Front office
Invoices sent. Overdue accounts chased. Money in. Without you.
$1,997/mo+ $1,997 one-time setup · Payments + AR included · more automations +$500/mo each, never above $4,997/mo total
Every invoice generated and sent from your appointment and quote data with a Stripe or Square payment link, then overdue accounts chased automatically until they pay. Your payment records stay export-ready for your bookkeeper; the QuickBooks connector is in beta.
What this module does
What shows up in week one.
01
Invoicing + text-to-pay
Invoices are created from your appointment and quote data — a single amount with a Stripe or Square payment link — then delivered by email and text so the customer pays in 2 taps. Overdue accounts get chased automatically from there.
02
Automated overdue follow-up
Overdue invoices get a timed SMS reminder cadence (3, 7, 14 days) in your voice with the payment link re-attached, until they pay or you step in. Voice collections calls are rolling out on top of this — SMS follow-up is live today.
03
Books-ready payment records
Every payment record stays clean and export-ready for your bookkeeper. The QuickBooks connector is in beta (we set it up with you where it fits); Xero and others get built as clients need them — we say which is which before you pay.
04
Cashflow forecasting (rolling out)
A weekly forecast from your invoice pipeline and historical collection rates, short enough to read in under a minute. Rolling out — we'll tell you when it's on for your account, not before.
How it works
You connect Stripe or Square in one click during onboarding. Morthn generates invoices, sends payment links by SMS + email, and runs a timed reminder cadence on anything overdue. Payment records stay export-ready for your bookkeeper; the QuickBooks connector is in beta and we set it up together where it fits. Other processors get a native connector built as part of onboarding — no third-party middleware, no logins handed to us. Voice collections calls (FDCPA/TCPA-compliant, payment-plan-first) are rolling out on top of the live SMS follow-up.
Integrates with
Compliance + guardrails
Collections calls operate inside FDCPA + TCPA bounds — no calls outside 8am-9pm local, no contact after a "stop calling" request, no false claims about legal action. Customer can opt out of automated calls and request a human in one SMS reply. Maximum 3 contact attempts per 30-day cycle. Every script reviewed for compliance during onboarding.
The price
$1,997/mo + $1,997 one-time setup — Payments + AR is your included first automation.
Each additional automation is +$500/mo, and the total never passes $4,997/mo — past that point, everything we run is included. Included with any plan. No long-term contract.
FAQ
Common questions about Payments + AR.
Can it take payments on the phone?
No — never card data over voice (PCI risk). The collections caller offers to send a Stripe payment link by SMS during the call. Most customers prefer it — they pay in 90 seconds while it stays on the line confirming.
Does it work for businesses that bill on retainers / subscriptions?
Yes. Recurring billing runs on Stripe Subscriptions (if you use Square or another processor, we build the native connector for you). Dunning reminders for failed renewals run automatically (up to 3 attempts), then escalate to you if dunning fails.
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Module 3 of 22 in the Morthn operating layer · See all 22