Get paid faster with modern invoicing

Copilot’s invoicing features aren’t just standalone — our platform integrates contracts, forms, file-sharing, messaging, and more in one seamless hub. This allows you to create automated workflows that streamline onboarding and payment collection in a white-labeled portal.

Your clients can sign a contract, complete a form, and pay an invoice all within the same branded experience.

On the backend, having everything consolidated on a single platform means unified notifications and permissions for your team. Instead of juggling multiple logins and tools, you manage all client interactions, payment processes, and documents in one place.

This unified view simplifies collaboration, reduces confusion, and keeps everyone aligned.

Our payment processing costs are transparent and in line with industry standards. There’s a base fee for credit cards and ACH payments, plus an additional fee depending on the type of billing entity — whether you’re sending a one-off invoice or setting up a subscription.

Detailed rates, including specifics for both credit card and ACH transactions, are clearly outlined on our pricing page for your reference.

Your clients can pay using credit cards, debit cards, ACH, and Apple Pay. We’re always exploring new payment methods to offer even more flexibility.

Absolutely.

Surcharging is natively supported, and you have granular control over which fees get passed along. For example, you might choose to pass on credit card fees to client but absorb the ACH fees yourself, tailoring the fee structure to fit your business model.

Yes.

Beyond one-time invoices, Copilot’s Billing App is built for recurring payments and subscription management. You can set up auto-renewals, pause or resume subscriptions, and handle billing changes effortlessly, all through a single, centralized platform.

1. Create an invoice template.
2. Upload your invoice template to Copilot’s Billing > Invoices section.
3. Add your client’s details, list the services or products provided, set due dates, and more,
4. Connect your preferred payment method.
5. Copilot can send your client a link to payment once complete.

With Copilot, clients can view and pay invoices directly through a secure, branded portal—streamlining your billing process and getting you paid faster.

An invoicing system can be software that helps businesses create, send, and manage invoices for products or services. It streamlines the billing process, tracks payments, and improves cash flow.

Copilot invoicing is built directly into a secure, customizable client portal, allowing you to send professional invoices, accept payments online, and give clients a seamless billing experience.

Copilot's invoicing system helps service businesses get paid faster while maintaining a polished, branded client experience.