Money
Invoices, payments, expenses, and a client portal. Your customers pay you.
Draft an invoice, finalize it, and send a pay link. Record the payment when it lands. Track expenses against categories and budgets, then close the period. Clients open their invoices from a magic link. They do not join the workspace. Card, PayPal, Wise, and bank details belong to that workspace. Planeward does not take a cut.
What you get
In the workspace
- 01
Invoices from draft to sent to paid
- 02
Payments recorded against those invoices
- 03
Expenses, categories, budgets, and a closed period
- 04
A client portal for the invoices, not the workspace
- 05
Stripe, PayPal, Wise, or bank details you connect yourself
Questions