Send client invoices
Prepare invoices with the customer and work in context. Keep the commercial details close to the people and projects they belong to.
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The next step after good work
OptimusDesk CashflowKeep the work and the money connected.
Create client invoices, accept online payments through a connected Stripe account when configured, add Zelle payment instructions for manual confirmation and sync customer, invoice and recorded-payment data with QuickBooks Online bookkeeping.
I’m Pip,your personal, interactive partner.
No credit card needed to explore.
Invoice, collect, record and sync without losing the customer and job context.
What you can do
A better handle on what is due.
Finishing the work is only part of running a business. Cashflow keeps invoices, payment records and customer balances together, with clear boundaries between payment collection and bookkeeping.
Collect online with Stripe
When Stripe is connected and configured for your environment, customers can use its hosted online checkout. Stripe processing fees and account terms remain separate.
Offer Zelle instructions
Save the Zelle email or phone number and the reference customers should use, then add those instructions to an invoice. Zelle receipts are confirmed manually; an invoice note does not verify payment.
Sync QuickBooks Online bookkeeping
Export customers, invoices and recorded payments, compare balances and review supported reports. This is bookkeeping sync, not QuickBooks Payments, and it never charges a customer.
Record payments received elsewhere
Record Zelle, cash, check, bank-transfer and other offline payments only after you confirm the money was received.
Review balances and collections
See what has been paid and what remains open, with the customer and delivered-work context available for follow-up.
A simpler working day
Close the loop on every job.
A finished installation, coaching session or client project can move into a clear invoice, collection and bookkeeping trail.
Prepare the invoice
Bring the customer and agreed work into the billing step, including saved Zelle instructions when appropriate.
Collect or confirm payment
Use configured Stripe checkout, or manually confirm a Zelle or other offline payment after it reaches you.
Sync and review
Optionally export supported records to QuickBooks Online, then review balances and payment history in OptimusDesk.
Built around real businesses
For businesses that want fewer loose ends.
Keep track of one-off jobs, client services and project-based work without separating the customer relationship from the invoice. Cashflow helps you see the next payment action clearly.
Good questions
A little more about Cashflow.
Does the QuickBooks integration include QuickBooks Payments?
No. The current integration connects QuickBooks Online for supported bookkeeping exports, balance comparisons and reports. QuickBooks Payments is a separate Intuit merchant product that requires its own approval and API access, and it is not advertised as active in OptimusDesk.
Which payment methods can I use?
Configured Stripe provides online checkout. Zelle, cash, check, bank transfer and other offline methods are recorded manually after you confirm receipt.
Can my Zelle details appear on an invoice?
Yes. You can save Zelle instructions and choose to include them on an invoice. The note tells the customer how to pay; you still confirm the payment manually after it arrives.
Is Stripe live automatically?
No. Stripe checkout depends on a connected account and the environment being configured and verified. OptimusDesk does not present sandbox setup as live readiness.
Is this a full accounting package?
Cashflow focuses on client invoices, payments, balances, collection reports and supported QuickBooks Online bookkeeping sync. It is not a replacement for bookkeeping, payroll or tax software.
One connected workspace
Make room for what comes next.
Keep the next payment step in sight.
Explore how invoices, payment options and bookkeeping records stay connected to the customer and work.