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Documentation / Run the work

Invoices & payments

Keep quotes, invoices and payment records connected to your clients.

Prepare the document

Create a quote or invoice against the correct client. Review line items, tax information and totals before moving it out of draft.

Connect your payment gateway

Rokn supports connecting your own Stripe keys for client payments. Payments go through your connected account; payment-provider fees still apply.

Follow the money

Use invoice statuses and payment records to see what is outstanding. Expenses and time tracking help you understand the work alongside the revenue.