Many commercial and lawyer-referred matters need an invoice after the session, not just a card charge at booking. Post-session commercial invoicing, branded PDFs, payment links, overdue chase, and the accountant portal are available on the Practice plan. Booking-time party fees via Stripe Connect and accounting sync when fees or invoices are paid are available on Solo and Practice.
Invoices alongside booking-time fees
Booking-time Stripe Connect payments still suit many private matters on any plan. On Practice, commercial workflows can add a post-session invoice with 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.
CaseInvoice records tied to the matter
Branded PDF generation
Secure payment links for parties
Hourly post-session invoice templates
Overdue chase and refund queue
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.
Automated overdue invoice reminders
AR aging visible on Financial insights
Refund queue with retry for failed card refunds
Goodwill and partial retain handling
Accounting sync when invoices clear
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.
Accountant read-only portal
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.
What changes for your practice
Post-session commercial billing without a separate invoicing tool
Branded PDFs and payment links parties can use from email
Overdue invoices chased automatically while you mediate
Accounting sync when invoices and session fees are paid
Mediation billing workflow
Neutly is mediation billing software for practices that invoice after session day as well as collecting booking-time fees. A typical commercial flow:
Create or confirm fee terms at booking and intake (deposits, splits, corporate payer).
Run the session; adjust line items if additional days or hourly units apply.
Issue a post-session invoice with branded PDF and secure payment link on Practice.
Track paid, overdue, and chased invoices on the matter and billings surfaces.
Sync paid receivables to QuickBooks Online, Xero, or MYOB when configured.
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.
Booking and scheduling
Hold and consent expiry when parties do not confirm in time
Waitlist auto-offer when a slot opens
Follow-on and retainer nudge reminders
Calendar busy sync and external write-back
Payments and invoicing
Partially-paid chase for outstanding session fees
Overdue commercial invoice reminders
Refund retry when card refunds fail
Monthly financial summary emails for administrators
Relationships and documents
CRM nurture follow-up tasks after matter close
Document upload digest notifications
Monthly relationship summary for practice principals
Confidential data purge when retention expires
Platform and integrations
Integration health monitoring and token refresh
Practice webhook delivery with retries
Trial expiry and subscription dunning
AI low-balance alerts and retention purge
Commercial invoicing questions
Can Neutly send invoices after the session?+
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.
How does invoicing relate to Stripe Connect booking fees?+
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.
Does Neutly chase overdue invoices automatically?+
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.
Can my accountant access financial data without a staff login?+
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.
Do paid invoices sync to Xero or QuickBooks?+
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.