Invoices and recurring subscriptions
Run one-off invoices or recurring subscriptions with proration, add-ons and automatic retries, all from one dashboard with live MRR, ARR and forecast.
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QuickBooks FreshBooks PandaDoc Bonsai
Billing & money
Get paid without the patchwork
One money engine for the whole client relationship. Send branded contracts clients e-sign on their projects, draft proposals with AI estimates, run one-off invoices and recurring subscriptions, and let clients keep a card on file so every cycle is charged automatically through Stripe or PayPal. Contracts, proposals, invoices and receipts are all branded as yours.
Replaces
QuickBooks FreshBooks PandaDoc Bonsai Billing
Invoice and subscribe your clients through Stripe or PayPal.
Import from Stripe New subscription
MRR
$0
ARR
$0
Outstanding
$0
Overdue
$0
Renewals (30d)
$0
Forecast (mo)
$0
Invoices Subscriptions
InvoiceClientTotalStatus
LS-2042Stripe
Maple & Co $1,480 sent
LS-2041Stripe
Harbor & Vine $2,400 paid
LS-2040Stripe
Fern & Oak $900 paid
LS-2039Stripe
Bright Bakehouse $1,800 paid
PlanClientAmountStatus
Website care — Pro
renews Jul 6
active
Hosting — Growth
renews Jul 12
active
SEO retainer
renews Oct 29
active
Website care — Lite
renews Jul 2
past_due
Auto-billing on — recurring invoices generate and charge on schedule via Stripe & PayPal.
Billing & money
Branded contracts, signed by clients
Send a branded contract to a client on their project. They e-sign right in the portal, and it tracks from sent to signed with the signature on file.
Maple & Co — Care Plan
Service Agreement · sent to client
LLumen Studio Contract
Client signature
Avery Booker · signed just now · verified
Monthly
$199
Total
$2,388
Collected
$0
Remaining
$2,388
0 of 12 monthly invoices paid · tracked against the contract
Billing & money
Proposals with AI estimates
Describe the work and AI drafts the line items. Send it to a client, a lead or someone else entirely — accepting turns it straight into billing.
New proposal×
Send to
Client Lead Someone else
Title
Maple & Co — website redesign
DescriptionQtyAmount
5-page WordPress site 1 $3,200
On-page SEO setup 1 $850
Copywriting (5 pages) 5 $600
Launch + handover 1 $400
Total$0
Cancel Send proposal
Billing & money
Client wallet, charged automatically
Clients save a card on file in their portal wallet, so recurring invoices are charged on schedule via Stripe or PayPal. No invoices to chase.
LMaple & Co · client wallet
portal.lumenstudio.co Card on file
Visa Default
•••• •••• •••• 4242
A. BOOKER09 / 28
Website care — Pro
Recurring invoice LS-2042 · due today
Due today — auto-charge scheduled
Charging card on file via Stripe…
Paid automatically · receipt emailed
No invoice to chase. The card on file is charged on schedule via Stripe or PayPal, every cycle.
Billing & money
Templates applied automatically
Save reusable contract bodies with merge variables. They fill from the client and project and export as your branded, ready-to-sign PDF.
New contract×
Template
Retainer — standard applied
Service AgreementNDARetainerSOW
Content / terms
Between Lumen Studio and {{client_name}}.
Fee {{monthly_fee}} / mo · term {{term}}
Starts {{start_date}}, billed automatically.
Merge variables fill from the client & project.
LLumen
Branded contract PDF ready
Your logo, accent & footer · sent to client to e-sign
And more
Everything billing & money should do
Stripe and PayPal built in
Connect your own Stripe and PayPal accounts and take card or PayPal payments out of the box, with payouts going straight to you.
Track value over the contract life
Every contract shows monthly, total, collected and remaining, with linked invoices drawing it down as they are paid.
Frequently asked
- Do I need a separate Stripe Billing subscription?
- No. ProjEvo handles the subscription logic, proration and add-ons. You connect your own Stripe and PayPal accounts and keep your processing rates.
- Are contracts and invoices branded to my business?
- Yes. Contracts, proposals, invoices, receipts, the e-sign PDFs and transactional email all carry your branding, logo and accent — not ProjEvo’s.
- Can clients pay automatically?
- Yes. Clients save a card in their portal wallet and recurring invoices are charged on schedule via Stripe or PayPal, so you are not chasing payments each cycle.
- Who can I send a proposal to?
- A client, a lead, or someone else entirely. They are emailed a branded proposal, and when they accept it converts into a contract or invoice.
Explore more of the platform
Projects & delivery
Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.
Support desk
A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.
LaunchPad staging
Private, branded staging environments for any stack — static, PHP, MySQL/Postgres, Laravel + Vue and WordPress — spun up automatically, kept behind a branded auth gate, on your own domain. Available as an add-on.