The invoice belongs with the relationship.
Your team should be able to see what was agreed, what was sent and what still needs attention without rebuilding the story in a billing spreadsheet.
Platform/Payments
From the agreement to getting paid.
Create an estimate, send an invoice or share a payment link. Track the payment alongside the customer, including recurring invoices for ongoing work.
Spacebrain Payments
Spacebrain Payments brings estimates, invoices, recurring invoices, payment links, products, and transaction review into the customer workspace. Payment activity stays associated with the customer and related work, while reconciliation helps the team see which transactions are settled and which need attention.
Keep collections beside the customer.
Use one place for customer invoices, payment links, recurring invoices and the evidence behind a balance.
Start with the right commercial context
Create an invoice directly or receive it from supported Agreements and Memberships workflows with the configured terms and payer.
Explore the workflowChoose a supported collection path
Use payment links, recurring invoices or authorized payment records. Online collection requires a configured eligible merchant and provider.
Explore the workflowReview the balance and exceptions
Follow invoice status, payments, refunds and reconciliation in Payments. Orbit can read the context; money movement stays in its native controls.
Explore the workflowHOW IT WORKS
From a request
to a clear payment record.
Keep the customer, commercial terms and payment status together.
- 01
Create
Choose the customer, products, pricing, and terms. Build an estimate, invoice, recurring invoice, or payment link.
- 02
Send
Share the request through the customer workflow without copying contact or deal details into another system.
- 03
Track
Review transaction activity, payment status, and reconciliation from the same operating workspace.
- 04
Continue
Keep delivery, reminders, ownership, and reporting moving with the payment context attached.
One place to follow the payment.
Service businesses
Quote work, send the invoice, and keep delivery attached to the same customer.
Agencies
Standardize estimates, recurring invoices, and payment tracking across client workspaces.
Consultants
Turn approved proposals into invoices and keep follow-up tied to the engagement.
Recurring services
Manage ongoing invoices for retainers, memberships, and repeat services.
Events and webinars
Share a payment link and keep purchase activity beside registration and follow-up.
Sales teams
Connect the commercial request, transaction, CRM record, and next action.
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Questions & answers
Practical answers for planning the work.
What can I create in Spacebrain Payments?
Create estimates, invoices, recurring invoices, and payment links. You can also manage products, review transactions, and work through reconciliation.
Does Payments connect to the CRM?
Yes. Payment objects and activity can stay associated with the customer context, owner, and related work instead of living in a separate payment-only record.
Can I use it for recurring billing?
Spacebrain includes recurring invoices for ongoing services, retainers, memberships, and other repeat billing workflows.
How do I track payment activity?
Use Transactions to review payment activity and Reconciliation to identify what is settled and what still needs attention.
Can I reuse products and pricing?
Yes. Keep a product catalog for the offers and line items your team uses repeatedly, then add them to estimates, invoices, and payment links.
Which Spacebrain modules connect to Payments?
Payments is designed to work beside CRM, Forms, Funnels, Email, Automations, Tasks, and reporting so payment status can remain part of the customer workflow.
Can agencies use Payments across client workspaces?
Yes. Agencies can keep client workspaces separate while reusing a consistent payment and delivery process across accounts.