Signed, invoiced and paid. Without chasing anyone for any of it.
Proposals with e signatures, invoices, payment links and subscriptions in the same system as your pipeline. Card payments run through Stripe, PayPal or Square, and everything connects to Xero or QuickBooks.
Illustrative screen with invented names and figures.
What's included
Proposals, invoices and payments, done properly.
Proposals with e signatures
Send proposals, contracts and documents that clients sign online, with the signed copy saved to their record.
Invoices
Raise branded invoices from the contact or the deal, with a link to pay by card.
Recurring and scheduled invoices
Set retainers and instalments to invoice on their own, on the dates you choose.
Payment links
Send a link by email, text or chat and take payment for a deposit, a one off fee or an order.
Stripe, PayPal or Square
Card payments go through the provider you choose, and subscriptions bill automatically until they're cancelled.
Xero and QuickBooks
Invoices and payments connect to your accounting software, so finance works from the same numbers as sales.
How we build it
Designed with you. Then run with you.
You don't get a login to an empty account. Our team designs this part of your system around how you work, builds it, trains your people and keeps improving it.
Map how you get paid
We agree your proposal stages, deposit rules, payment terms and which provider takes card payments.
Build the documents
We turn your proposals and contracts into templates with e signature fields, and write the covering emails in your voice.
Connect the money
We connect Stripe, PayPal or Square and your Xero or QuickBooks account, then test every invoice, payment link and subscription before launch.
Run and review
We train your team, then review outstanding proposals and invoices with you each month and tighten the follow ups.
Connections
Plugged into the tools you keep.
Where a specialist tool earns its place, it stays and connects. Anything Afoofa already does gets retired, so there's one less login and one less bill.
In practice
How it fits a real situation.
FAQ
Payments, answered.
Yes. Proposals, contracts and other documents are signed with an e signature, and the signed copy is saved to the client's contact record. A workflow can then send the invoice or start onboarding straight away.
Ready for a system built for your business, and nobody else's?
No templates and nothing cookie cutter. Every Afoofa system is designed around how you work and what you need. Apply in two minutes and, if we're a good fit, we'll show you exactly what we'd build.