Commercial invoicing
Collect fees at booking via Stripe Connect, then issue commercial invoices after the session — hourly post-session templates, branded PDFs, secure payment links, overdue reminders, and accounting sync when invoices are paid.
Many commercial and lawyer-referred matters need an invoice after the session — not just a card charge at booking. Neutly adds a full invoicing layer on top of party-fee collection, with templates, PDF export, and automated overdue chase.
Booking-time Stripe Connect payments still suit many private matters. Commercial workflows often need a post-session invoice — hourly rates, additional session days, or corporate payers. Create invoices from the matter record, send branded PDFs, and include secure payment links parties can use without logging in.
Overdue invoice reminders run automatically in the background — with staff visibility on the billings surface. Refund management stays on the same ledger: cancel refunds, goodwill adjustments, and a retry worker when card refunds need another attempt.
When party fees or invoices are marked paid, push line items to QuickBooks Online, Xero, or MYOB in your practice currency — on Solo, Practice, Duo, and Panel. Reduces double entry alongside Stripe Connect payouts. Platform subscription billing stays separate from party revenue.
Share a tokenised accountant portal for external bookkeepers — read-only access to financial insights, AR aging, and optional AI period narratives when your practice enables staff-only AI. No shared staff login required.
Background automation
Neutly includes background workers for the admin you would otherwise chase manually — from waitlist offers and hold expiry to invoice overdue reminders and integration health checks.
Yes — on Practice. Create post-session invoices from the matter record, send branded PDFs, and include secure payment links. Hourly post-session templates suit commercial and lawyer-referred matters that bill after session day.
Booking-time card payments via Stripe Connect still suit many private matters. Commercial workflows often need a post-session invoice instead — or in addition. Both sit on the same matter record with AR aging on Financial insights.
Yes. Overdue invoice reminders run in the background. Staff see outstanding invoices on the billings surface and Financial insights AR aging — without manual spreadsheet tracking.
Yes — on Practice. Share a tokenised accountant portal for read-only access to financial insights, AR aging, and optional AI period narratives when your practice enables staff-only AI.
Yes — on every platform plan. When party fees or invoices are marked paid, line items can push to QuickBooks Online, Xero, or MYOB in your practice currency, reducing double entry alongside Stripe Connect payouts.
Start a 14-day trial on Solo, or book a 30-minute walkthrough with a live workspace. See booking, intake, payments, matter prep, and optional staff-only AI — family matters, commercial referrals, fee arrangements, and multi-mediator practices welcome.