Frequently asked questions

KinetiqBilling is multi-tenant by design — every organization's customers, quotes, invoices, and payments are isolated at the data layer, with access controlled per organization.

Most businesses sign up, connect Stripe, and send their first quote or invoice within a few minutes — there's no implementation project required.

Yes — the Free plan has no trial period or expiration. It covers quotes, invoices, customer records, Stripe payments, and secure links for as long as you use it.

Yes, you can upgrade to Pro or move back to Free at any time from your billing settings — there's no lock-in contract.

No — KinetiqBilling doesn't add its own transaction fee on top. Stripe's standard card processing fees apply to online payments, the same as they would on any platform using Stripe Checkout.

No, Pro is a month-to-month subscription and can be canceled at any time — see the cancellation policy for full details.

Yes — KinetiqBilling quotes work the same way an estimate does: a fixed, itemized price you send before work begins. Once a customer accepts, the quote becomes the source of truth for the invoice or invoices that follow.

Yes. Every quote has a validity date you control. After it passes, the quote is marked expired and can no longer be accepted through the secure link, so customers can't act on stale pricing.

You choose how to collect: convert the accepted quote into a single flexible invoice, or split it into separate invoices per deposit and milestone. Either way, nothing needs to be re-entered.

Yes — you define the deposit and milestone structure on the quote itself, so as soon as it's accepted the payment schedule is already in place and ready to invoice.

You choose how to collect: convert the accepted quote into a single flexible invoice, or split it into separate invoices per deposit and milestone. Either way, nothing needs to be re-entered.

Yes. Invoices can be created directly for work that never needed a quote, or generated automatically from an accepted quote — both paths produce the same invoice record with full lifecycle tracking.

Yes, invoices support a PO number field so commercial customers with vendor compliance requirements can match your invoice to their internal purchase order.

Every invoice tracks sent, viewed, and paid status automatically, so you know the moment a customer opens the secure link — no need to call and ask.

Yes, each customer record can store billing profile details like preferred payment method, payment terms, and whether purchase orders are required, so commercial billing requirements aren't tribal knowledge.

A single flexible invoice lets a customer pay the current amount due or the full balance from one invoice and link. Milestone invoicing instead creates separate invoices — deposit, progress payments, final balance — each sent and tracked independently.

An invoice can carry a payment schedule — deposit, progress amount, final balance — and the customer's payment page shows exactly what's currently due, while still allowing them to pay the full remaining balance if they prefer.

Customers pay by card through Stripe Checkout, with eligible wallets like Link, Apple Pay, and Google Pay handled as part of Stripe's checkout experience. Card and wallet availability can vary by Stripe account, device, and region.

Yes. ACH, wire, check, and cash payments can all be recorded manually against an invoice, so your accounts receivable stays accurate even when a customer pays outside Stripe.

Payment links are secure, tokenized, and can expire — customers don't need an account or password to view and pay an invoice, and card data is handled entirely by Stripe, never stored on KinetiqBilling's servers.

Yes, invoices support a PO number field so commercial customers with vendor compliance requirements can match your invoice to their internal purchase order.

Every open invoice is bucketed by days past due — current, 1–30, 31–60, 61–90, and 90+ — computed automatically from due dates so your receivables dashboard always reflects reality without a manual review.

A partially paid invoice shows its remaining balance in the correct aging bucket — you always see exactly what's still outstanding per customer, not just an all-or-nothing paid/unpaid flag.

Yes — the accounts receivable workspace rolls up every open and overdue invoice by customer, so you can see who owes what without opening each invoice individually.

Yes, refunds are recorded against the original payment and reflected in the invoice balance and customer's net paid total, so your records stay accurate after a refund.

Yes, Pro plan accounts can send payment reminder emails tied to due dates, so overdue balances get a nudge without you having to track every invoice manually.

No — KinetiqBilling is a billing and accounts receivable workspace, not general ledger accounting software. It's built to be the source of truth for quotes, invoices, and payments, which you can still export or reconcile into accounting software separately.

Yes, the invoice balance, payment schedule status, and accounts receivable aging all update immediately after any payment — online or manually recorded.

KinetiqBilling is multi-tenant by design — every organization's customers, quotes, invoices, and payments are isolated at the data layer, with access controlled per organization.

Payment links are secure, tokenized, and can expire — customers don't need an account or password to view and pay an invoice, and card data is handled entirely by Stripe, never stored on KinetiqBilling's servers.

No. Each quote, invoice, and statement has its own secure link — customers open it, review the details, and pay, with no login or password required.

Yes, on the Pro plan your logo and business details appear on the customer portal pages and in the emails customers receive, so the experience feels like your business, not a third-party tool.

Yes — the quote, invoice, and payment pages are fully responsive, since most customers open these links from a phone.

Every invoice tracks sent, viewed, and paid status automatically, so you know the moment a customer opens the secure link — no need to call and ask.

Yes. ACH, wire, check, and cash payments can all be recorded manually against an invoice, so your accounts receivable stays accurate even when a customer pays outside Stripe.

Yes. Every payment — Stripe or manually recorded — is logged with date, method, and amount, building a complete audit trail for every invoice.

Yes, refunds are recorded against the original payment and reflected in the invoice balance and customer's net paid total, so your records stay accurate after a refund.

Yes, Pro plan accounts can send payment reminder emails tied to due dates, so overdue balances get a nudge without you having to track every invoice manually.

Yes — the accounts receivable workspace rolls up every open and overdue invoice by customer, so you can see who owes what without opening each invoice individually.

A statement summarizes a customer's recent invoice and payment activity plus their outstanding balance into a single document you can send — useful for commercial customers who reconcile their AP against your account periodically.

Yes, each customer record keeps a full history of quotes, invoices, payments, and account activity in one place, so answering "what have we billed this customer" never requires searching.

Yes, each customer record can store billing profile details like preferred payment method, payment terms, and whether purchase orders are required, so commercial billing requirements aren't tribal knowledge.

Every open invoice is bucketed by days past due — current, 1–30, 31–60, 61–90, and 90+ — computed automatically from due dates so your receivables dashboard always reflects reality without a manual review.

Reporting covers your quote-to-cash funnel: outstanding and overdue balances, payment activity, and quote acceptance — the numbers that answer "how is billing performing" without needing full accounting software.

No — KinetiqBilling is a billing and accounts receivable workspace, not general ledger accounting software. It's built to be the source of truth for quotes, invoices, and payments, which you can still export or reconcile into accounting software separately.

A single flexible invoice lets a customer pay the current amount due or the full balance from one invoice and link. Milestone invoicing instead creates separate invoices — deposit, progress payments, final balance — each sent and tracked independently.

Yes — you define the deposit and milestone structure on the quote itself, so as soon as it's accepted the payment schedule is already in place and ready to invoice.

A partially paid invoice shows its remaining balance in the correct aging bucket — you always see exactly what's still outstanding per customer, not just an all-or-nothing paid/unpaid flag.

An invoice can carry a payment schedule — deposit, progress amount, final balance — and the customer's payment page shows exactly what's currently due, while still allowing them to pay the full remaining balance if they prefer.

Yes, the invoice balance, payment schedule status, and accounts receivable aging all update immediately after any payment — online or manually recorded.