Billing connected to delivery
Keep invoice preparation close to the client and work it represents, helping teammates confirm context before an invoice is sent or a payment question is answered.
What you can do
Run client billing from your workspace with reusable settings, invoice delivery, payment tracking, and retainers.
Flexible payment and accounting connections
Use Kato on its own or connect supported providers such as Stripe and QuickBooks when the workspace needs hosted payment collection or accounting synchronization.
Retainer visibility
Manage recurring client arrangements from the same workspace so account teams can understand billing status alongside the work planned for the engagement.
Connect Invoices
Enable Invoices for the workspace, then open Invoices from the sidebar. Connect Stripe or QuickBooks when you want hosted payments or accounting sync.
- 01Enable Invoices for the workspace.
- 02Open Invoices from the sidebar.
- 03Optionally connect Stripe or QuickBooks for payments and accounting.
Made for your workflow
Project-based invoicing
Create an invoice for a completed milestone, verify client and line-item details, deliver it, and monitor payment status without losing the related project context.
Recurring client retainers
Keep retainer terms and billing activity available to account owners who also need to plan the ongoing work covered by the relationship.
Accounting handoff
Connect QuickBooks when sent invoices and payment updates should also appear in the books while Kato remains the operational source for client billing.
Common questions
Is Invoices built into Kato?
Yes. Invoices is a native workspace app. Payment and accounting integrations are optional additions for teams that want connected Stripe or QuickBooks workflows.
Can Kato track whether an invoice was paid?
Yes. Invoice status and payment activity stay with the invoice. Connected providers can add their supported payment or accounting updates to that workflow.
Can a workspace manage retainers too?
Yes. The billing experience includes retainers so recurring client arrangements can stay visible beside invoices and the ongoing work delivered for the account.
Last updated Aug 8, 2026
