Invoicing & Payments
Get paid faster
Send invoice. Get paid. Move on. Auto-invoicing, online payments, reminders, and financing -- cash flow on autopilot.
Payments
Invoicing that works while you sleep
From invoice generation to payment collection -- automated, tracked, and reconciled.
Auto-Invoice on Completion
Job marked complete? Invoice generated and sent automatically via SMS and email. No manual entry. No delays between work and billing.
Stripe Payments
Credit card and ACH via one-tap payment links. Homeowner pays from their phone. Processing fees displayed upfront. Funds in your account in 2 days.
ACH Bank Transfer
Lower processing fees for larger invoices. ACH option on every payment link. Ideal for insurance payments and commercial jobs.
Payment Reminders
Automated reminder sequences for unpaid invoices. Day 3, Day 7, Day 14 -- escalating from friendly nudge to urgent notice. Configurable timing.
Financing Options
Offer monthly payments at point of sale via GreenSky and Hearth. Close bigger jobs without price objections. Dealer fee calculation shown to you only.
Aging Report
See every outstanding invoice by age: 0-30, 30-60, 60-90, 90+ days. Spot cash flow problems before they become emergencies.
Partial Payments
Accept deposits, progress payments, and insurance checks against the same invoice. Running balance updates in real time.
Revenue Dashboard
Total invoiced, collected, and outstanding -- updated in real time. Revenue by source, by rep, by month. QuickBooks sync keeps your books accurate.