Product · Billing & invoicing

Billing that starts from the work, not from a disconnected ledger.

Quotes, invoices, subscriptions, payments, and dunning live in the same system as your CRM. Close a deal, split the one-time work from the recurring work, and let billing keep moving without exporting customers into a second tool.

30 days free No credit card required Cancel anytime

INV-2104
$8,579.40
Paid
Retainer · April$6,000.00
Brand sprint scope$1,480.00
Tax (8.25%)$617.10
Discount−$517.70
Total paid$8,579.40
Stripe · ending 4242 Apr 14
What it does

Billing that keeps the customer context intact.

One-time and recurring together

Use one-time invoice lines and recurring subscription items in the same customer lifecycle instead of managing separate systems.

Subscriptions bill on schedule

Active subscriptions generate invoices at the start of each billing period, with status tracking for trials, pauses, past-due accounts, and cancellations.

Real payment handling

Record Stripe, ACH, and manual payments against the actual invoice so amount paid, amount due, and history stay accurate.

Built for real billing edge cases

Multi-currency invoices, tax rates, discounts, partial payments, refunds, and dunning are part of the model, not bolt-on exceptions.

Subscriptions

Recurring billing with real subscription state.

Subscriptions are first-class records with their own term, cadence, payment method, and status lifecycle. Pricing is copied when the subscription starts, so active customers keep the agreement they actually bought.

  • Recurring items track frequency, term length, discounts, and tax rates
  • Status flow covers trialing, active, paused, past_due, cancelled, and expired
  • Invoices generate at the start of each billing period instead of relying on manual reminders
  • Auto-pay uses the subscription payment method for off-session Stripe charges
INV-2104
$8,579.40
Paid
Retainer · April$6,000.00
Brand sprint scope$1,480.00
Tax (8.25%)$617.10
Discount−$517.70
Total paid$8,579.40
Stripe · ending 4242 Apr 14
Invoices

Invoices that stay consistent and auditable.

Draft invoices can be assembled and reviewed, but once billing is real, the record stays real. Sequential numbering, status transitions, and invoice-level payments keep finance and operations on the same page.

  • Draft, open, paid, partially paid, overdue, void, and uncollectible states
  • Sequential invoice numbering per team account
  • Partial payments and refunds update invoice balances directly
  • Payment terms, billing contacts, and tax details live with the account data
portal.avery.co Sam
Outstanding
$0.00
All paid
Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
Deal to billing

When a deal closes, billing can start immediately.

Cornerspot does not ask your team to recreate sold work after the fact. One-time line items become the first invoice, recurring items become subscriptions, and the account keeps the full history in one workflow.

  • Won deals can produce one consolidated first invoice for one-time work
  • Recurring deal items group into the subscriptions that should continue billing
  • Account, contact, and billing records stay linked from sale through payment
  • The same customer record powers invoicing, subscriptions, and portal visibility
Pipeline · Q4
New 1
Avery & Co. retainer
$24k
Qualified 2
Riverbend rebrand
$8.4k
Goldenrod website
$12k
Proposal 1
Northwind quarterly
$18k
Won 1
Brightleaf annual
$36k
The integration story

Billing that starts from the customer record, not a spreadsheet.

Cornerspot billing is part of the same operating system as your CRM, forms, signing, chat, and portal. That means less reconciliation work and fewer dropped handoffs after the sale.

Billing CRM

Closed deals can turn into subscriptions and first invoices without rekeying the customer or recreating the sold line items.

Billing Portal

Customers can view invoices, subscriptions, receipts, and payment methods from the same white-labelled portal you invite them into.

Billing Signing

Keep the signed agreement and the billing records attached to the same customer relationship instead of splitting the workflow across vendors.

Billing Forms

A request form becomes a lead, the lead becomes a deal, and the deal can become the recurring billing relationship when it closes.

Billing Live chat

Support and sales conversations can happen with the same customer context that already includes invoice and account details.

Why teams switch

“We stopped rebuilding sold work in QuickBooks and Stripe by hand. Cornerspot already knew what the customer bought, so billing just picked up where sales left off.”

Common questions

Billing questions, answered.

Still curious? Email hello@cornerspot.com — a real person reads these.

Can I bill one-time work and recurring work together?

Yes. Cornerspot supports invoice line items for one-time charges and subscription items for recurring charges, so both models can exist in the same account lifecycle.

Do subscriptions generate invoices automatically?

Yes. Active subscriptions generate invoices at the start of each billing period, and those invoices then move through the normal payment and status workflow.

Can I accept more than card payments?

Yes. Billing supports Stripe card payments, ACH-style payment recording, and manual ledger entries when a payment happens outside the processor.

Can customers manage billing from the portal?

Yes. Portal users can view invoices, subscriptions, receipts, payment methods, and pay from the same branded portal experience.

Can I use Billing without buying the whole platform?

Yes. Billing can be purchased on its own, but it becomes much more useful when deals, forms, contracts, and portal access live in the same account.

Bill the work. Keep the customer history in one place.

30 days free No credit card required Cancel anytime