SMART INVOICING · GETTING PAID

The invoice
goes out.Now watch it
come back.

Making the invoice was never the hard part. The hard part is the sixteen quiet days after it leaves. CashFish gives those days a status, queues the reminders around the due date, and matches the deposit the moment it lands through a read-only bank or Stripe connection — so the receivables picture is current without anyone checking.

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Live statusesScheduled remindersPayment matchingReceivables board

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01The silence after send

Nobody struggles to make
an invoice. Everybody struggles
with the wait.

Four small moments, all of them familiar, none of them about the work you actually did.

days since sent

Sent, and then nothing.

The invoice left on the 1st. It's the 19th. The only thing that has changed since is how sure you are that you sent it.

drafts of the same nudge

The reminder you keep not writing

Too early reads as pushy. Too late and it's a write-off you're politely announcing. So the draft stays a draft, and the invoice stays open.

tabs to answer "paid?"

Is that deposit this invoice?

A transfer for $2,150 arrives from a name that isn't quite the client's. You open Sent, then the bank, then Sent again, to answer a yes-or-no question.

what the forecast assumes

The plan believes the due date

Every open invoice is counted as cash on the day it's due. When one slips, the picture doesn't say so. It simply stays wrong, quietly, for weeks.

None of this is invoicing. It's the waiting — and the waiting is exactly the part software should keep watch over while you get on with the next job.

02One invoice, six moves

What enters,
and what CashFish
does with it.

Follow #1047 from a blank form to a settled receivable. Each move below is something CashFish does on its own; the ones you decide are the amounts and the terms.

Invoices you send are read from Gmail, Outlook or any IMAP inbox, with 150 days of history imported at connection. Bank connections are read-only, across 12,000+ banks.

INVOICE #1047 · HARBOR & CO.LIVE

01The invoice takes shape

#1047 for Harbor & Co.: a brand refresh sprint at $1,800 and print setup at $350. Line items, total and terms come together in one form — $2,150, Net 14.

Brand refresh sprintfixed fee$1,800.00

Print setupone-time$350.00

Invoice #1047 · totalNet 14$2,150.00

02The client is already on file

Harbor & Co. exists as a contact because CRM Lite built the record from your email threads with them. Billing details land in the form instead of being dug out of an old message.

Harbor & Co.Contact from CRM LiteBuilt from past email activity

03The clock starts on send

Sent September 1, due September 15. From this moment #1047 carries a live status — sent, paid or overdue — instead of sitting in a folder until someone thinks to look.

Status: Sent · Sep 1Due Sep 15 · Net 14Awaiting payment

04Reminders line up on their own

A nudge three days before the due date, a notice on the day, a follow-up a week after. Each is scheduled now and goes only if the invoice is still open when its date arrives.

Gentle nudge3 days before due · Sep 12queued

Due-date noticeSep 15queued

Follow-up7 days overdue · Sep 22if unpaid

05The deposit shows itself

On September 17 a transfer matching $2,150.00 appears in the connected account — read-only bank and Stripe connections refresh every 5 minutes. #1047 flips to Paid on day 16, and the day-22 follow-up never leaves.

Deposit detectedFirst Harbor Bank · matches #1047+$2,150.00

Invoice #1047marked Paid · day 16Paid

06Receivables and cash flow settle

#1047 leaves the board, and the aging view redraws with what's genuinely still out. In the cash-flow estimate, $2,150 moves from expected to actual — one less guess, one more fact.

Current

$3,400

1–30 days late

$1,850+3d

30+ days late

03Days to paid

Five clients, one question:
how long until the money?

The receivables board keeps this for every invoice you send. Fastest to slowest, each against its own terms — and the one that has slipped, in amber, before it turns into a difficult email.

Bluepeak#1041 · $1,400 · NET 14

paid day 9 · five days inside Net 14

9days

Harbor & Co.#1047 · $2,150 · NET 14

paid day 16 · the due-date notice did its job, the follow-up never went

16days

Meridian Group#1039 · $3,600 · NET 30

paid day 22 · usually pays in the third week

22days

Atlas Advisory#1036 · $1,250 · NET 30

paid day 27 · a nudge went on day 27, the transfer landed that afternoon

27days

Northwind Media#1043 · $1,850 · NET 30

open · 3 days past Net 30 · reminder suggested while the tone is still friendly

33open

Follow-ups are suggested while a nudge is still friendly — three days past terms, not thirty. Northwind Media is at day 33; the reminder CashFish has queued reads like a courtesy, because it still is one.

paid inside termspaid, a little lateopen past termsdue date

04What's watching

Six things that happen
without you opening a tab.

Each one is small. Together they are the difference between knowing where the money is and hoping.

Live statuses on every invoice

Draft, sent, paid, overdue. "Did they pay?" becomes a glance at a label, not an excavation of the inbox.

DraftSentPaidOverdue

Terms set the clock

Net 14 or Net 30 is fixed when the invoice goes out, and every open invoice is watched against its own due date from then on.

SENTNET 14

day 6 of 14 · #1047

Reminders that know when to stop

Nudges queue around the due date and check the status before each one goes. Matched payment, cancelled sequence — no client chased for money that already arrived.

−3d · nudgesent
day 0 · noticesent
+7d · follow-upcancelled
PAID DAY 16 · QUEUE STOOD DOWN

Deposits matched to invoices

Read-only bank and Stripe connections spot the transfer that fits an open invoice and mark it paid. No statement, no manual reconciling.

Deposit · First Harbor Bank+$2,150.00

Invoice #1047 · Harbor & Co.$2,150.00

MATCHED · MARKED PAID

One receivables board

Everything owed to you, aged: current, late, how late. It stays current on its own as payments land.

Current

$3,400

1–30 late

$1,850+3d

30+ late

A line into the cash-flow estimate

Open invoices sit in the forward view as expected inflows with dates attached — always an estimate, so a slow payer shows its cost before it hurts.

ESTIMATE · NEXT 6 WKS+$5,250 EXPECTED

05For the record

Checked often. Counted honestly.

every 0 min

connected accounts checked for new deposits

$0M+

processed across CashFish businesses

0+ hrs

saved weekly by subscribers on money admin

Bank access is read-only and data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR). Any connection can be disconnected from settings at any time.

06Where the money arrives

However they pay,
the invoice hears about it.

Card, transfer, in person. Each connection reports the payment back to the invoice that raised it.

Stripe

Card payments matched to the invoices that raised them

Available

PayPal

Connected as a payment source, so what arrives there sits beside what's owed

Available

Square

In-person and online takings, visible next to the open invoices

Available

QuickBooks

Bring existing invoice history into CashFish

One-way import

Xero

The same one-way import for Xero ledgers

One-way import

Sent invoices are read from Gmail, Outlook and any IMAP inbox. QuickBooks and Xero import one way into CashFish; nothing is written back. Store integrations such as Stripe are part of Growth and above. Sell through Shopify? That integration is in private beta — request access and we'll let you know when it opens.

07Growth, and why

Every invoice you send
leaves with a status attached.

Document capture and invoice classification begin on Starter. The full loop — the receivables board and automatic payment matching through bank and Stripe connections — switches on with Growth. Free for four days on any plan; cancel before the trial ends and pay nothing.

$29/month billed yearly ($349) · or $39 monthly

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Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Before you send the next one

Fair questions.

No. CashFish never moves money. Your client pays the way they always have; the read-only bank or Stripe connection notices the deposit, matches it to the open invoice and updates the status. Visibility, not custody.