Send a quote your client can accept, sign and pay on one page. Turn it into invoices, take payments online and see who owes what. It shares one account with your CRM, so every quote, contract and payment shows on the client's record.
Commerce overview: profit this month, what clients owe you, what you owe, and how late it is.Point at a numbered area to see it up close.
Money owed to you, by how late it is.
The latest invoices and quotes as they happen.
Profit this month, what clients owe and what you owe.
Estimates
Quotes Your Clients Can Accept and Pay
Build the quote line by line, with notes and terms. Ask for a deposit or split the total into payments, then send it. Your client opens one page to read it, accept it and pay what is due.
12
An estimate with its line items, its path from draft to invoiced, and a deposit and payment plan.Point at a numbered area to see it up close.
Build the quote line by line, with notes and terms.
Ask for a deposit, or split the total into payments.
Send it, preview it as the client, and follow it from sent to accepted.
Ask for a deposit, or split the total into payments.
1
Estimates (quotes) with their client, status, expiry date and total.Point at a numbered area to see it up close.
Every quote with its status, expiry date and total.
Search quotes and filter by status.
Search quotes and filter by status.
Deposits and payment plans
Ask for a deposit when the quote is accepted, or split the total into payments with their own due dates.
Accept and sign online
Your client reads the quote on one page and accepts it with a typed or drawn signature. A contract can go with it.
Follow every quote
See each quote move from sent to viewed to accepted. Once accepted, it turns into invoices on the schedule you set.
E-signature
Contracts With E-Signature
Start from your own template or a ready-made one, fill in the client's details, and choose who signs and in what order. You get the signed PDF back without printing a page.
12
A contract being prepared: the agreement built from blocks, who signs, and in what order.Point at a numbered area to see it up close.
Contracts built from blocks, with merge fields that fill in names.
Set who signs, and in what order.
A price table inside the agreement.
Set who signs, and in what order.
12
Contracts and e-signatures: each agreement with a preview, its status and its signers.Point at a numbered area to see it up close.
Every contract with a preview, its status and who signs.
Start from a template, then filter and sort.
123
Contract templates: your own agreements and ready-made ones, each with its signer roles.Point at a numbered area to see it up close.
Ready-made agreements to start from, each with its roles.
Your standard agreements, ready to send.
Build a template once, reuse it every time.
Built from blocks
Write the agreement once. Merge fields fill in the client's name and details, and a price table sits inside it.
Signers, in order
Everyone signs at once, or one after another. Send reminders to anyone who has not signed yet.
A record you can keep
Every view and signature is logged. Download the signed PDF with its audit certificate.
Invoices
Invoices and Online Payments
Send invoices with line items, discounts and tax. Clients pay online, and every payment is recorded against its invoice, so the balance and the client's record are always up to date.
An invoice being written: client, dates and terms, line items, totals and the payment settings.
Line items with quantity, rate and amount.
Partial payments, receipts and reminders, set per invoice.
Notes, terms and the total, with discount and tax.
12
Invoices with their status: draft, partly paid or paid, with dates and balances.Point at a numbered area to see it up close.
Every invoice with its status, dates and balance.
Invoiced, outstanding and collected, filtered by status or date.
123
A paid invoice with its payment recorded against it.Point at a numbered area to see it up close.
A clean invoice: client, dates, line items and total.
Every payment recorded against it.
Status, PDF download and more actions at the top.
Paid online
Clients pay by card from the invoice's secure link or from the client portal. Allow partial payments when it helps.
Receipts and reminders
Turn receipts and payment reminders on for each invoice, so you are not the one chasing.
Checks, ACH and wires too
Record a check, ACH, wire or cash payment against the invoice, and the balance updates.
Recurring invoices
Bill a retainer or a monthly service on a schedule, and save repeat work as invoice templates.
Get paid more ways
Payment Pages and the Client Portal
Not every payment starts with an invoice. Share a payment page for a deposit, a gift box or a monthly plan, and give clients one place to find everything you have sent them.
1
Payment pages: a link anyone can pay without an invoice, with an open amount, set prices or a subscription.Point at a numbered area to see it up close.
Let the payer choose the amount, set a price, or sell a subscription.
Set the prices, and see the page as the payer will.
Set the prices, and see the page as the payer will.
1
The client portal: what your clients can see and do when they sign in.Point at a numbered area to see it up close.
Clients see their invoices, accept quotes and sign contracts.
Clients pay invoices and keep their card up to date.
Clients pay invoices and keep their card up to date.
Payment pages
A link anyone can pay without an invoice: let the payer choose the amount, set prices, or sell a subscription.
A portal for your clients
Clients sign in with an emailed link to see their invoices, quotes, contracts and subscriptions, pay, and update their card.
Payments and reports
Payments, Reports and What Is Still Owed
Every payment with its method, reference and the invoice it paid. Reports show what was invoiced, what came in and who is late, for any period you pick.
1
Payments received, with their method, reference and the invoice they paid.Point at a numbered area to see it up close.
Every payment with its method, reference and invoice.
Open any payment for its full record, and correct it if needed.
Open any payment for its full record, and correct it if needed.
12
Invoice report: what was invoiced, what is paid and what is still due, for any period.Point at a numbered area to see it up close.
Invoiced, paid and still due, split by status.
Every invoice in the period, with its balance.
12
Accounts aging: who owes what, and for how long.Point at a numbered area to see it up close.
Owed money by how late it is.
Who to follow up with first.
Open a client to see each overdue invoice.
Open a client to see each overdue invoice.
Invoiced, paid and due
For any period, with how long clients take to pay.
Who owes what, and for how long
Aging by client, so you know who to call first.
Revenue and tax reports
Revenue by client, recurring revenue, invoice details and a tax summary, next to profit and loss.
Inside Hiveku: From Deal to Paid
Quotes and invoices sit next to the deal they belong to, repeat work starts from a template, and the money side flows into your books: what you are owed, what you owe and who your best clients are.
1
One deal: its value, probability, close date, people and next steps.Point at a numbered area to see it up close.
Value, probability, close date and owner in one card.
The people and company on the deal.
Notes, tasks and the next step.
Value, probability, close date and owner in one card.
The people and company on the deal.
Invoice templates for repeat work: saved line items, terms and a design.
Save repeat invoices as templates.
Each template keeps its items, terms and design.
123
The books at a glance: profit this month, what you are owed, what you owe, and what waits for approval.Point at a numbered area to see it up close.
Profit for the month, and what is still open.
What you are owed and what you owe, by age.
Recent activity and the bills coming due.
123
Revenue by client: who your best customers are, and what each still owes.Point at a numbered area to see it up close.
Your clients ranked by revenue.
Invoiced, paid and outstanding for each client.
Invoiced or collected, for any date range.
Send Your Next Quote From Hiveku
Quotes, contracts, invoices and payments, next to your CRM and your books. Every plan includes them. Bills, payroll and profit and loss are in Accounting.