Send professional invoices and get paid sooner

Build an invoice, send it by email or text, and let Finli follow up until it's paid. Your customers pay online, and the money settles into your account at your own bank or credit union.

Job and quote record for a landscaping business
Sample data.

How invoicing works

  1. Pick a customer

    Choose who you're billing and whether they hear from you by email or text.

  2. Build the invoice

    Add line items, discounts and a due date, and make it look like your business.

  3. Send it

    Your customer gets the invoice with a secure link to pay online.

  4. Let reminders do the chasing

    Automatic email and text reminders follow up until the invoice is paid.

What's included

Automatic reminders

Email and text reminders follow up on unpaid invoices, so you don't have to.

Online payment

Customers pay by ACH, card or Apple Pay right from the invoice.

Recurring invoices

Bill regular customers on a schedule and let them sign up for autopay.

Offline payments tracked

Record checks and cash so every invoice shows where it really stands.

Invoice activity

See when a customer has viewed an invoice or made a payment.

Scheduled sending

Pick a future issue date and the invoice goes out on that day.

Your bank or credit union may already offer Finli

Some banks and credit unions offer Finli to their business clients in their own brand, sometimes right inside online banking. If yours does, you can start from the bank relationship you already have. If not, you can sign up with Finli directly.

Common questions

Do my customers have to pay through Finli?
No. If a customer pays by check or cash, you can record the payment in Finli so your invoices and records stay accurate.
What does it cost to get paid?
ACH payments are always free. Card payments carry a 3.5% processing fee, and you can choose to pass it on to your customer.
Where does the money go?
All of the digital payments you collect through Finli settle into your verified account at your own bank or credit union. Finli is not a bank, and your account stays where it is.

Finli is offered through your financial institution

Banks, credit unions and community lenders offer Finli under their own name, so your payments settle with the institution you already use. Tell us where you bank and we’ll ask them for you.