Which payment processors are supported?

Stripe and PayPal are supported at launch. Additional payment processors will be added based on user demand.

Can the agent send automatic payment reminders?

Yes. Your agent sends polite reminders for overdue invoices on a schedule you define. You can customize the reminder message.

Does the agent handle taxes and discounts?

Yes. You can set up tax rates and the agent applies them automatically. Discounts can be added per line item or as a total.

Can I set up recurring invoices?

Yes. For retainer clients or subscription services, your agent sends invoices automatically on a weekly, monthly, or custom schedule.

Is payment data secure?

All payment processing happens through your connected provider (Stripe, PayPal). We never store credit card numbers or bank details.

AI Payment & Invoice: Get Paid Without Chasing

Your AI agent generates invoices, sends payment links, tracks who has paid, and follows up on overdue accounts. Automated billing from conversation to cash.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

What the Payment & Invoice Tool Does

The Payment & Invoice tool gives your AI agent the ability to create professional invoices and collect payments. Your agent generates invoices with line items, taxes, and payment terms, then sends them with a payment link so clients can pay online.

When a payment comes in, your agent updates the invoice status and notifies you. When an invoice is overdue, your agent sends a polite reminder automatically. No more manually tracking who owes what or sending awkward follow-up emails.

The tool integrates with popular payment processors so clients can pay by credit card, bank transfer, or other methods. Your agent tracks everything in one place so you always know your outstanding receivables.

Who Uses the Payment & Invoice Tool

Freelancers Billing Clients

Create and send invoices immediately after completing work. Your agent tracks payments and follows up on overdue ones.

Service Businesses With Recurring Billing

Set up recurring invoices for retainer clients. Your agent sends them on schedule and tracks payment status.

Small Businesses Collecting Deposits

Send payment requests for deposits or partial payments during the sales conversation without switching tools.

Agencies Billing Multiple Clients

Manage invoicing across all your client accounts with different rates, currencies, and billing cycles from one place.

Gyms and Studios Collecting Memberships

Process membership sign-ups, class package purchases, and monthly dues with automatic payment reminders for overdue accounts.

Consultants With Milestone-Based Billing

Invoice clients at each project milestone automatically. Your agent tracks deliverables and triggers payment requests on completion.

Skills That Use This Tool

Invoice Sender →Order Support Agent →

How to Add the Payment & Invoice Tool

Tell Your Agent What You Need

Tell your agent: 'I want to create invoices and collect payments from my clients automatically.'

Connect Your Payment Processor

Link Stripe, PayPal, or your preferred payment provider. Set up your business details and invoice template.

Start Billing

Your agent creates invoices from conversation details, sends payment links, and tracks everything for you.

Get Paid Faster Without the Chase

Let your AI agent handle invoicing and payment collection so you can focus on delivering great work.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

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Frequently Asked Questions

Get Paid Faster Without the Chase

Let your AI agent handle invoicing and payment collection so you can focus on delivering great work.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

We never share your email. Unsubscribe anytime.