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PAYMENTS + INVOICING

Send The Invoice. Make Getting Paid Easier.

Keep invoices, payments and customer details connected instead of piecing everything together across different tools.

OBMHub gives your team one place to send invoices, collect payments and see what has or hasn't been paid.

OBMHub / Payments
PAYMENTS Invoices + Transactions
PAID $8,420
OUTSTANDING $2,180
INVOICES 18
Sarah Mitchell INV-1048
$1,250
James Carter INV-1049
$850 PENDING
Emily Parker INV-1050
$2,400
✓
Payment received $1,250 • Sarah Mitchell
FROM INVOICE TO PAID

Keep The Money Side Simple.

Give your team the tools to invoice, collect and track payments without turning billing into another admin headache.

01

Invoices

Create and send invoices without needing a separate invoicing system.

02

Payment Links

Give customers a simple way to pay from an invoice, message or page.

03

Line Items

Clearly show what customers are paying for with itemised invoices.

04

Flexible Payments

Support one-time and recurring payment structures where they fit your business.

05

Payment Tracking

See what's been paid and what is still outstanding without checking several systems.

06

Secure Checkout

Give customers a clear, professional payment experience when it's time to pay.

A CLEARER WAY TO GET PAID

From Invoice To Payment Without The Runaround.

Keep the process simple for your customer and visible for your team.

01
✎

Create The Invoice

Add the customer, line items and amount.

→
02
✉

Send It

Give them a clear invoice and way to pay.

→
03
✓

Get Paid

Payment stays connected to the right customer.

→
04
◎

Track It

See what's paid and what still needs attention.

FIT THE WAY YOU SELL

Give Customers A Clear Way To Pay.

Different offers need different payment setups.

Keep one-time purchases, recurring billing and payment collection connected to the same customer record.

  • ✓ One-time payments
  • ✓ Recurring payments
  • ✓ Payment links
  • ✓ Invoice-based payments
INVOICE $1,250.00 Sarah Mitchell
Strategy Session $1,250
ONE-TIME Simple Payment
RECURRING Ongoing Billing
PAYMENT OVERVIEW Transactions
THIS MONTH
COLLECTED $18,420 Paid
OUTSTANDING $3,250 Needs attention
TRANSACTIONS 42 This month
SM
Sarah Mitchell Invoice payment
$1,250
JC
James Carter Recurring payment
$450
EP
Emily Parker Invoice payment
$2,400
DATA AT A GLANCE

Know What's Paid. Know What Still Needs Attention.

Give your team a clearer view of money coming in without manually matching invoices and transactions.

Keep payment activity connected to the customer so everyone has better context when they follow up.

MAKE PAYMENT PART OF THE PROCESS

Keep The Payment Connected To The Customer Journey.

Payment shouldn't sit in a completely separate system from everything that happened before and after it.

01

Lead

Customer enters your system.

→
02

Sale

Offer or service is agreed.

→
03

Invoice

Payment request is sent.

→
04

Paid

Customer record updates.

→
05

Follow-Up

The next workflow can begin.

SEE BEHIND THE SCENES

See Payments + Invoicing Inside OBMHub.

Take a look at how invoices, payments and customer records work together inside the platform.

WATCH THE DEMO
YOU'RE NOT FIGURING IT OUT ALONE

The Tools Are There. So Is The Support.

Payments and invoicing sit inside the same OBMHub experience, with guidance when your team needs help.

01

Live Masterclasses

Learn how to put the platform to work.

02

Working Bees

Build alongside the team live.

03

Ask Chantal AI

Get guidance when you need it.

04

Personal Onboarding

Get walked through your setup.

05

Private Community

Ask questions alongside other owners.

06

Live Support

Real humans when something isn't working.

FROM INVOICE TO PAID

Make Getting Paid The Easy Part.

Keep invoices, payments and customer information connected, with the tools and support your team needs in one place.

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