Payments & Invoicing
Take card payments directly in the app
Simple Invoicing
Create invoices instantly at the end of an appointment, or add them manually whenever you need. It’s quick, professional, and always organised.
Automated Payment Reminders
Unpaid invoices? No stress. Equigate automatically follows up for you—sending reminder banners straight to your client’s app and follow-up emails too. Reminders go out every 7 days until the invoice is paid, so you stay professional without chasing.
Easy Flexible Payments
Accept card payments directly through the app with Stripe integration, clients can pay instantly using credit/debit card, Apple Pay, or Google Pay. Prefer another method? No problem. You can still take cash, bank transfer, or cheque payments and simply mark the invoice as paid manually. However you choose to get paid, Equigate keeps your records accurate and up to date.
Take control of your invoicing with ease! Customise every detail to suit your business needs. Choose your currency and add essential information such as bank account details, payment terms, and VAT specifics directly in the invoice settings. These details automatically appear on your professional PDF invoices, ensuring every invoice looks polished, consistent, and tailored to your business.
Fully Customise Your Invoices
Quick & Simple Exporting
When it’s time to balance the books, Equigate makes it easy. Export all invoicing data directly from your practitioner dashboard into CSV or Excel format. Whether you’re sharing with an accountant, a bookkeeper, or keeping personal records, everything is organised, accurate, and ready in just a few clicks.
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