Automation3 min read

How to Automate Your Bookings, Invoices and Client Emails (Even If You’re Not Techy)

Let clients book themselves, receive an invoice with a payment link, and hear from your own business email. Here’s the setup in plain steps.

FThe Flowpera Team

Keep reading

Invoice and Payment Reminder

How to Send Invoices and Payment Reminders From Your Own Domain Email (Free to Start)

Send invoices and automatic payment reminders from your own domain email, not a generic address. Here's how to set it up with Flowpera.

Read the post
Payment Reminder

Automatic Payment Reminder Software: How to Stop Chasing Invoices by Hand

Chasing unpaid invoices eats hours you don't have. See what automatic payment reminder software actually does — and where Flowpera fits in.

Read the post
Products & Payments

Sell online without building a website: storefront, payments and automatic invoices

Build a catalog, publish a shop, take card payments through your own Stripe account — and let every paid order turn itself into a branded invoice.

Read the post
Custom Forms

Form templates for small business: which one to use

Fifteen ready-made form templates, and the honest answer to which one you actually need — from contact and lead capture to job applications and refund requests.

Read the post
Invoicing

Which invoice template should you send?

Fifteen invoice templates, and a straight answer about which one suits your business — whether you bill VAT, run a field service crew, or send the same subscription every month.

Read the post
Invoicing

Get paid on time: invoicing and automatic reminders

Chasing an unpaid invoice is the worst job in a small business. Here's how to set up invoicing in Flowpera so the chasing happens without you.

Read the post
CRM

Stop copy-pasting leads into a spreadsheet

Your booking page and your contact form already know who your leads are. Here's how to make them fill your CRM for you — deduped, sourced and ready to work.

Read the post
Scheduling

Take bookings online without the email back-and-forth

Six emails to find one meeting time is a tax on being available. Here's how to publish a booking page that offers only the times you can actually make.

Read the post
Integrations

Send client emails from your own domain — and why it matters

An invoice from an address your client doesn't recognise looks like a scam. Here's how to send from your verified domain, and how your API key is kept safe.

Read the post
Team

Roles, tasks and discussions: giving your team the right access

A new hire shouldn't see your invoices on day one. Here's how owner, manager and staff roles work in Flowpera — and how tasks and channels keep the work visible.

Read the post

Bring your operations together today

Join Flowpera and run bookings, forms, contacts and your team from one calm workspace.