Step-by-Step Walkthrough
See how easy it is to create invoices, let Scope-Kit follow up, and get paid without the awkward chase.
1. Create a Clean Invoice
Fill out a quick form with your client’s info, the amount, and terms. You can define split payments upfront or just bill the full amount.
2. Send a Payment Link
We generate a secure link your client can open on any device. They choose to pay by ACH or card — and see any split payments you’ve defined.
3. Let Automation Handle the Routine
From the invoice details page, you can see your complete follow-up timeline in action. Scope-Kit automatically handles reminders, late fees, and final notices based on your settings.
The only manual action you'll need is offering payment plans when appropriate - because that decision requires your personal judgment for each client situation.
4. Customize Your Follow-Up Rules
Scope-Kit automates reminders, late fees, and final notices for you. Use the Follow-Up Settings page to set when each message should go out and what it says — fully customizable for your workflow.
For sensitive situations, you maintain control: payment plans are offered manually from the Invoice Details page when you judge it appropriate for the specific client and circumstance.
Every step is optional and editable — you’re in control.
5. Track Everything in One Place
From your client dashboard, you can see who paid, who hasn’t, and what actions have been taken — all without digging through emails.
Want to Try It Yourself?
Create your first invoice in under 2 minutes — no credit card required.
Get Started Free Book a Demo