Make invoicing easier to act on
Send a structured payment request that keeps the service, amount and payment status easy for both teams to understand.
PAYFLO FOR PROFESSIONAL SERVICES
Spend less time chasing payments and more time serving clients.
Connect invoices, payment requests and settlement reporting so professional service firms can collect more clearly and reduce billing administration.
INDUSTRYPROFESSIONAL SERVICES
01Make invoicing easier to act on
02Give clients flexible payment paths
03Reduce finance admin
Give clients flexible payment paths
Use invoices, payment links or hosted checkout according to the way each engagement is billed and collected.
Reduce finance admin
Bring transaction and settlement activity into one view to reduce manual follow-up and report handling.
THE OPPORTUNITY
Spend more time on client work and less time chasing payments.
Professional service firms often manage deposits, milestones, retainers and final invoices across manual workflows. Clearer payment requests and status visibility can reduce billing administration.
Make payment requests easier to act on
Give clients a structured invoice or direct payment path with clear service and amount context.
Reduce manual follow-up
See what has been paid, declined, refunded or settled without checking multiple systems.
WHY PAYFLO
Connect invoicing, payment acceptance and settlement reporting.
PayFlo supports client-friendly collection journeys while giving delivery, operations and finance teams a consistent view of payment status.
Professional invoicing
Create a clear request for project, milestone or service-led collections.
Flexible collection paths
Use invoices, links or hosted checkout according to the engagement.
Less billing administration
Keep payment and settlement activity visible from request to bank credit.
PAYFLO OPERATING MODEL
Customer-facing payment experiences and operational visibility are provided through approved partner configurations. Processing, currencies and settlement availability depend on merchant approval and market scope.
USE CASES
Payment journeys for the way professional work is billed.
Support client collections across different engagement types without fragmenting the operational picture.
INVOICING01
Bill for projects and milestones
Send a structured payment request with clear commercial context.
Explore capabilityPAYMENT LINKS02
Collect deposits quickly
Give clients a direct route to pay before work or delivery begins.
Explore capabilityCHECKOUT03
Support self-serve services
Use a hosted journey for eligible standardised offers and services.
Explore capabilityFINANCE04
Follow request to settlement
Track payment outcomes and settlement activity in one operating view.
Explore capabilityWHO WE HELP
Modern collections for service-led businesses.
Match the payment request to the engagement model while keeping the billing record consistent.
Consulting firms
Invoice retainers, milestones and project work with clear commercial context.
Marketing and agencies
Collect deposits, campaign fees and recurring service invoices.
Legal and advisory
Support eligible retainers, fixed-fee and matter-led payment requests.
Technology services
Use checkout, links or invoices for implementations and managed services.
OPERATING MODEL
Move every engagement from invoice to settlement.
Give delivery, client service and finance teams a shared view of the collection journey.
01
Work agreed
The fee, milestone or retainer becomes a structured payment request.
02
Client pays
The client reviews and completes the appropriate payment path.
03
Status followed
Teams can see paid, declined, refunded and outstanding activity.
04
Books supported
Transaction and settlement records provide a cleaner handoff to finance.
PRACTICAL OUTCOMES
A clearer payment experience for customers and teams.
01Collect for any engagement
Support eligible fixed-fee, milestone, retainer and project-led payment journeys.
02Improve client experience
Make it easier for clients to review a request and move directly to payment.
03Close the loop
Follow an invoice from payment request through transaction outcome and settlement reporting.