Invoicing & Payments
Cash flow problems are management problems.
Late invoices, forgotten follow-ups, unclear payment status. The average small business has $84,000 in outstanding receivables. Liquid OS makes sure you get paid.
From draft to paid. Automatically.
Invoices, Estimates & Recurring Billing
Build professional invoices with your branding, custom line items, per-item tax rates, and notes. Send them directly via email — your client receives a clean document with an online pay button. Create estimates for proposals, then convert them to invoices with one click when the deal closes — all line items carry over. Recurring invoice templates auto-generate and send on schedule — weekly, monthly, quarterly — so retainer billing runs without you touching it. Configurable payment reminders go out automatically when invoices go overdue, with control over interval and frequency.
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Revenue in. Costs out. Clarity always.
Payments, Expenses & P&L
Record payments against invoices with multiple methods — bank transfer, credit card, check, PayPal, and more. The system auto-calculates remaining balances and updates invoice status in real-time. Expense tracking captures every business cost against vendors with receipt uploads, tax deductibility flags, and recurring expense markers. The P&L overview gives you monthly revenue vs. expenses in a visual breakdown — no accountant needed for day-to-day visibility. Online payment collection via Stripe lets clients pay directly from their invoice email or customer portal.
Bill anyone, anywhere, for anything.
Products, Multi-Currency & Settings
Your product catalog stores every service and item your business offers — with descriptions, SKUs, unit prices, tax rates, categories, and units. Insert products into invoices with one click instead of retyping the same line items. Multi-currency support across 17 currencies means you invoice international clients in their local currency. Finance settings let you configure your default currency, invoice/estimate prefixes, payment terms, tax labels, and business info that appears on every document. Team Pulse shows you what your team is working on across the operations view.
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Contracts signed without leaving the platform.
Documents & E-Signatures
Build documents from reusable templates with merge fields that auto-fill contact and company data. Track every document through a 7-status workflow — draft, sent, viewed, signed, completed, declined, voided. Share documents via secure HMAC-token links — no login required for your client. E-signature capture supports both typed name and canvas-drawn signatures. Version history with snapshot restore means you can always roll back to a previous version. Documents link to contacts and deals, so everything stays connected in your CRM.
Send it. Track it. Collect it. Every time.
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