Where the money story starts
Quote, invoice,
collect, follow up.
Send a quote, turn it into an invoice in one click, and track it through to paid. Every quote, invoice, and payment becomes a signal the rest of Wrenbase reads, so billing isn't just done, it's the start of knowing where your money stands.
Invoice
INV-1042
Converted from quote QU-038
Platform license · annual
$1,800
Implementation
$650
Priority support
$300
Total · USD
$2,750
Three document types
Quote, invoice, or payment request.
Pick the shape that matches the moment.
Quote
Propose the work.
Send a price proposal. Convert to an invoice when the customer says yes.
Invoice
Bill for completed work.
Itemized line items and totals. Track from sent to paid.
Payment request
Ask for a one-off payment.
A deposit, a milestone payment, a one-off charge. Name the amount and send. No line items needed.
Quotes
A quote becomes an invoice in one click.
Send a quote. The customer accepts. Wrenbase turns it into an invoice with the same line items and amount. No re-typing.
Quote QU-038
Platform license · annual
$1,800
Implementation
$650
Priority support
$300
Total
$2,750
Invoice INV-1042
NewSame line items, transferred
—
Compose
Type a sentence. Wrenbase drafts the invoice.
Type Bill Meridian for 40 seats at $30 plus a $2,000 onboarding fee. Wrenbase parses it into a complete invoice with line items, ready to send.
New invoice
You type
Bill Meridian for 40 seats at $30 plus $2,000 onboarding
Wrenbase drafts
40 seats × $30
$1,200
Onboarding fee
$2,000
Total
$3,200
Mixed billing
Usage, seats, and flat fees on one invoice.
Put metered usage, per-seat charges, and flat platform or service fees on a single invoice. Itemized for the customer, totaled for you. No second tool, no second invoice.
Invoice · January billing
Metered and per-seat
API calls · 1.2M
$1,200
Seats · 40 at $30
$1,200
Overage · storage
$300
Platform
Monthly platform fee
$2,500
Total · USD
$5,200
Recurring
Schedules that send themselves.
Set the cadence once. Wrenbase drafts and sends the invoice every cycle. Auto-send for trusted customers, hold-for-review for the rest.
Meridian Aerospace · Platform subscription
$2,500 · auto-send · 1st of month
Jan 1
Sent
Feb 1
Sent
Mar 1
Sent
Apr 1
Scheduled
May 1
Upcoming
From documents to answers
Every invoice is a signal. Wrenbase reads them.
You send an invoice, a payment lands, one slips past its due date. Each of those is a fact about where your money stands. Wrenbase keeps them, so you can ask a question and get an answer instead of rebuilding a spreadsheet to find out.
- What is owed to me right now?
- Who is slow to pay?
- What is overdue and at risk?
From your invoices, in Cash Pulse
$110,000
Outstanding
2
Customers at risk
Invoicing, live. Payment and aging analytics, live.
After the invoice
One invoice. Every state, tracked.
Drafted
Sat 9:14 AM
From a quote, a sentence, or a recurring schedule.
Sent
Sat 9:15 AM
Email goes out. Wrenbase starts tracking the response.
Viewed
Sun 11:48 AM
Customer opens the invoice in Wrenbase. Cash Pulse updates.
Reminder
Day 14
Wrenbase sends the reminder in the tone you chose.
Paid
Day 16
Mark it paid when the money arrives. Status closes.
Bring your data in
It works with the systems you already run.
The invoices, payments, and follow-ups behind these answers can come from wherever they live now. Drop in a CSV from any tool today, at any volume. Native connectors, an API, and ERP ingestion, the kind that pulls straight from the systems where your data already lives, are rolling out. However complex your setup, there is a way in.
Credit notes and refunds
Correct an invoice without the mess.
Made a billing error, or need to refund part of a job? Issue a credit note against the invoice in one step. If the invoice isn't paid yet, the credit lowers what the customer owes; if it was already paid, the refund shows on the invoice's money trail and the amount due stays right. Wrenbase doesn't move the cash for you: you send the refund the way you normally pay, and we record it against the invoice so nothing gets counted twice.
INV-0042 · Meridian Aerospace
Credit note CN-0007 applied
Payments & currency
Card and ACH coming soon. 20+ currencies today.
Online payments through Stripe are rolling out now; once they're live, Stripe settles to your bank on its standard timeline. Today, record wire, check, and Zelle when they settle, and bill in 20+ currencies with each invoice sent and tracked in the currency you choose.
Processed by Stripe
Auto-trackedRecorded manually
When settledBill in 20+ currencies
USD · EUR · GBP · CAD · AUD · INR · MXN · BRL · AED · JPY · CHF · +9
Brand
A payment page that looks like yours.
Your logo on every invoice on the free plan. Custom colors and theme on paid plans. Customers pay on a Wrenbase-hosted page that carries your brand, not a generic payment URL.
Meridian Aerospace
wrenbase.com/pay/...
Amount due
$2,750.00
Invoice INV-1042 · Due in 14 days
Secured by Stripe · Card, ACH, Apple Pay, Google Pay
Documents
Send the paperwork with the bill.
Attach a contract, a statement of work, an order form, a receipt, or a spec to any invoice or quote. Up to three PDFs, each with a short name your customer recognizes, added or removed anytime. Where they land follows the customer's delivery setting: with Send link they sit on the secure page behind the private link, so a forward can't leak them. With Send with attachments they come as PDFs in the email, for a customer whose accounts team needs the file.
On the payment page
Documents
Signed contract
contract.pdf
Statement of work
sow-2026.pdf
Reached through the customer's private payment link.
Customer intelligence
Your customers get smarter. You add nothing.
Every invoice you send, every payment that lands, every quote you draft updates the customer record. Total billed, average days to pay, dispute history, currency mix. A CRM makes you log activity to get insight. Wrenbase gives you the insight because the activity is the work.
Meridian Aerospace
Customer since March 2024 · 12 invoices
Total paid
$48,200
Avg days to pay
4 days
Outstanding
$2,750
Quote acceptance
5 of 6 accepted
Average time to accept: 1.4 days
Recent activity
No CRM logging required. Derived from invoices and payments.
Projects · What each engagement made
Know what each engagement actually made.
Invoices and quotes roll up to project P&L. Tag a document to a project and the engagement's margin updates the moment it's paid.
Meridian rollout · Overview
on trackProfit margin
60%
Outstanding
$1,000
Budget
$14.6k left
Cash timeline, next 6 weeks
Weeks 1-2 run cash-negative before Meridian's payment lands in week 3. Consider nudging invoice #4.
Connected to the rest of Wrenbase
Invoicing is one part of the whole product.
Common questions
Quick answers.
- What does Wrenbase Invoicing do?
- Quote a customer, turn the quote into an invoice, send it, and chase down what's late. All in one place. You're not jumping between a quote tool, an invoice template in Word, and a separate way to track payment.
- My invoices live in a spreadsheet today. What changes?
- Instead of tracking who paid in a row, your invoices and payments live in Wrenbase, and each one feeds the same intelligence as everything else. You see what's outstanding without filtering, reminders happen on their own, and the totals roll straight into Cash Pulse. Have history in a spreadsheet? Drop the file in and Wrenbase imports it, so your answers start whole.
- How do my customers pay?
- Card and ACH payments through Stripe are rolling out now. Once they're live for your account, every invoice carries a Pay button and the money settles to your bank on Stripe's standard timeline. Today you can send invoices, track what's outstanding, and mark them paid however the money actually arrives.
- What payment methods can I record?
- Any of them. Mark an invoice paid by bank transfer, ACH, wire, check, Zelle, PayPal, or cash, whatever you actually used, and Wrenbase records the method and the date against the invoice. Card and ACH through Stripe are rolling out now, but you never have to wait on us to log a payment that arrived some other way.
- How do credit notes and refunds work?
- Issue a credit note against an invoice and Wrenbase records it in one step. If the invoice is unpaid, the credit lowers what the customer owes. If it was already paid, the refund shows on the invoice's money trail and the amount due updates. Wrenbase doesn't send the money: you pay the refund the way you normally do, and we record it against the invoice.
- How do I sign in? Is there a password?
- No password. We email you a sign-in link. Tap it, you're in. Nothing to remember, nothing to reset, nothing to lose.
- Can my invoices carry my logo and branding?
- Yes. Upload your logo on the free plan and it shows up on every invoice you send. Paid plans add custom colors and theme. The invoice your customers see carries your brand, not ours.
- Can I send an invoice that a customer's accounts-payable system can read?
- Yes. Pick the AP-optimized theme and your invoice renders as a plain, high-contrast PDF with standard labels and a clear payment-instructions block, the shape an accounts-payable system expects. It reads cleanly in tools like Bill.com, Tipalti, SAP Concur, or NetSuite, or straight into a bookkeeper's inbox. It's one of the invoice themes on the paid plans.
- Can I send recurring invoices?
- Yes. Set the schedule once, pick the customer, the amount, and the day of the month. Wrenbase sends it every cycle. Auto-send for customers you trust. Hold-for-review for the ones you don't.
- Does Wrenbase do automatic reminders?
- Yes. Gentle before the due date, firmer after. You set the tone, you edit the words if you want, and the reminders go out until the invoice is paid or you stop them.
- Can I bill in different currencies?
- Yes. Twenty-plus currencies including USD, EUR, GBP, INR, BRL, JPY. You pick the currency per invoice. Each one stays in its original currency end to end. We don't convert anything for you.
- Do I need accounting software too?
- No. Wrenbase handles the work of sending invoices, getting paid, and tracking what's still owed. If your accountant wants the numbers in QuickBooks or Xero at tax time, you can export to them. Wrenbase isn't trying to replace your accountant. It's trying to replace the spreadsheet and the four tools that came before them.
- Can I group invoices by project?
- Yes. Tag an invoice or quote to a project when you create it, or link it later from the project's Revenue tab. The project's P&L updates the moment the invoice is paid: billed, collected, and margin, per engagement.
- What documents can I attach for my customer to see?
- Anything you'd normally send alongside the bill: a contract, a statement of work, an order form, an itemized receipt, or a spec. Many teams send the SOW or order form with a quote so the customer sees the terms while they decide, then a signed contract with the invoice. You can add up to three PDFs, each with a short name your customer recognizes, and add or remove them before or after you send.
- Where do my customers see the attached documents?
- It depends on the customer's delivery preference. With Send link, the files live on the secure page they pay from, reached through the private link, so a forwarded email can't hand them to anyone else. With Send with attachments, the files come as PDFs in the email itself. PDFs are supported today.
- Can I email a document instead of keeping it on the page?
- Yes, and it's one setting on the customer rather than a choice per file. Set that customer to Send with attachments and the invoice and its documents arrive as PDFs in the email, for a customer whose accounts team needs the file itself. Leave them on Send link (the default) and everything stays on the secure page behind the private link, so a forwarded email never leaks it. Either way it's all-or-nothing: everything on the invoice follows the same setting.
- Can I find attached documents again later?
- Yes. Every document you attach also shows up under the project's Files tab, filed with that project's invoices and bills. Filter to Custom documents to see just these, and download the ones you want as a zip when a customer or your accountant asks for the set.
Send your first invoice today.
Sign up free. See how the whole product connects.