Paylent.

Features

Everything between the work and the money.

Paylent does one job properly: asking to be paid, and keeping track of what came back. Here is the whole of it.

  1. 1

    Draft

    Editable, unnumbered, deletable.

  2. 2

    Issued

    Numbered and frozen. A claim somebody can act on.

  3. 3

    Paid

    Payments recorded against it until nothing is left.

Invoices that behave like invoices

A draft is a working document, with a running total as you write it. Issuing assigns the next number in your own sequence and freezes what it says, because a number you quote to a customer has to mean one thing.

  • Lines with quantity, unit price and their own tax rate
  • Due dates filled in from your payment terms, so the usual one needs no typing
  • Your customer’s purchase order reference, and notes they’ll read
  • Issue and send in one click, or duplicate an invoice for work that repeats irregularly
  • Search by customer, invoice number or reference, alongside the draft, outstanding, paid and void tabs
  • Print it, or save it as a PDF, from the page your customer sees
  • A trail on every invoice of what happened to it and who did it

Corrections that survive an accountant

An issued invoice cannot be quietly edited, so there are two honest ways to change what is owed. Voiding is right for a mistake. A credit note is right for everything else — a partial refund, an agreed reduction, one line billed in error.

  • Void keeps the number and stays on the record, marked as cancelled
  • Credit notes have their own number sequence, because accounting treats them as documents
  • Crediting part of an invoice leaves the rest of it standing and still owed
  • A credit note cannot be edited afterwards — that is what makes it a record
  • Money arriving and money credited add up together to settle an invoice

Invoices that repeat

A retainer, a monthly licence, anything billed on the same day each period. The schedule is a separate record from the invoices it makes, so stopping future billing never touches claims you have already issued.

  • Weekly, monthly, quarterly or yearly, from a date you choose
  • What it makes is a draft, so somebody sees the first one before a number is spent
  • Pause and resume without losing your place in the sequence
  • It bills on the day of the month it started on, even if we sweep late
  • What is coming up sits on the dashboard, so a schedule cannot quietly stop

Getting paid

Email the invoice and your customer gets a private link. Replies go to your address, not ours. If you have connected Stripe, that page has a button that pays it.

  • Card payment through Stripe, straight into your own account — you are the merchant of record
  • Bank transfers, cash and cheques recorded by hand, part payments included
  • A paid-in-full button that reads the amount off the invoice, not off the box
  • Every invoice link is unguessable and can be rotated if it goes astray
  • The same payment is only ever counted once, however many times we hear about it

Chasing what’s late

Most late payment is forgetfulness, so Paylent chases on your behalf: a nudge three days before it falls due, an ask on the day, then at a week, a fortnight and a month. It is on from the start, and the days are yours to change.

  • One sweep a day decides from each invoice’s due date and history — no reminder for something already paid
  • An invoice nobody chased for a month gets one email saying that, not four working up to it
  • Chase one by hand when you would rather not wait for tomorrow
  • The list marks who has already been nudged, so nobody is asked twice
  • The one client you handle by phone can be excepted, and the whole thing switched off

Tax the way your country does it

Call it VAT, GST or sales tax; charge one rate, several, or none. Prices can be quoted with tax in them or without, and every invoice keeps whichever settings it was raised under.

  • A usual rate filled in for you, overridable line by line
  • Your registration number printed on invoices that charge tax
  • A tax summary that always agrees with the lines above it
  • Your country on the record, so Stripe onboards you against the right one

Customers and team

Everyone you bill, with the address details an invoice needs, searchable by name or email. Bring in the people you work with and give them a sign-in of their own.

  • Archive a customer you have finished with — their invoices are untouched and unpaid ones still chased
  • Admins run the business; staff get a narrower door
  • Invite by email — an invitation is pending until it is accepted
  • One login across several businesses, switched from the sidebar

For agents

An MCP server, and nine things it can do.

Make a key in your settings and point your agent at the endpoint. The key belongs to one business and acts as you, so it can reach exactly what you can and nothing else. Voiding, deleting and rotating a link are deliberately left out — they are either irreversible or a decision about security.

https://dashboard.paylent.com/mcp

  • list_invoices
  • get_invoice
  • create_invoice
  • add_invoice_line
  • issue_invoice
  • send_invoice
  • record_payment
  • list_customers
  • create_customer

Not there yet

Paylent is in beta and this list is honest rather than short. If one of these is what stands between you and using it, that is worth telling us — it is how the order gets decided.

  • Quotes and estimates
  • Statements and receipts
  • More than one currency per business
  • Credit notes itemised line by line
Ask for beta access