Features
Client payments and invoices with the right sales tax
Request payments from the file, with invoices and receipts created for you. Connect Stripe or Square, and keep what you charge.
Start 30-day trialStripe or Square
Under Settings → Payments, connect Stripe or Square, one at a time. Clients can pay when they book or from a payment link on their file.
Canadian sales tax on every invoice
Each payment creates its invoice and receipt with the right Canadian sales tax.
Split the bill
On a file, you can split the bill into named payments, each with its own pay link.
Reminders you don’t have to send
Overdue invoices send their own reminders, and unpaid invoices appear on your dashboard with the rest of what needs you today.
Common questions
What does Dossierly charge on client payments?
Nothing. Dossierly takes no cut of client payments. Stripe or Square charge their own fees.
Can clients pay in the portal?
Yes. Clients can pay what they owe from the client portal.
Start your 30-day trial
Set up your firm workspace in minutes and see whether it fits how you already practice.
The full product from the day you create your firm. No credit card.