MERGED
00 · INVFeature · Invoices & credit notes

Move money
with a paper trail.

Issue, adjust, and reconcile invoices and credit notes on a surface your finance team can defend at audit and your operators can run during a customer call. No spreadsheet gymnastics. No email chains.

Open the app →Read manifesto →
01 · WHATWhat it is

Invoices are the receipt of trust.
Treat them like one.

Every invoice and credit note is a moment your customer remembers. They should be legible, accurate the first time, and traceable back to the commercial motion that caused them. Merged makes that the default instead of the heroic.

Cycle 03 · live

Invoice register

LIVE
Outstanding$94,205
Paid 30d$1.2M
Credits 30d$3,840
Failed 30d$1,210
Disputes open01
Variance$0
02 · INSIDEWhat's inside

The primitives.
Each one defensible.

We don’t ship features as bullet points. Each capability earns its place by replacing a tool, a script, or a meeting that exists in your stack today.

C·01

Issue with context

Every invoice links to its quote, its subscription, and its overrides. Nothing happens in isolation.

C·02

Credit notes that reconcile themselves

Issue a credit and the linked invoice updates. Finance sees the diff in their reconciliation view immediately.

C·03

Operator-grade adjustments

Apply a discount, swap a line item, change tax — all with audit trails and approval routing.

C·04

Variance surfacing

When the dial doesn't match Stripe, you find out in seconds, not on close day.

C·05

Dispute workflow

Customer disputed an invoice? The full context — quote, sub, prior credits — surfaces in one card.

C·06

Statement of account

Customer asks for a statement. You produce it in two clicks, signed, exportable, with a defensible audit trail.

03 · FLOWFrom issue to close

How it actually
moves through your team.

  1. 0101 · Issue

    Generate from sub or one-off.

    Recurring billing happens automatically. One-offs are a single operator action with full line-item control.

  2. 0202 · Send

    Customer receives a legible artifact.

    Branded, signed, and linked to your portal. Failed delivery surfaces immediately.

  3. 0303 · Adjust

    Credit, refund, or reissue.

    Operators handle adjustments in surface; finance approves consequential motions; the dial keeps the math.

  4. 0404 · Reconcile

    Match against Stripe in real time.

    Variance surfaces continuously. The number in your dial is the number in your books.

  5. 0505 · Dispute

    Handle escalations with full context.

    When a customer pushes back, you have the quote, the sub history, and the prior credits in one card.

  6. 0606 · Close

    Month-end is reading the dial.

    Aging, write-offs, and revenue recognition all flow from the same data. Variance is zero by default.

04 · DIFFSide-by-side

Before Merged.
After Merged.

We measure ourselves by the work we delete. Every row below is a tool, a script, or a meeting that no longer needs to exist.

Dimension
Stripe + spreadsheet + Slack
Merged Invoices
Credit issuance
Slack DM → Stripe admin → spreadsheet update.
▶One operator action with linked invoice and audit trail.
Variance discovery
Found at close, explained at the board meeting.
▶Surfaced in real time as drift = 0 or not.
Dispute response
Hunting through Stripe, Notion, and email.
▶One card with quote, sub, credits, and history.
Audit prep
Two weekend weeks per year.
▶One filtered query, exportable in seconds.
05 · FAQCommon questions

What buyers ask before signing.

Short, honest answers. The full answer lives inside the product.

01Can we customize invoice templates?
+
Yes. Branded templates, custom fields, multi-language, multi-currency. The legible default is the BR03 dial layout, but you own the look.
02How do credit notes interact with revenue recognition?
+
Credits adjust recognized revenue in the period they apply, with full provenance. Your accountant gets a clean trail.
03What about tax?
+
We integrate with Stripe Tax and Avalara out of the box. Custom tax engines on roadmap — talk to us about your stack.
04Can customers pay from the invoice link?
+
Yes. Customers see the invoice, see the payment options, and pay without an account.
06 · OPENTry this surface

Stop reconciling.
Start operating.

Wire your Stripe and watch your invoice surface collapse into a dial finance can read at a glance and operators can move money on without breaking your audit trail.
Open the app →Talk to us →