How it works
How MetroPay works
Four steps take a new workspace from an empty customer list to a recorded payment. Here is what happens at each one, and what MetroPay does for you in between.
The four steps
Four steps to your first payment
A name and an email is enough for the first step. Each step unlocks the next, and the dashboard tells you which one you are on.
Add your first customer
Someone to bill. A name and an email address is enough; the rest can wait.
Customer list: illustrative example. Northline Studio is a fictional business; none of these figures are real. Save an item or service
A price you reuse, so invoice lines take one click instead of retyping.
Invoice composer: illustrative example. Northline Studio is a fictional business; none of these figures are real. Send your first invoice
MetroPay emails it and gives your customer a link to pay. You see it in your list the moment it goes out.
Invoice list: illustrative example. Northline Studio is a fictional business; none of these figures are real. Record the first payment
Then the dashboard becomes your cash view: what you are owed, and how late it is.
Receivables: illustrative example. Northline Studio is a fictional business; none of these figures are real.
Branding
Your name on every document, and on the address bar if you want it
Upload a logo and a wordmark once and every template, email and public page uses them. When you want the public invoice and payment pages on your own subdomain, add the hostname in Settings, publish the two DNS records it shows you, and verify.
- Seven PDF templates that share one set of brand assets
- A custom domain per workspace, opt-in, with the certificate handled for you
- Until then, public pages are served from MetroPay and work the same way
Payment links
One link to pay, with or without an invoice
Every invoice you send carries a link to its public page. You can also create a standalone payment link for a deposit or a one-off amount, with an optional expiry date, and send it wherever the conversation is happening.
- Card payments through your own Stripe or SSLCommerz account
- Pay in full or in part, with a minimum you set for the workspace
- Bank transfer details on the same page, and a way for the customer to say the money has been sent
Reminders
Follow-up you set once and can switch off
Choose when reminders go: before the due date, on it, and after it. Reminders are off until an owner turns them on, a customer who asks not to be reminded is left alone, and an invoice with a pending payment claim is held until you have checked it.
- Before, on and after the due date, each rule on its own switch
- Never for drafts, void, written-off or paid invoices
- Every reminder is logged, so you can see exactly what a customer received
Reporting
What you are owed, and how late it is
Once the first payment is recorded the dashboard becomes a cash view: outstanding balances by how overdue they are, and the invoices that need a nudge. Four reports sit behind it for the questions an accountant asks.
- Receivables aging, sales by customer, sales by item and payments received
- Figures held in your base currency at the rate on the day, never re-converted
- Every member of the workspace sees the same numbers
Questions about getting started
Take the four steps with your own customer
Free to use today, with no card on file. The first invoice takes one sitting, and the workspace tells you what to do next.