invoice
Pause/resume without deleting schedule history
Next run date visible on dashboard

Billing operations at scale

Pair recurring schedules with bulk CSV upload for one-off batches. Agencies use client records as the source of truth for retainers while uploading project overages at month end — same reconciliation model, different entry path.

Common use cases

Monthly agency retainers
Quarterly compliance consulting
Annual support contracts with crypto settlement

Related features

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Invoice in fiat. Get paid in crypto.

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