Quotes, invoices & subscriptions
Create one-time or recurring invoices, keep customers synchronized, and turn approved quotes into payments.
- Quotes and estimates
- Recurring billing
- Invoice history
Kaizen brings invoicing, online and in-person payments, follow-up, calling, collections, and recovery into one connected system.
Start with payments. Add automation, communications, and recovery as your business grows—without stitching together another system.
Create one-time or recurring invoices, keep customers synchronized, and turn approved quotes into payments.
Accept payments online, through links and APIs, or face-to-face with Kaizen POS—connected directly to merchant processing.

Keep receivables moving with automated reminders, flexible payment plans, and status-aware workflows.
Give teams a full calling workspace, then use intelligent voice automation to expand reach without losing account context.

Upload unpaid invoices for servicing by Kaizen or our agency network when internal follow-up is no longer enough.

A purpose-built operating system for first- and third-party collection teams to automate recovery workflows at scale.

Every quote, invoice, payment, message, call, and recovery action stays attached to one customer record.
Run invoices, POS, reminders, and collections from one workspace.
Connect payment activity, follow-up, and customer context.
Orchestrate accounts, outreach, workflows, and performance.
Start with payment processing. Add automation and recovery as you grow.