Skip to content

Invoicing, billing and payouts in one ledger.

Invoices that chase themselves, subscriptions, retainers, purchase orders and cash flow across every channel.

Invoices, and what happened to each one.
Recurring billing, set up once and left running.
-19

Days sales outstanding

Automated reminders on a schedule collect faster than a person who means to call.

87%

Invoices paid online

When there is a pay button in the email, most people just press it.

0

Manual reconciliation

Payments match to invoices and orders automatically, including partials.

1 min

To send an invoice

From an existing customer record, with your terms and branding already applied.

How it works

From quote to cash

Every step where money usually gets stuck.

Quote it
Invoice it
Send it
Collect it

From quote to paid, on one timeline

Customers and a catalog of products underneath; everything you sell, one-time, recurring or prepaid, is built from those records.

Invoicing & billing

Estimates

Send a quote the customer can review, accept or decline on the document itself. When they accept, it becomes the invoice in one step, without retyping the work.

  • Accept or decline on the quote
  • One step from quote to invoice
  • Deposits collected up front
Estimates
Invoicing & billing

Invoices

Line items, discounts, fees, sales tax, shipping and notes, with a due date. Charge immediately or send it and collect later, by card or bank transfer, with partial payments and refunds kept current.

  • Pay link, portal or card on file
  • Card and ACH bank transfer
  • Partials, refunds and live status
Invoices
$28,940+17%
MTWTFS
Invoicing & billing

Reminders & collection

Reminders follow up before the due date and after it. Once an invoice ages past your rules, it can move into collection instead of being quietly forgotten.

  • Reminder ladder by email and SMS
  • Collection rules you define
  • Escalation to an owner task
Reminders & collection
SMTWTFS
Invoicing & billing

Subscriptions

Recurring billing weekly, every two weeks, monthly, quarterly or yearly. Each cycle raises the invoice and charges the method on file, with trials, plan changes, add-ons, coupons and proration handled properly.

  • Trials, plan changes and add-ons
  • Coupons and proration
  • Ending and trial notices
Subscriptions
Quote accepted
Invoice sent
Reminder sent
Payment matched
Invoicing & billing

Retainers & packages

Collect money up front and draw it down as work is invoiced, so retainers stay separate from ordinary invoices. Or sell a packaged offering, sessions or a bundle, with its own purchase flow.

  • Retainers separate from invoices
  • Draw-down against work billed
  • Packages and session bundles
Retainers & packages
$28,940+17%
MTWTFS
Invoicing & billing

Purchase orders

Incoming POs from customers and outgoing POs to vendors, each with its own number, dates, line items, tax, deposit percent and delivery terms, moving from draft to completed with payment tracked separately.

  • Draft to completed workflow
  • Incoming PO becomes an invoice
  • Outgoing PO becomes a vendor bill
Purchase orders
INInvoice 2041Due in 3 daysSent
INInvoice 2039Overdue · 4 daysChasing
INInvoice 2036Paid by cardPaid
Invoicing & billing

Every payment method

Card, ACH, digital wallet and card-on-file, plus cash and cheque recorded manually.

Every payment method
$28,940+17%
MTWTFS
Invoicing & billing

Multi-currency

Invoice in the customer’s currency and report in yours.

Multi-currency
INInvoice 2041Due in 3 daysSent
INInvoice 2039Overdue · 4 daysChasing
INInvoice 2036Paid by cardPaid
Invoicing & billing

Stored cards

Tokenised, so repeat customers do not re-enter details and you hold no card data.

Stored cards
Quote accepted
Invoice sent
Reminder sent
Payment matched
Invoicing & billing

Customer portal

Customers see their invoices, history and receipts without emailing you for a copy.

Customer portal
INInvoice 2041Due in 3 daysSent
INInvoice 2039Overdue · 4 daysChasing
INInvoice 2036Paid by cardPaid
Invoicing & billing

Accounting export

Clean exports for QuickBooks, Xero and your accountant’s preferred format.

Accounting export
Quote accepted
Invoice sent
Reminder sent
Payment matched
Invoicing & billing

Credit notes

Refunds, adjustments and credit notes with a reason code and an audit trail.

Credit notes
Invoicing & billing

Sales checkout

Staff create the customer, pick products and take payment in one sitting.

Sales checkout
INInvoice 2041Due in 3 daysSent
INInvoice 2039Overdue · 4 daysChasing
INInvoice 2036Paid by cardPaid
Invoicing & billing

Service jobs

Operational work attached to the invoice when it is more than a bill.

Service jobs
INInvoice 2041Due in 3 daysSent
INInvoice 2039Overdue · 4 daysChasing
INInvoice 2036Paid by cardPaid
Why it holds up

One ledger, not four exports

The reason cash flow is hard to see is that the money arrives in different places. Counter payments, online orders, invoices and subscriptions all settle here, which is what makes the number on the dashboard trustworthy.

  • Counter, online, invoice and subscription in one view
  • Payments matched to the order behind them
  • Partial payments handled without manual fixes
  • Aged receivables always current
  • Exports your accountant will accept
Built and supported in Frisco, Texas
Customers

What operators say

Restaurants, dealerships, clinics and franchise groups run their day on Kore. Here is what they say when we are not in the room.

“Working with KORE.CO has been phenomenal. Their unwavering dedication to fulfilling requests and delivering top-notch service showcases their professionalism and reliability.”

William Dayman Client, Des Moines, Iowa

“Kore.co has played a crucial role in assisting my company exceed growth expectations using their expertise in Website and Mobile App development. No task is too tough for them!”

Chris Brown Client, Las Vegas, Nevada

“The professionalism, talent, smooth processes, and general enthusiasm equaled a top notch experience. I highly recommend this company.”

Lori Lynch Director of Special Events, Camillus House

“Our company’s journey with iReview has been nothing short of transformative. Before iReview, managing our online reputation was a constant challenge, but the platform’s powerful features have completely changed the game for us.”

Carl Ferland Owner/Operator Denny’s Franchisee

“The floor plan is live on every device now, and deposits took our Friday no-shows down to almost nothing. The host stand knows who is walking in before they reach the podium.”

Marisol Vega General manager, restaurant group, Austin, Texas

“Our own ordering page takes more volume than the marketplaces now, and we keep the whole ticket. Same kitchen, same board, three points better on margin.”

Dan Whitfield Owner, pizzeria, Columbus, Ohio

“The cards on the tables did what a year of asking never did. Reviews come in daily, and an unhappy one reaches my phone before it reaches Google.”

Priya Raman Multi-site operator, Plano, Texas

“SMS, WhatsApp and email in one inbox means nothing sits unanswered overnight. The lapsed-guest campaign paid for the platform in its first month.”

Tom Beckett Marketing lead, hospitality group, Nashville, Tennessee

“Every call, booking and payment lands on the same customer record. My team stopped asking each other who spoke to whom.”

Alicia Nguyen Sales director, Chicago, Illinois

“The auto-attendant picks up the calls nobody used to, and every conversation is logged against the customer. We answer in two rings.”

Greg Halloran Service manager, dealership group, Phoenix, Arizona

“They went through our old processing statement line by line and showed us what we were actually paying. The rate came down and funding is next day.”

Sandra Ruiz Owner, clinic group, Miami, Florida

“Picking is guided, so a new hire is useful on day one. Stock counts have matched the system every month since we moved over.”

Kevin Doyle Operations manager, distribution, Dallas, Texas
FAQ

Questions about Finance Management

Talk to someone who sets this product up for a living.

They work together. Merchant Processing is the account that moves the money and sets your rate. Payment System is the layer above it: quotes, invoices, subscriptions, chasing and reporting.

Yes. Deposits on quotes, progress billing on longer jobs, and fixed instalment plans on a stored card with automatic retries if one fails.

No, and it should not. It handles the sales side (invoicing, collection and receivables) then exports cleanly into QuickBooks, Xero or whatever your accountant uses.

Dunning handles it: automatic retries on a schedule, an email to the customer with a link to update the card, and an alert to you if it still fails.

Yes, through a portal on your domain where they can download receipts and pay anything outstanding without emailing you.

Yes, in one step each way. An incoming PO from a customer becomes the invoice that bills it. An outgoing PO to a vendor becomes the bill you owe, which you can pay by ACH, from your Kore balance or by printed check through Online Banking.

Yes. Save their bank details with their authorization and collect invoices and subscriptions by ACH, the same way you take cards.

Talk to a human

Ready to see Finance Management on your own data?

Twenty minutes, screen shared, using your real numbers. No slide deck, and we will tell you honestly if it is not the right fit.

A named person from the Frisco team, not a call centre.
  • No setup fee
  • Live in days, not months
  • Cancel any module anytime
The Kore office in Frisco, Texas

Not ready to talk? Take the monthly email.

What we shipped, what broke, and the occasional customer number. One email a month.