Invoice Studio
End-to-end invoice generation, dispatch, payment & reconciliation. From milestone trigger to cash in the bank — orchestrated, multi-rail, AI-assisted.
£223k
Issued · cycle
1 in-flight
£192k
Cash collected
DSO 47d
2
Drafts + scheduled
1 draft · 1 armed
£120k
Outstanding
auto-chase armed
4
Live payment links
25% conv.
£114k
Disputes + overdue
exec review
The cash flywheel
Eight stations from trigger to settled. Each runs without a human unless you want one.
01
Trigger
Milestone or schedule fires
02
Compose
Template + AI suggest
03
Approve
Owner signs off
04
Dispatch
Email + portal + link
05
Pay
Multi-rail checkout
06
Settle
Webhook · ledger reconciled
07
Reconcile
Xero / QuickBooks sync
08
Report
Tax filed · cash visible
Invoice templates
Seven billing models, every track covered. Click any to launch the composer.
Live wire
Every event, as it happens.
Payment succeedednow -42s
Subscription Q2 cleared via Stripe ACH.
Bluefin LabsREC-2026-012£24k
Invoice viewednow -2m
AP team opened the portal · 2 collaborators added.
Atlas LogisticsREC-2026-008
Milestone armednow -7m
Hire-start trigger fired · invoice REC-2026-003 auto-armed.
Helios Pharma
Payment failednow -15m
Customer dispute raised — escalated to partner.
MeridianGovREC-2026-011£89k
Tax filednow -34m
MTD VAT submission posted to HMRC for Q1 2026.
—
Invoice sentnow -52m
Scheduled invoice dispatched · Net 14.
Quanta HealthREC-2026-014£28k
Refund issuednow -1h
Pro-rata credit for paused seat in March.
Lumen Retail€800
Payment succeedednow -2h
Wise FX cleared · 0.42% spread applied.
Apex MobilityREC-2026-013$12k
Payment links
Multi-rail customer-facing checkout. Click any link to preview what your client sees.
Recurring schedules
Retainers, subscriptions, royalty loops — auto-billed on cadence.
Lumen Retailactive
Retainer · monthly · monthly
€15k
next Jun 01 · SEPA
Bluefin Labsactive
Subscription · quarterly · quarterly
£24k
next Jul 01 · STRIPE
Apex Mobilityactive
Alumni royalty · quarterly
$16k
next Jul 02 · WISE
Northwind Bankexpiring
Platform · per-seat · annual
$96k
next Aug 14 · ACH
Dunning playbook
Six steps from gentle nudge to exec review. Tone-aware, channel-aware.
T-3
Friendly reminderemailwarm
"Hi {ap_lead}, just a heads-up that {invoice} is due {due}. The payment portal is here →"
T+0
Due todayemailwarm
"Quick nudge — {invoice} is due today. One-click pay via Stripe / open banking."
T+3
Concierge pingconciergewarm
"Account director {owner} reaches out to {ap_lead} on Slack/email."
T+7
Partner callexec-callfirm
"Partner-to-partner call scheduled with finance lead."
T+14
Formal chase + interestemailfirm
"Statutory interest clause armed at 8% above base rate."
T+30
Hold downstream milestonesplatform-blockexec
"Future milestones paused; exec review triggered."
Invoice ledger
Search, filter and drill into every recruitment invoice.
15 / 15
→
| Invoice | Client | Track | Milestone | Rail | ||||
|---|---|---|---|---|---|---|---|---|
| REC-2026-010 | Lumen Retail | T3 | Retainer · May | £15k | May 01 | May 15 | sepa | paid |
| REC-2026-003 | Helios Pharma | T1 | Hire start · 40% | £5.8k | Apr 22 | May 06 | stripe | sent |
| REC-2026-011 | MeridianGov | T5 | Offer cut · 60% | £89k | Apr 22 | May 22 | bacs | disputed |
| REC-2026-013 | Apex Mobility | T7 | Alumni-sourced ARR · 10% | £12k | Apr 14 | Apr 28 | wise | paid |
| REC-2026-005 | Northwind Bank | T2 | Outcome bonus · 90d | £23k | Apr 02 | Apr 16 | bacs | paid |
| REC-2026-009 | Lumen Retail | T3 | Retainer · Apr | £15k | Apr 01 | Apr 15 | sepa | paid |
| REC-2026-012 | Bluefin Labs | T6 | Subscription · Q2 | £24k | Apr 01 | Apr 15 | stripe | paid |
| REC-2026-008 | Atlas Logistics | T4 | Loop SLA · Apr | £25k | Mar 28 | Apr 18 | ach | overdue |
| REC-2026-002 | Helios Pharma | T1 | Shortlist accepted · 30% | £23k | Mar 18 | Apr 01 | stripe | paid |
| REC-2026-001 | Helios Pharma | T1 | Brief signed · 30% | £23k | Mar 04 | Mar 18 | stripe | paid |
| REC-2026-007 | Atlas Logistics | T4 | Calibration sprint | £20k | Mar 02 | Mar 16 | ach | paid |
| REC-2026-004 | Northwind Bank | T2 | Screen lane live | £18k | Feb 18 | Mar 04 | bacs | paid |
| REC-2026-006 | Atlas Logistics | T4 | Loop blueprint | £19k | Jan 22 | Feb 05 | ach | paid |
| REC-2026-014 | Quanta Health | T2 | Brief signed · scheduled | £28k | — | May 12 | stripe | scheduled |
| REC-2026-015 | Savana Telco | T1 | Brief signed · draft | £19k | — | — | stripe | draft |
Multi-rail engine
Seven rails · one ledger.
Stripelive
Open bankinglive
BACS · UKlive
SEPA · EUlive
ACH · USlive
Wise · FXlive
Card linklive
Crypto · USDCbeta
Tax & compliance
Filed, audited, ready.
MTD VAT · HMRCQ1 2026 filed
EU OSS · reverse chargecurrent
UAE FTA · TRN activecurrent
ICO data recordaudited
AI Act invoice logcompliant
ISO 27001 · paymentsrenewed
Webhook stream
Hooks + integrations into the studio.
Xero · sync
writes invoices + receipts
QuickBooks · sync
ledger reconciled hourly
Slack · #ops-cash
live wire posted
HubSpot CRM
contracts + deals enriched
DocuSign
engagement letters → milestones
n8n · custom
12 workflows wired