Invoicing & Payments
Move completed work into an auditable invoice.
Authorized staff can prepare an invoice from completed work, review the carried line items and terms, generate a branded PDF, send a payment link, record payment, and monitor AR aging.
Key features
Review an invoice from completed work
Open Review Invoice from the work order. The draft uses billable line items and the customer billing profile; review the scope, taxes, and terms before approving the invoice.
Print-ready PDF
Branded with your configured logo, address, license number, line items, totals, and terms for customer review.
AR aging report
Current, 1-30, 31-60, 61-90, 90+ day buckets with totals. Know your AR risk at a glance.
Payment recording
Record checks, ACH, credit cards, wire transfers, cash. Partial payments supported. Status auto-updates (sent → partial → paid).
QuickBooks sync
After connecting QuickBooks Online, authorized staff can push customers and invoices or pull payment records. Staff initiate each sync and review the result with the bookkeeper.
Invoice revision control
A sent invoice is not silently rewritten. Authorized revisions create a new linked version and preserve the prior record.
What it gets you
- Keep completed-work line items available during invoice preparation
- Review each invoice before the human invoicing gate is fired
- AR aging lets you prioritize collection calls
- Sync invoices and payments with QuickBooks Online without CSV exports
- Preserve prior sent versions when an invoice must be revised
- Customer payment portal lets them pay online (Stripe)
Example workflows
Review these steps against the job you want to run during your demo.
Invoice revision
If a sent invoice needs correction, authorized staff create a linked revision instead of overwriting the customer-facing record.
Emergency repair invoice
After the work is completed, authorized staff review the carried scope and line items, fire the invoicing gate, and send the customer a payment option.
Overdue collection review
Filter AR aging for overdue invoices and review the balance, customer, and invoice context before collection follow-up.
Questions before your first job
Does it work with QuickBooks Desktop?
No — the integration is QuickBooks Online only. If you run Desktop, tell us; it helps us prioritize.
Can customers pay invoices online?
Supported invoices can use a Stripe payment link once billing and payment delivery are configured. Confirm the payment result before treating the balance as paid.
How does tax handling work?
Per-customer tax rate or per-invoice override. Supports tax-exempt customers with tax ID tracking.
Can I customize the invoice PDF?
Yes. Set your company logo, address, license number, and default terms. Review the generated document and print preview; printer settings can change the output.
See the workflow and the company plan.
One flat company plan with every available module, unlimited office and field accounts, and guided onboarding included. We share the price on your demo or when a person reviews your access request. Your 14-day trial starts after access approval. No card required.