Create detailed invoices
Set descriptions, quantities, prices, issue dates, and due dates.
Payments for accounting firms
Make it easier to invoice clients and get paid
Create professional invoices, manage line items and customers, track payment status, and keep billing connected to the client relationship.
Payments
Client invoice ledger
Outstanding
$8,940
Paid this month
$24,620
Drafts
3
INV-1052
Due Sep 18
Northstar Labs
$4,280
OutstandingINV-1051
Due Sep 12
Atlas Health
$6,400
PaidINV-1050
Due Sep 24
Fieldwork Studio
$2,750
SentINV-1049
Due Sep 28
Harbor Retail
$1,980
DraftConnects with
What it is
Meet OCTA Payments.
Billing should be part of the workflow, not an administrative afterthought. Performing work in one system and invoicing in another creates delays.
Customer invoicing is separate from your firm's own OCTA subscription billing.
Key capabilities
Everything the work needs.
Add customers mid-draft
Create a customer without losing the invoice you are working on.
Work from any device
Create and track invoices from desktop, tablet, or mobile.
Track every status
See draft, sent, outstanding, and paid invoices clearly.
Keep billing connected
Retain invoice and payment history on the client relationship.
Collect online where enabled
Support online payment collection when available for the firm.
How it works
From request to result.
Select or add the customer
Start with an existing client or add a new customer in place.
Create the invoice
Add line items, dates, terms, and the amount due.
Send the request
Deliver a professional invoice to the customer.
Track the status
See when the invoice is sent, outstanding, or paid.
Retain the history
Keep billing activity connected to the client record.
In the product
Payments, ready for real work.
Payments
Client invoice ledger
Outstanding
$8,940
Paid this month
$24,620
Drafts
3
INV-1052
Due Sep 18
Northstar Labs
$4,280
OutstandingINV-1051
Due Sep 12
Atlas Health
$6,400
PaidINV-1050
Due Sep 24
Fieldwork Studio
$2,750
SentINV-1049
Due Sep 28
Harbor Retail
$1,980
DraftPayment received from Atlas Health
Today, 09:42Security and compliance
Client data stays protected.
Controls built for sensitive financial work, from the first connection to the final review.
ISO 27001
Information security controls
SOC 2
Operational security controls
PCI DSS
Payment data protection
GDPR
Privacy and data rights
Access stays permissioned, logged, and ready for review.
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