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Invoices & Payments
Generate invoices from accepted proposals, split payment schedules, and get paid online.
Create an invoice from a proposal
How FirstSlate builds an invoice from an accepted proposal, what you can edit, and how to choose the invoice's paper design.
Split an invoice into milestones
Break an invoice into percent-based payment milestones, each with its own due terms, and request them as work progresses.
Accept online payments (card + ACH)
Connect a Stripe account so clients can pay invoices online by card or bank transfer, directly to your bank.
Record a check, cash, or wire payment
Mark an invoice or milestone as paid when your client pays outside FirstSlate, and send a receipt.
Late fees and payment reminders
Configure a late fee for overdue invoices and set up automated payment reminder emails.