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Invoicing and Payments

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Doug edited this page Jul 2, 2026 · 3 revisions

Invoicing & Payments

Billing a job, getting paid, and chasing what's overdue.

Invoices

  • Create an invoice from an accepted estimate (Convert to Invoice), from a job, or directly. Line items, tax, and totals mirror the estimate editor.
  • PDF layouts come from the PDF template editor.
  • Each invoice can carry a public share token — a customer can view (and pay) it from a link without logging in. Public links expire after a configurable window (default 90 days).
  • Mobile invoicing — techs can generate and email the invoice from the truck as soon as the job closes (see Technician Mobile App).

Payments

  • Payments records reconcile what came in against invoices.
  • Stripe powers online payment: customers hit Pay now on a shared invoice or in the Customer Portal and pay through Stripe Checkout. The portal also supports saved payment methods and ACH bank payments with micro-deposit verification.
  • Stripe Connect onboarding is available for routing payments to a connected account. Setup and webhooks are covered in Integrations.
  • Payments can sync to QuickBooks — see Integrations.

Reminders, collections & AR

  • Invoice reminders — automated payment reminders for open invoices.
  • Collections — an AR aging / dunning workflow: reminders escalate through stages (friendly → first reminder → second reminder → final notice → collections) over email or SMS, with promised-payment dates and notes tracked per invoice.

Costing & margin

  • Job costing — labor + material cost per job against the quoted margin.
  • Variance report — estimated vs. actual materials used (from van inventory consumption), flagging overages per job (Experimental group).
  • Commissions — rules by role (parts %, labor %, per-review bonus) compute earnings per user/job/month (see Accounting, Payroll & Reports).

See also

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