Products · Invoice Management
Improve Cash Flow with Connected Invoice Management
Cliq Invoice Management is an invoice management platform that helps businesses create invoices, automate billing, accept online payments, and track receivables in one connected system. Replace manual invoicing with digital workflows designed to simplify collections, improve visibility, and support healthier cash flow.
One Platform for Billing and Payments
Cliq Invoice Management supports every stage of the billing lifecycle, from creating the invoice through reconciling the payment.
Professional Digital Invoices
Generate branded invoices with detailed line items, customer information, amounts, and due dates.
Online Payment Acceptance
Add secure payment links so customers can pay directly from their invoices using supported payment methods.
Automated Billing
Schedule recurring invoices for subscriptions, memberships, installment plans, or ongoing services.
Automated Reminders
Reduce manual follow-up and keep customers informed about open balances.
Invoice Activity Tracking
Monitor invoice delivery, payment status, outstanding balances, and collection activity from one dashboard.
Accounting Connection
Connect invoice payments to accounting and reconciliation workflows through supported integrations or exports.
How It Works
How Invoice Management Works
A connected billing workflow follows a clear path from invoice to reconciled payment.
- CreateCreate a digital invoice with line items and customer details
- SendSend it electronically by email or SMS, based on your configuration
- CollectCollect payment through a secure payment link on the invoice
- TrackTrack delivery and balances, then reconcile completed payments against invoices in connected reporting
Why Businesses Choose Invoice Management
More Than Just Creating Invoices
Modern accounts receivable requires more than creating invoices.
- Reduce manual administration by automating invoice generation, recurring billing, reminders, and payment tracking
- Improve collection efficiency with simple digital payment options that make it easier for customers to complete payment
- Increase financial visibility through centralized reporting for invoices, payments, and receivables
- Support business growth by managing larger invoice volumes without a matching increase in administrative workload
Who It's For
Cliq Invoice Management adapts to different business models.
Services
Professional Services
Manage project billing, retainers, and milestone payments.
B2B
Contractors & Field Services
Create invoices from virtually anywhere and accept payments electronically.
Recurring
Subscription Businesses
Automate recurring billing and scheduled collections.
The Essentials
Frequently Asked
What is Cliq Invoice Management?
Cliq Invoice Management is a connected invoice management platform that helps businesses create invoices, automate billing, accept payments, and monitor receivables through one system.
How can customers pay invoices?
Depending on implementation, invoices can include secure payment links that let customers pay using supported payment methods, including cards and ACH. See ACH Processing for more.
Can recurring billing be automated?
Yes. Businesses can configure recurring billing schedules for subscriptions, memberships, service agreements, and other ongoing billing needs. Payment activity can also connect to QuickBooks and Xero workflows where supported.
Does invoicing guarantee streamlined collections?
No. Outcomes such as payment speed and cash flow depend on your customers, terms, and configuration. Invoicing workflows can reduce friction and improve visibility, but they do not guarantee collection timing.
Modernize Your Billing and Collections
Managing accounts receivable shouldn’t require disconnected software, manual reminders, or spreadsheet reconciliation. Cliq Invoice Management helps businesses automate billing, simplify collections, improve cash flow visibility, and connect invoicing with the rest of their financial operations through one platform.
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