Products & Services
Save your items and prices, then reuse them on quotes and invoices. Add custom items whenever you need them.
MB.PaynetYour Business. Simplified.
Create professional invoices, organize customer records, and see how your business is doing—with new reporting tools, a Products & Services library, and a Profit Estimator.
Spend less time tracking paperwork and more time running your business.
Good afternoon
Sample Business
Still owed
$6,240
Overdue
$1,180
Paid this month
$4,915
Recent invoices
INV-2041
Harbor Street Bakery
$2,150.00
Partly paid
INV-2039
Northline Design Co.
$860.00
Overdue
INV-2036
Maple & Oak Landscaping
$1,420.00
Paid
Recent activity
What's new
Recent additions to MB.Paynet, built around your everyday business records.
Save your items and prices, then reuse them on quotes and invoices. Add custom items whenever you need them.
Create structured quotes and invoices with discounts, fees and purchase order numbers. Preview your branded PDF before sending.
Narrow invoices, quotes and payments by date, choose a sort order, and download the matching records as a CSV.
See collected revenue net of refunds for your selected dates, compare the previous period, and explore amounts on the chart.
Explore pricing, expenses and profit targets with calculators, charts and saved estimates—without bookkeeping.
Ask questions about your authorized business records. Minimize the conversation and reopen it when you need it.
Also added: assigned jobs with before-and-after photos, business document expiration tracking with email reminders, and customer invoice rows that open directly.
See the platformProduct preview
See what is outstanding, keep customer information organized, and find your documents without searching through spreadsheets and email threads.
Still owed
$6,240
Overdue
$1,180
Harbor Street Bakery
orders@example.com · (555) 010-2200
INV-2041
Due Nov 14
Payment history
Kitchen faucet swap
Harbor Street Bakery · Today 9:00 AM
Photos are timestamped and location-stamped automatically.
Collected (30d)
$8,420
Expenses (30d)
$2,310
Revenue trends, comparisons, aging and CSV/PDF exports.
You're emailed 30 days before a document expires, and again once it has. Quotes, invoices and receipts still file themselves here.
Texted to customer
Your invoice INV-2041 is ready — view or pay: mb.pay/INV-2041
Automatic text reminder
First text 3 days after the due date, then every 7 days until it's paid.
Send quotes and invoices by text as well as email, and set reminders that repeat on your schedule until the invoice is paid.
Being set up — texting isn't live yet
All previews use made-up sample data — not real customers or businesses.
Features
Keep customer contact details, documents, quotes, invoices, and activity organized in one place.
Create branded quotes and invoices that reflect your business and keep your paperwork organized.
Track unpaid and overdue invoices so you can quickly see which payments need attention.
Draft personalized payment reminders and keep a record of your follow-up activity.
Give business licenses, insurance policies, permits, certifications and contracts an issue date and an expiration date. MB.Paynet emails the business owner and admins 30 days before a document expires, and again once it has expired — one email each, never a daily repeat. Expiring and expired files also show up in your notifications, so you can upload the renewed copy in its place.
Pricing packages
One workspace. Two packages. Pricing is per business, per month — and each package starts with a 14-day free trial.
$19.99USD / month
14-day free trial
The essentials for keeping money and records organized.
$34.99USD / month
14-day free trial
More visibility and tools for a growing service business.
QuickBooks records — both packages
Bring your customers, quotes and invoices over from QuickBooks. This connection is still being built, so it isn't available in either package yet.
| Feature | Starter | Professional |
|---|---|---|
| 14-day free trial | ||
| Customers and customer history | ||
| Quotes and invoices with PDF branding | ||
| Products & Services catalog | ||
| Payment tracking, refunds and receipts | ||
| Documents and expiration tracking | ||
| Expenses and basic reports | ||
| Business Overview and Financial Insights | — | |
| Revenue comparisons and extra charts | — | |
| Profit Estimator | — | |
| Jobs, job costs and worker job screen | — | |
| Team roles and permissions | — | |
| Automatic payment reminders | — |
Card checkout isn't connected yet, so no payment details are needed — every new business starts with a 14-day free trial and can pick either package in Settings.
Email delivery requires sender setup. Online card and bank payments, and text alerts, are not available yet.
How it works
Create your account and add your business information.
Organize customers, create quotes and invoices, and keep important records together.
Review outstanding invoices and follow up with customers when payments are due.
Who it's for
MB.Paynet helps business owners keep track of their customer relationships and invoice paperwork without unnecessary complexity.
Security and trust
Your customers, documents, and business records should be accessible only to the people authorized to see them.
Your workspace is only available after you sign in to your account.
Each business's customers, quotes and invoices are visible only to that business's members.
Uploaded files and logos are stored privately and opened through short-lived links for members only.
Your records are used to run your workspace. We don't sell your data or show it to other businesses.
FAQ
MB.Paynet is a simple workspace that helps businesses organize customers, create quotes and invoices, and keep track of what's paid, unpaid and overdue — without bookkeeping.
Yes. Add line items, tax and discounts, and MB.Paynet works out the totals. Customers can approve quotes, approved quotes can be turned into invoices, and both can be downloaded as branded PDFs with your logo and font.
Sending quotes and invoices by email with the PDF attached is built in, and every attempt is logged. Email delivery is still being finalized, so for now you may also want to download the PDF and send it yourself.
Yes. Your dashboard shows what's still owed and what's overdue, and invoices update automatically as you record payments, including cash and check.
Yes. You can create more than one business under the same account and switch between them. Each business's records stay separate.
Not yet. Online card and bank payment collection isn't available today. You can record payments you receive, and each one creates a receipt.
Yes. Add an expiration date to business paperwork such as a license, insurance policy or permit, and you'll get an email 30 days before it expires and another once it has expired, plus a reminder in your notifications. You can also filter your files by document type and by whether they're valid, expiring soon or expired.
The planned packages are Starter at $19.99 USD per business per month and Professional at $34.99 USD per business per month. Each package starts with a 14-day free trial. Card checkout isn't connected yet.
Click Get Started, create your account, and add your business details. You can add your first customer right away.
Start organizing your customers, quotes, and invoices in one place.
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