Invoicing and finance
Invoices, subscriptions and a profit and loss that adds itself up
Invoicing in ClientOS settles itself off the payment that created the order, and the month adds up without a spreadsheet. Money goes straight to your own gateway accounts.
Sell, deliver and invoice from a portal on your own server.
What you get
7 things invoicing and finance does
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Numbering that reads in order
Invoices run INV-1001, INV-1002 in one sequence and credit notes have their own CN-1001 series. An issued invoice keeps its number forever — voiding it does not free the number.
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Pay links anyone can use
Share a link and the client pays without an account. Copy the pay link, download the PDF or send the invoice again from the invoice page.
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Partial payments, refunds and credit notes
Take part of an invoice now and the balance later, refund to card, PayPal or account credit, and issue credit notes. Overpayments become credit that is spent first next time.
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Subscriptions that bill themselves
Each renewal raises its own invoice and its own order. Card on file, retries on your dunning schedule, MRR, client self-service, and reminders for renewals and expiring cards.
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Profit and loss, month by month
Invoiced, credit notes, revenue, item costs, delivery expenses, gross and net profit, laid out by month. Every figure is per currency — nothing is silently converted.
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Expenses and margin by service
Log expenses with receipts, link them to orders, set recurring costs, and see which services actually earn their keep.
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Reports and CSV everywhere
Delivery reports with on-time rate by month, client and person; a monthly report written for every client; and CSV export of orders, invoices and expenses.
Where this comes from. Areas 07 (Billing) and 08 (Finance) of getclientos.com/features, read on 29 October 2026. Check any line of it against that section of getclientos.com/features or the official docs for this area. Nothing on this page adds a capability those pages do not state.
In the product
See it in ClientOS
Gapless invoice numbering, pay links, partial payments, credit notes and subscriptions that bill themselves — with profit and loss, expenses and margin by service.
Click through it in the instant demo
Either way
Runs on your own server
Every feature above runs inside one installation on a Linux VPS you control, on one domain of your own.
- Your database Clients, orders, messages, invoices and files live in your own PostgreSQL.
- One thing leaves it A license check-in twice a day: the signed license and the version you run.
- No per-seat charge Licensed per domain; every package states unlimited clients, staff and orders.
Keep exploring
The other feature areas
Store and checkout
Sell productized services from your own domain: a sales page per service, five pricing models, packages, add-ons, coupons and a checkout that only creates an order once payment clears.
Read moreOrders and delivery
Briefs, statuses, hand-overs, revisions and approvals that auto-close when a client goes quiet — plus a team task board that builds its own cards from orders and tickets.
Read moreWhite-label
Your domain, five logo slots and two brand colours that repaint the portal, admin, sign-in, emails and invoices. Rename the words clients read. Clients never see ClientOS.
Read moreMessages and help desk
A conversation per client and per order, team channels, priced offers accepted in chat, and a built-in help desk with first-response targets counted in your business hours.
Read moreLeads and growth
Capture leads from your website, work them through a pipeline with source and value, track short links and a funnel to paid, and reward the partners who send you work.
Read moreSelf-hosting
One A record, one command, and ClientOS runs on your own Linux VPS: Docker, PostgreSQL, file storage and automatic HTTPS. Update, back up and roll back with one command each.
Read moreSecurity and data
Clients, orders, invoices and files stay in your own PostgreSQL database. AES-256-GCM sealed keys, expiring signed file links, 2FA, 122 permissions and an audited read-only sign-in-as.
Read moreSee it working before you decide anything
The instant demo emails you a login to a live ClientOS — the full agency admin and client portal with sample data. Read-only, so you can click anything. Your login works for 3 days. No call, no card.