Billing
Thingsform Billing manages your entire invoicing cycle. Generate professional invoices in seconds, schedule automatic reminders for unpaid items and track your collections status in a clear dashboard.
- Invoices
- Reminders
- Collection tracking
What Billing brings
Invoices
Reminders
Collection tracking
Billing in your workflow
Billing does not work in isolation: every action can feed the platform's other modules.
Billing → Contracts
Manage quotes, contracts and commercial tracking from a unified space.
Explore ContractsBilling → ThingsMail
Manage your contacts, email campaigns and automations from a single platform.
Explore ThingsMailFrequently asked questions about Billing
Which modules does Billing work with?
Billing connects natively to CRM, Contracts and ThingsMail. Data flows from one module to the next with no export or integration to set up.
Do invoices go out on their own?
Issuing can be triggered by a step in your workflow, and reminders then follow a schedule set once. It is the forgotten follow-up that costs most, not the initial invoice.
Where does the billing information come from?
From the customer record already in the CRM, and from the contract if there is one. Neither address nor amounts are re-keyed — a classic source of errors on documents that commit you.
Can I track what is still to be collected?
Yes, collections tracking separates what is settled from what is dragging, and for how long. That age is what tells you when to follow up differently.
Which plan includes Billing?
Included from the Business plan. It builds on the CRM, available on the Pro plan, which supplies the billing information.