Your Business. Simplified.

Your Business. Your Customers. Everything in One Place.

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

+ New Quote+ New Invoice

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

  • $1,000.00 payment recorded · Harbor Street Bakery
  • Quote Q-1018 approved · Maple & Oak
Sample data

What's new

New Tools. Less Busywork.

Recent additions to MB.Paynet, built around your everyday business records.

Products & Services

Save your items and prices, then reuse them on quotes and invoices. Add custom items whenever you need them.

A better document builder

Create structured quotes and invoices with discounts, fees and purchase order numbers. Preview your branded PDF before sending.

Date filters, sorting & CSV

Narrow invoices, quotes and payments by date, choose a sort order, and download the matching records as a CSV.

Revenue trends & comparisons

See collected revenue net of refunds for your selected dates, compare the previous period, and explore amounts on the chart.

Profit Estimator

Explore pricing, expenses and profit targets with calculators, charts and saved estimates—without bookkeeping.

AI Business Assistant

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 platform

Product preview

A Clearer Picture of Your Business.

See what is outstanding, keep customer information organized, and find your documents without searching through spreadsheets and email threads.

Business dashboardSample

Still owed

$6,240

Overdue

$1,180

  • Payment recorded · INV-2041Today
  • Quote Q-1018 approvedYesterday
  • Reminder drafted · INV-2033Mon
Customer managementSample

Harbor Street Bakery

orders@example.com · (555) 010-2200

3 quotes5 invoices4 documentsActivity
  1. Invoice INV-2041 paid
  2. Contract.pdf uploaded
  3. Quote Q-1018 approved
Invoice managementSample

INV-2041

Due Nov 14

Partly paid
Total$2,150.00
Paid$1,000.00
Still owed$1,150.00

Payment history

Oct 30 · Check$1,000.00
Jobs & proof of serviceSample

Kitchen faucet swap

Harbor Street Bakery · Today 9:00 AM

Scheduled
Before photo ✓After photo ✓Damage noteSignature

Photos are timestamped and location-stamped automatically.

Reports & insightsSample

Collected (30d)

$8,420

Expenses (30d)

$2,310

Revenue trends, comparisons, aging and CSV/PDF exports.

Documents & expiry remindersSample
  • Business licenseExpires Jan 12Reminder sent
  • InsuranceExpired Oct 2Needs renewal
  • City permitValid to Mar 30

You're emailed 30 days before a document expires, and again once it has. Quotes, invoices and receipts still file themselves here.

Text & email deliverySample

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

Everything You Need to Stay Organized.

Know Your Customers.

Keep customer contact details, documents, quotes, invoices, and activity organized in one place.

Professional Documents, Made Simple.

Create branded quotes and invoices that reflect your business and keep your paperwork organized.

Know What's Still Owed.

Track unpaid and overdue invoices so you can quickly see which payments need attention.

Make Following Up Easier.

Draft personalized payment reminders and keep a record of your follow-up activity.

Never Let Important Paperwork Lapse.

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.

Expiring soonemailed 30 days aheadExpiredemailed again once it lapsesValidnothing to doFilter by type & statuslicense, insurance, permit and more

Pricing packages

Choose the Right Fit for Your Business.

One workspace. Two packages. Pricing is per business, per month — and each package starts with a 14-day free trial.

Starter

$19.99USD / month

14-day free trial

The essentials for keeping money and records organized.

  • Customers and customer history
  • Quotes and invoices
  • Payment tracking and receipts
  • Business profile and PDF branding
  • Basic reports
Start 14-day free trial

Professional

Most Popular

$34.99USD / month

14-day free trial

More visibility and tools for a growing service business.

  • Everything in Starter
  • Business Overview and advanced reports
  • Revenue comparisons and extra charts
  • Profit Estimator and job cost tracking
  • Automatic payment reminder settings
  • Team roles and assigned worker jobs
Start 14-day free trial

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.

Starter and Professional feature comparison
FeatureStarterProfessional
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

Get Organized in Three Simple Steps.

  1. 1

    Set Up Your Business

    Create your account and add your business information.

  2. 2

    Manage Your Documents

    Organize customers, create quotes and invoices, and keep important records together.

  3. 3

    Track and Follow Up

    Review outstanding invoices and follow up with customers when payments are due.

Who it's for

Built for Businesses That Need Simplicity.

MB.Paynet helps business owners keep track of their customer relationships and invoice paperwork without unnecessary complexity.

  • Independent contractors
  • Consultants
  • Small service businesses
  • Freelancers
  • Local businesses
  • Small teams managing invoices

Security and trust

Your Business Records Matter.

Your customers, documents, and business records should be accessible only to the people authorized to see them.

Account sign-in

Your workspace is only available after you sign in to your account.

Businesses kept separate

Each business's customers, quotes and invoices are visible only to that business's members.

Private documents

Uploaded files and logos are stored privately and opened through short-lived links for members only.

Privacy

Your records are used to run your workspace. We don't sell your data or show it to other businesses.

FAQ

Frequently Asked Questions

What is MB.Paynet?

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.

Can I create quotes and invoices?

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.

Can I send invoices to customers?

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.

Can I track unpaid invoices?

Yes. Your dashboard shows what's still owed and what's overdue, and invoices update automatically as you record payments, including cash and check.

Can I manage multiple businesses?

Yes. You can create more than one business under the same account and switch between them. Each business's records stay separate.

Can customers pay invoices online?

Not yet. Online card and bank payment collection isn't available today. You can record payments you receive, and each one creates a receipt.

Will I be reminded when a document expires?

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.

How much does MB.Paynet cost?

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.

How do I get started?

Click Get Started, create your account, and add your business details. You can add your first customer right away.

Bring Your Business Records Together.

Start organizing your customers, quotes, and invoices in one place.

Get Started

Already have an account? Log in.