TwoCards

You’ve finished the work—now get paid without juggling spreadsheets or chasing emails. Start by setting up TwoCards with your branding: upload a logo, choose a clean layout, and add your business details. Import contacts from a CSV or add a client on the fly. When a new project lands, create a price estimate with items, quantities, and taxes. Send it as a shareable link; once your client approves, convert the estimate to a bill instantly. If you prefer to jump straight to billing, pick a template, add line items, and hit send—TwoCards handles the rest.

Collecting funds is straightforward. Turn on the payment methods you want to offer—cards, PayPal, and Stripe are supported—and charge in multiple currencies for international work. Clients open a secure, branded page where they can review the breakdown, download a PDF, and pay with saved details. Meeting on-site? Take payment from your phone and capture cash, bank transfer, or POS entries so everything reconciles in one place. Taxes are calculated automatically based on the region you choose. If a due date passes, scheduled reminders nudge the client; if a card fails, TwoCards retries and notifies the customer so you don’t have to. Use the activity timeline and archive to filter by status, find past bills, and export records for your accountant.

For ongoing services, put billing on autopilot. Set weekly or monthly cycles, store a customer’s card securely, and let TwoCards send receipts when charges clear. Running projects with phases? Attach invoices to milestones, record project expenses, and see profitability by client. If you bill by the hour, set role-based rates and turn approved time entries into line items with one action. Need contingency-based billing? Hold the draft until the trigger is met, then dispatch it with a click. For retainers, mix recurring charges with ad-hoc items and keep it all in a single thread so your cash flow stays predictable.

Everyday workflows are optimized for real work. A copywriter can send a deposit request, convert to a final bill when the article is delivered, and accept payment from overseas in the client’s currency. A designer can issue a proposal, take a 50% upfront payment on mobile, and bill the remainder at handoff. A developer can package maintenance into a subscription while invoicing one-off fixes separately. Agencies can segment contacts, batch-send polite nudges, and use the client page to let customers view order history and update payment info themselves. The dashboard keeps upcoming charges, overdue items, and open quotes in view so you always know what to do next.