Invoicing & Payments
Work order hits Completed, invoice generates with line items pre-populated, PDF printed or emailed, customer pays online. Five clicks from job done to money in the bank. AR aging tells you who to call before they become a problem.
Completed work order has all the data. Click "Convert to Invoice" and every line item, tax rate, and payment term auto-populates.
Branded with your logo, address, license number. Professional layout that holds up in court and gets paid faster.
Current, 1-30, 31-60, 61-90, 90+ day buckets with totals. Click any bucket to see the invoices. Know your AR risk at a glance.
Record checks, ACH, credit cards, wire transfers, cash. Partial payments supported. Status auto-updates (sent → partial → paid).
Two-way sync with QBO. Customers sync down, invoices and payments sync up. Your bookkeeper keeps their workflow, you keep your operational data.
Monthly or quarterly PM agreements auto-generate invoices on schedule. Set it once, collect forever.
Built from the ground up for generator service operators.
6-month PM agreement triggers an automatic invoice every cycle. Customer pays online via portal. Zero manual touches.
Emergency WO completes, invoice generates, email sent with Pay Now link, customer pays via Stripe, status flips to paid — all before the tech leaves the site.
Monday morning: filter AR aging for 30+ days overdue, export the list, call through it with phone + context on screen. Drop overdue balance by $50k in a morning.
Direct sync is online-only, but you can export invoices as QBO-compatible CSV for QuickBooks Desktop.
Yes. Every invoice has a unique pay link powered by Stripe. Customer clicks, pays, status auto-updates.
Per-customer tax rate or per-invoice override. Supports tax-exempt customers with tax ID tracking.
Yes. Upload your logo, set your address and license number, customize the default terms. PDFs render exactly the same in browser and print.
Start your free 14-day trial — no credit card required. Full Enterprise features included.