Billing and payments

How to track cash flow and forecast your balanceUse the Cash Flow page to see what is coming in and going out, forecast your balance 30,… How to set up recurring invoices in startbuddiSet up a monthly or quarterly billing schedule for a retainer client, generate the first draft now, and… How to set up subscriptions for your customersSell memberships, retainers or paid plans that renew automatically: create a plan, send each customer a subscribe link… How to set up your Money Manager in startbuddiGet Money Manager ready in one sitting: connect how you get paid, set invoice defaults and branding, log… How to send an estimate and turn it into an invoicePrice a job with an estimate, email it to your customer, record their answer and convert it into… How to manage seats and roles in startbuddiAdd or remove paid seats, change a teammate's role, limit what they can open, and remove people safely… How to create a payment link in startbuddiMake a payment link for a one-off amount, then share it in WhatsApp, by email, by text or… How to change your startbuddi planStart a trial, unlock a bigger plan, switch between monthly and annual, or go back to Free, all… How to collect payment via Paystack in startbuddiConnect Paystack to Money Manager so customers can pay your invoices, payment links and subscriptions by card, transfer… How to add your company branding to invoicesAdd your logo, brand colour and business name so invoices look like they come from your business, and…