Get Paid Faster with Built-In Invoicing, Contracts & Payment Tools —

All inside our CMART-App

Send Branded Invoices,

Collect Secure Payments, and

Automate Client Agreements —

No More Chasing Paperwork

Time is money — and wasting hours on invoices,

follow-ups, and manual contract signing is holding your business back.

With our all-in-one CMART Payments, Invoices & Contracts feature,

you can simplify your billing,

collect payments online, and

automate your client onboarding in one smooth, professional workflow.

From proposal to payment — we’ve got you covered.

What is the

CMART Invoicing AI Feature?


Our CMART Invoicing AI feature combines three core tools your business needs to operate smoothly:

professional invoices,

digital contracts, and local payment gateway integration.

Whether you’re charging once-off service fees,

retainer packages, or offering subscription-based memberships,

our system gives you complete control —

without relying on disconnected third-party apps.

Key Features

Customizable Invoices & Payment Links


Create and send branded invoices in seconds — complete with itemised services, VAT support, and one-click payment options.

Multiple South African Payment Gateways


Accept secure online payments using trusted local gateways like PayFast, PayGate, Yoco, and others — giving your clients confidence and flexibility.

E-Signature Digital Contracts


Send, sign, and store contracts digitally — no printing, scanning, or emailing back and forth.

Automated Reminders & Follow-Ups


Automatically remind clients about unpaid invoices or unsigned contracts — so you spend less time chasing and more time delivering.

Smart Client & Project Records


Keep contracts, invoices, and payment history linked to each contact in your CRM — organised and easy to access.

Recurring Payments & & Retainer Billing


Set up ongoing invoices for repeat clients or membership subscriptions — with automated billing cycles and notifications.

Real-Time Payment Tracking


See which invoices are viewed, paid, pending, or overdue — and take action directly from your dashboard.

Integrate with Accounting Tools

You can integrate with popular Accounting Tools to automate your Invoicing, Statements & Payment Reminders.

Replace all other platforms and tools with

ONE software that does it all - our CMART-App

Payments, Invoices & Contracts

Get paid without hassle in 4 clicks.

Need a secure way to request and receive payments?

Say goodbye to financial headaches and hello to seamless transactions with our CMART Payments & Invoices features. Process payments securely & send professional invoices.

Stay organized, get paid faster, and focus on growing your business hassle-free

Connects with the TOOLS you're already using

Who This is Perfect For

Coaches

Who need to send proposals, sign contracts, and get paid faster

Consultants

Who is charging once-off or retainer-based fees

Small Business Owners

Needing a simple, local-friendly way to manage invoicing and payments

Ready to grow your business?

Benefits Over Manual Billing &

Third-Party Tools

Traditional Billing Methods

CMART Invoicing AI

Manual invoices in Word or Excel

Paper contracts or PDFs

Delayed payments or cash handling

No automation

Scattered records

Professional, branded digital invoices

E-signature enabled contracts

Instant online payment via SA gateways

Auto-reminders for invoices & signatures

CRM-integrated tracking & storage

TESTIMONIALS

What Our Clients Are Saying

"Now everything is automated.."

“I used to spend hours invoicing and following up. Now everything’s automated — from contracts to payments. My cashflow has never been better.”


Zanele D., Virtual Assistant, Johannesburg

"Changed my entire process.."

“Being able to use PayFast and send contracts from the same platform has changed my entire client onboarding process.”


Thabo M., Marketing Consultant, Durban

"Highly recommend this"

"I did not realise what a gamechanger this tool could be, it literally changed the way I create my content..."

Lizzi, Graphic Designer, Cape Town

Make it Easy to Get Paid, Sign Clients, and Run

Your Business Professionally.

From anywhere.

With our CMART Invoicing AI, no more chasing payments.

No more piecing together tools. Just simple, fast, and secure invoicing, contracts, and local payment integration — all in one dashboard.


Get Started with our CMART Invoicing AI Today!

FAQ's

Q: Can I automate both client communications and internal tasks?

Conversations AI and Workflows AI to handle both sides:

Client Communications: Conversations AI manages your Facebook messages, Instagram DMs, SMS, WhatsApp, and emails from one integrated inbox — nurturing and replying to leads 24/7, even when you're away.

Internal Tasks: Workflows AI automates your backend operations — sending appointment reminders, requesting Google reviews, following up with forms, and triggering actions based on client behavior.

Think of it as having AI employees who handle the conversation AND the paperwork.

Q: How does Marketing AI help inside the workflow builder?

Marketing AI integrates directly into your workflows to automate your marketing touchpoints:

Smart Follow-ups: Workflows trigger personalized email/SMS sequences based on where leads are in your pipeline

Behavioral Triggers: Send targeted messages when someone opens an email, clicks a link, or abandons a booking

Content Creation: The Content AI feature generates scroll-stopping copy and visuals for your campaigns — directly usable within your workflows

Lead Nurturing: Automatically move leads through your funnel with timed, relevant communications without manual intervention

The workflow builder essentially becomes your 24/7 marketing department.

Q: Can I customise when and how workflows are triggered?

Yes, full customization.

You control the triggers and logic:

Custom Triggers: Set workflows to fire on specific actions — form submissions, booking confirmations, payment received, tag applied, stage changed in your pipeline

Timing Control: Delay actions by minutes, hours, or days; schedule sequences; set business hours-only execution

Conditional Logic: Branch workflows based on lead behavior, custom fields, or tags — different paths for different scenarios

Multi-channel Actions: Trigger emails, SMS, internal notifications, task assignments, or webhook calls to other tools

The workflow builder gives you point-and-click customization without needing to code.

Will this replace my email marketing or task management tools?

Yes — that's exactly what it's designed for.

The benefit: Instead of paying for 5+ subscriptions and duct-taping them together, you run everything from one dashboard with data that actually talks to each other.

Your email list knows when someone booked a call. Your CRM knows when an invoice was paid. Your workflows know to stop sending marketing emails to someone who just became a client.

That said: If you love a specific tool and it works, CMART integrates with leading software via unlimited business integrations.

You're not forced to migrate everything on day one. Many clients start with one feature (like replacing their booking tool) and gradually consolidate as they see the value.

Tool Category

CRM

Email Marketing

Booking System

Invoicing

Form Builder

Website / Funnel Builder

Course Platform

Review Management

Social Media Scheduler

Accounting Software

Payment Gateway

What it Does

Track leads, manage pipeline

Send campaigns, automation

Calendar scheduling

Send invoices, get paid

Lead capture forms

Landing pages, funnels

Online courses, memberships

Google review management

Post to social platforms

Financial tracking, tax

Process payments

Can CMART do it?

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes - Content AI

Yes - Integrates

Yes - Integrates

+ much more