The whole billing workflow, in one tidy tool
Quote it, book it, do it, bill it, chase it — Palto carries the job from first message to paid receipt, with a lot less admin in between.
Build a clean invoice in seconds
Tap your saved items, watch the total add up, and send a tidy, professional invoice on the spot. Need to price a job first? Send a quote and turn the accepted one into an invoice with a tap — no re-typing.
- Saved item menu — build any invoice from taps, not typing
- Quotes that convert straight into invoices
- VAT, totals and your branding handled automatically
Invoice #1042
For Ayesha Moodley
Today
TuesdayBook the job — the invoice writes itself
Add the booking to your day, do the work, and let the completed job turn into a draft invoice automatically. One capture, not two — nothing slips through between appointments.
- A clear day view of every booking
- Completed jobs become draft invoices on their own
- No double capture, no end-of-day paperwork pile
Put your regulars on autopilot
Monthly livery, a standing wash slot, an ongoing care plan — set the amount and the cycle once, and Palto raises the invoice every period and sends it for you. Predictable income, zero reminders to yourself.
- Set the amount and cycle once — weekly, monthly, your call
- Invoices raised and delivered automatically each period
- Pause, change or stop a plan whenever you need
Stable livery — Storm
Monthly · auto-send on the 1st
Hi Sam — a friendly reminder that invoice #1042 (R 720.00) is due Friday.
Sorted, just paid 👍
Polite nudges that get you paid
Overdue accounts get a gentle, automatic reminder on WhatsApp — the kind of nudge you keep meaning to send but never quite get to. No awkward phone calls, no chasing spreadsheet.
- Automatic follow-ups on a schedule you set
- Friendly, on-brand wording — never pushy
- Stops the moment an invoice is paid
Delivered where it actually gets read
Your invoice lands in the thread your client already reads — not a forgotten inbox. One tap opens it, your banking details are right there to pay by EFT, and their reply drops straight back into the chat.
- Invoices and quotes delivered straight to the chat
- Your banking details on every invoice for a quick EFT
- Queries, replies and proof of payment in one place
of WhatsApp messages get opened.
That is why a billing message in the chat beats one buried in an inbox — and why Palto makes WhatsApp the default, not an afterthought.
Know every client & animal
Every client carries their own list of animals, jobs and invoices. Pull up the full history in a tap — what you did, what you charged, what they like, and what is still owing.
- A profile per client, with the animals in their care
- Past jobs, invoices and payments on one timeline
- Outstanding balances visible at a glance
Ayesha Moodley
3 animals · R 0.00 owing
This month
+18%Invoiced
R 42,180
Collected
R 38,640
See where the money is — and isn’t
Clear, simple numbers tell you what you invoiced, what you collected and what is still outstanding — so you always know how the business is really doing, without a spreadsheet night.
- Invoiced vs. collected at a glance
- Outstanding balances by client
- Trends over time, no spreadsheet required
Bring your client list with you
Switching in should not mean starting from a blank screen. Upload any spreadsheet — a CSV or Excel export from wherever you bill today — and Palto’s AI reads the columns, maps them for you, and shows you a preview before anything saves. Your clients and their subjects land in minutes.
- Upload any CSV or Excel — Palto’s AI maps the columns for you
- Clients and their subjects — animals, properties, vehicles — imported together
- Preview every row before it saves — no formatting rules, no setup fees
clients.xlsx
128 rows detected
Every feature, free to try today
Set up in minutes and send your first invoice on WhatsApp before the kettle boils.
First 30 days free on Pro — everything included, no card. Then free for 20 invoices/mo.