Invoices and online payments
An invoice builder, e-signature and online payments in one flow, so the gap between "yes" and "paid" shrinks from days to minutes. Quote, sign, text a payment link and see the payment land on the contact in your CRM, without four separate tools.
Get paid faster. Spend less time chasing invoices.
- Universal
- 3SA Estate
- Telenor
- Avida Estate
- Capitol Records
- Fluent Finance Abroad
- SVT
- Benedictsson & Partners
- LYKO
- Lovett & Associates
- Bambora
- Madison Taylor
- Lernia
- Megapixel Group
- ALLTID
- Havenly Living
- Sture Hof
- Westwood International
- Östersunds Kommun
- Zenith Mode
Every day a payment is not collected is a day it might not be
The contract is signed on Friday evening. Nobody is at a desk, so the invoice goes out on Monday morning and the deal has cooled. A buyer asks for deposit details, you reply a few minutes later, and they have already paid someone else. A retainer card is declined on renewal and nobody notices for four days.
A prospect needs the engagement letter signed before they can pay. You email a PDF. They print it, sign it, scan it and forget to send it back. You do not have a sales problem. You have a payments friction problem, and it sits in the gaps between the tools you use to quote, sign, charge and reconcile.
Invoices go out late
Billing waits for someone to be at a desk, so cash arrives days after the work is agreed.
Contracts stall on paper
Print, sign, scan and send back is four chances for the client to forget.
Failed cards go unnoticed
A declined renewal is found at month end, not the morning it happened.
Payments are matched by hand
Someone ticks off bank lines against invoices in a spreadsheet every week.
Let clients pay the way they already prefer.
- Invoices
- Estimates
- Payment links
- Text to pay
- Recurring invoices
- Subscriptions
- Signed documents
- Apple Pay
- Google Pay
- Bank debit
- Tap to pay
- Card readers
- Order forms
- Client portal
Signed on Friday.
Paid on Friday.
Matched before Monday.
From invoice sent to reconciled, without anyone chasing
Every invoice moves through the same stages, and the platform does the chasing and the record-keeping at each one.
Pipeline hygiene and reporting
- Trigger
Starts when
A quote is accepted or a contract is signed
Invoice sent
A branded invoice with a payment link goes out by email and SMS against the agreed amount.
InstantInvoice viewed
You can see the moment the client opens it, so nobody wonders whether the PDF arrived.
Tracked- Deal movingActivity this week
Invoice paid
The client pays by card, Apple Pay or Google Pay, and the deal moves to won.
InstantPayment reconciled
The payment is matched to the invoice and the contact, and shows in the revenue report and the export for your accountant.
Instant- Done
- No activity 14 daysDeal has stalled
Overdue reminder
If the due date passes unpaid, a polite reminder goes by SMS and email and the owner gets a task.
On the due dateOwner asked for the next step
Reply updates the deal
- End
- Deal movingActivity this week
- Contract countersigned, PDF stored on the contactsigned
- Invoice 1042 generated and sent by SMS and emailsent
- Invoice viewed on mobile
- Paid with Apple Pay, deal moved to wonpaid
- Welcome message sent, kickoff invite issued
- Payment matched to invoice and contactdone
Illustration. Steps, channels and timings are set by you.
What chasing payments by hand costs
Count the hours your team spends sending invoices, chasing late payers and matching payments to invoices. Put in your own figures.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
weekly hours = people × hours each
annual cost = weekly hours × loaded hourly cost × 52
value returned = annual cost × the share you estimate could be automated
Every input is yours. The automatable share is an estimate, which is why the result is a range.
Worked example. Two people spending five hours a week each sending invoices, chasing late payers and matching payments at a loaded 35 an hour: 10 hours and about 18,200 a year. If 40 to 70 in 100 of those hours can be automated, that is 4 to 7 hours a week back.
Everything you need to quote, contract, charge and reconcile
Invoicing software, an e-signature tool, a payment processor and your CRM, collapsed into one platform. Every signed contract can trigger an invoice, every invoice carries a payment link, and every payment updates the pipeline.
Invoice builder for one-off and recurring invoices
Branded invoices sent by email or SMS and paid online in one click. Overdue accounts get automatic reminders. Invoices are multi-currency, multi-language and VAT-aware, and you can track each one from sent to viewed to paid in real time.
Estimates and quotes go out as branded online documents your prospect can read, accept and sign on a phone. An accepted quote converts to an invoice automatically, so there is no double entry.
Payment links and SMS payment requests
One-off payment links for deposits, deliverables, top-ups, tips, donations or anything else. Send them by SMS, WhatsApp or email, or embed them on a landing page.
A customer taps the link in a text, sees a mobile checkout pre-filled with their details, and pays with Apple Pay or Google Pay in one tap.
Subscriptions and recurring billing
Weekly, monthly, quarterly or annual billing with free trials, setup fees and pro-rated upgrades. Failed payment recovery runs retries on a schedule you set and a dunning sequence by email and SMS, and the account owner is alerted.
Documents and contracts with e-signature
Send contracts for signing with multiple signers, custom fields and merge tags. Every document carries a full audit trail with timestamps and IP addresses, templates are reused across deals, and the signed PDF is stored on the contact record.
Payment processors, tax and in-person payments
Connect Stripe, PayPal, Authorize.net, NMI, Razorpay, Square or several regional providers, and offer more than one at checkout. Payments go to your own merchant account. Charge in many currencies, show amounts in the customer's local currency, and calculate VAT, GST and sales tax by jurisdiction.
Mobile point of sale lets you charge a customer in person from your phone with no card reader, including tap to pay on iPhone.
Reporting, customer portal and affiliate tracking
One dashboard shows transaction history, MRR, churn, failed payment rates, average days to pay, and revenue by product and by location, with an export for your accountant on demand. Full or partial refunds are issued from the same screen.
The customer portal lets clients update their own card, download their own invoices and manage their own subscription. Every transaction can tag the referring affiliate, so commission is tracked in the same system.
- 1 Contract countersigned, audit trail timestamped, PDF stored
- 2 A workflow fires
- 3 Invoice generated for the agreed amount with your logo and tax details
- 4 Payment link sent by SMS and email straight away
- 5 Customer pays with Apple Pay
- 6 Deal moved to won, welcome sent, course access granted, accountant's sheet updated by webhook
What onboarding covers, in order
Payments are part of the 30 hours of onboarding. This is the order we work in, because each step depends on the one before it.
Connect your provider
Your own Stripe, PayPal, Authorize.net, NMI, Square or Razorpay account is connected by someone with admin rights on it. Stripe is the one to start with if you want wallets, bank debit and tap to pay.
Products, taxes and templates
Your services become products with prices, tax is set as inclusive or exclusive, and the invoice, estimate and contract templates carry your logo, terms and business details.
Late fees and reminders
Defaults for due dates, grace periods and late fees are set once. Reminder workflows are built for overdue invoices, including recurring ones, which do not chase themselves by default.
Accounting sync and the weekly check
Sent and paid invoices sync one way to QuickBooks, Xero or Wave. Then a weekly routine: open the transactions list, clear failed payments and look at what is overdue.
Every payment event can start the next step
Payments sit on the same record as your workflows, so each event moves the work on without anyone touching it.
Contract signed
A payment link goes out by SMS and email.
Quote accepted
It converts to an invoice, sends itself and tags the contact.
Invoice paid
A confirmation goes out, course access is granted and the onboarding sequence starts.
Subscription created
A welcome SMS, a calendar invite and a notification to your team.
Payment failed
A dunning SMS, a retry attempt and an alert to the account owner.
Refund issued
A refund email goes out and the contact is tagged, if you want it to.
- When the monthly retainer card is declined
- Then a dunning SMS with a link to update the card
- And a retry attempt is scheduled
- And the account owner gets an alert
- If paid a confirmation goes to the client
Four tools compared with one flow
Invoicing, signing and payments apart
- Invoice written after the call, sent on Monday
- Contract emailed as a PDF to print and scan
- Declined cards found at month end
- Payments matched to invoices in a spreadsheet
One flow on the platform
- Quote converts to an invoice the moment it is accepted
- Contract signed on a phone, stored on the contact
- Failed cards retried, client and owner told the same day
- Every payment matched to its invoice and contact
Your team stops chasing money, your clients stop waiting on PDFs, and revenue stops leaking through the gaps between tools.
A signed contract should pay you in minutes, not weeks.
Payments connect to the rest of the platform
A payment is most useful when it moves the deal, starts onboarding and opens the course in the same moment.
Built for four kinds of business, equally
The same invoice builder and payment flow, set up around what each business bills for.
Agencies
Agencies send the statement of work, get it signed, charge the deposit and bill recurring retainers without chasing month-five invoices.
Consultants
Consultants send engagement letters for e-signature with the fee schedule built in and collect advisory fees through the customer portal.
Mortgage brokers
Brokers collect application fees, broker fees and valuation deposits by SMS link and keep signed engagement letters on the case.
Real estate
Agents send commission agreements for e-signature, collect deposits and reservation fees by text, and track payments per listing.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
What clients say
Great service that has significantly increased efficiency across our B2B portfolio.
Thrilled with the outstanding sales and marketing expertise, as well as the exceptional support and availability provided to 3SA Estate. I can warmly recommend working with the Lp team.
This is something new and riveting. Focus is on the user and not the technology. This solution is future-proof and it will only get better with time. Highly recommend.
Great experience working with Christian and his team, we use Lp for several of our portfolio companies.
Guides worth reading first
Invoice workflow: how it works and how to set it up
Build an invoice workflow around sent, overdue and paid events, so reminders go out on time, the pipeline updates itself and delivery hears when a client pays.
Text to pay: how it works and how to set it up
Text to pay sends clients an SMS link to their invoice. When a text beats email, the consent rules to follow first, and wording that gets paid, not reported.
Online payments for small business: how it works and how to set it up
An overview of online payments for small business: map each kind of money you collect to the right tool, then switch features on in a sensible order.
What depends on which provider
Most of the payments features work with any connected provider. A few do not, and it is better to know now than at the first invoice.
Wallets and buy now, pay later
Apple Pay, Google Pay and buy now, pay later options run through Stripe. Buy now, pay later is for one-off payments only, never a subscription.
Bank debit
Stripe bank debit (ACH) is offered on invoices and recurring invoices, which suits large retainers where card fees add up.
In person
Tap to pay works from the mobile app with Stripe or Square. Card readers work at point of sale only.
Coupons
Coupons work on payment links, order forms, calendars and the store. They do not apply to invoices or estimates, so discounts there are a line item.
Refunds
Full and partial refunds are issued from the transactions list with an internal note. Past charges on a subscription are refunded one at a time.
Questions buyers ask
Which payment providers does the platform support?
Stripe, PayPal, Authorize.net, NMI, Razorpay, Square and several regional providers. You keep your existing merchant account, payments go straight to it, and the platform never holds the funds. Processing fees are set by your provider.
Can I send invoices by SMS, and turn quotes into invoices?
Yes. Invoices and payment links go by SMS, email, WhatsApp or any channel you have connected, and mobile checkout supports Apple Pay and Google Pay. A branded estimate the client accepts converts into an invoice and sends automatically.
Does the invoice builder handle recurring billing and failed payments?
Yes. Weekly, monthly, quarterly or annual subscriptions, with free trials and setup fees. Failed payments are retried on a schedule you configure, a dunning sequence goes out by SMS and email, the owner is alerted, and the client can update their card in the portal without contacting you.
Does the e-signature feature have legal standing?
Every document is timestamped, IP-logged and signed inside a full audit trail, and the signed PDF is stored on the contact record. Whether an electronic signature is enough for a particular agreement depends on the document and the jurisdiction, so check regulated agreements with your adviser.
Do you handle VAT and tax, and is it PCI-compliant?
VAT, GST and sales tax are calculated by jurisdiction with compliant invoice line items. Card data is tokenised by your connected payment provider; the platform never stores raw card numbers.
Will customers see your branding or mine?
Yours. Every invoice, quote, contract, payment page and receipt carries your logo, colours and business details.
How do I get started?
Book a strategy call. We look at your current quote-to-cash flow, find where the friction costs you most and show you what would change. Your payment provider is connected and your quote, contract, invoice and receipt templates are set up with you during onboarding.
Find out where your cash is waiting
Bring your last overdue invoice. We will trace it from quote to payment on the call and show you which steps the platform would take over.
Book a strategy call
Thank you. Your request is in.
Someone will reply by email within one working day with a time for the call.
Stop chasing payments. Start collecting them.
Every recurring client should renew without a declined-card scramble, and every quote should convert before the prospect forgets why they wanted it.