- Professional Services
Invoice, Bill, and Subscribe
Your Clients With One Stack
Built for consultants, agencies, freelancers, and service firms that bill on completion, by retainer, or on a subscription cadence.
Professional services don’t take walk-in payments — they bill clients. CloudPay Mobile handles every billing pattern: itemized invoices for project work, recurring subscriptions for retainers, payment links for deposits, virtual terminal for back-office charges, and card on file to make repeat billing instant.
Stop Stitching Together Three Tools
Most service firms run their billing across an invoicing tool, a recurring billing tool, and a payment processor — three subscriptions, three logins, three reconciliation surfaces. CloudPay Mobile collapses that. Invoices, subscriptions, payment links, and a virtual terminal all live in the same dashboard, charging the same merchant account, attached to the same customer records.
When you finish a project, send an invoice. When you start a retainer, set up a subscription. When you take a deposit, send a payment link. When the client wants to pay over the phone, run it through the virtual terminal. Same customer profile, same dashboard, same statement.
Every Billing Pattern Your Practice Uses
Itemized Invoices for Project Work
Auto-numbered invoices with line items, due dates, and email delivery. Customer pays from a hosted link, status updates in your dashboard the moment it clears.
Recurring Subscriptions for Retainers
Weekly, biweekly, monthly, quarterly, or yearly billing on saved cards. Set it up once, charge automatically, pause or cancel from the dashboard.
Payment Links for Deposits and Custom Charges
Send a secure link by email or SMS for deposits, custom charges, or one-off bills that don’t need a full invoice.
Virtual Terminal for Back-Office Billing
Process phone-order payments and manual charges from any browser. Same gateway, same dashboard as in-person sales.
Card on File for Returning Clients
Save the client’s card the first time. Future invoices and ad-hoc charges run against it without re-collection.
The Features That Matter
Most for Professional Services
Practice billing leans on these features more than any others.
→ Invoices
Itemized, auto-numbered, with email delivery and a hosted pay link. The default for project billing.
→ Subscriptions
Recurring billing on saved cards across five frequencies. Built for retainers and managed services.
→ Payment Links
Quick way to bill for deposits, one-offs, and anything that doesn’t need a full invoice.
→ Virtual Terminal
Browser-based payments for phone orders and manual back-office charges.
→ Card on File
Save cards for repeat clients. Skip card capture entirely on subsequent charges.
→ Customer Management
Client profiles with full billing history across all of the above.
One Stack for Every Way You Bill
Stop juggling tools. Run all your billing through one system that knows
the same client across all of them.
the same client across all of them.