Invoicing & Payments
One-click invoicing, progress/milestone billing, batch invoicing, auto late-payment reminders, tips, split payments, consumer financing, and 40+ payment gateways worldwide.
Invoice Generation
5 featuresOne-Click Invoicing
Generate an invoice from any completed job with one tap. Line items, tax, and totals auto-populated from the job record.
Batch Invoicing
Invoice multiple jobs at once — perfect for recurring maintenance routes. Process hundreds of invoices in minutes.
Recurring Invoices
Auto-generate invoices for service plans and maintenance contracts on schedule. No manual creation needed.
PDF Invoice Download
Professional, branded PDF invoices that customers can download, print, and file. Your logo, colors, and terms.
Estimate-to-Invoice Conversion
Approved estimates convert to invoices with one click. No rekeying line items or totals.
Progress & Milestone Invoicing
5 featuresMilestone Templates
Pre-built templates: 50/50, 30/40/30, Deposit+Balance, or fully custom milestones. Apply to any large job.
Visual Progress Bar
Customers see a visual progress bar showing which milestones are paid, pending, and upcoming.
"Invoice Next Milestone" Action
One-click advances billing to the next milestone. No manual calculation or new invoice creation needed.
Milestone Payment Tracking
Dashboard view of all active milestone jobs: who's paid, who's due, and who's overdue.
Consumer Financing
Offer payment plans on large jobs. Customers break big bills into monthly installments.
Payment Collection
5 features40+ Payment Gateways
Stripe, Square, PayPal, and 37+ regional gateways worldwide. Accept payments in any currency, any country.
On-Site Card Processing
Techs collect credit card payments in the field. Get paid before leaving the property.
ACH / Bank Transfer
Accept bank transfers for customers who prefer not to use cards. Lower processing fees for you.
Tip Collection
Optional tip screen at payment. Suggested percentages or custom amount. Tips assigned to the tech automatically.
Split Payments
Split a bill across multiple payment methods. Half on card, half by check — whatever the customer needs.
Payment Automation
5 featuresAutomated Late Payment Reminders
SMS and email reminders sent automatically when invoices are overdue. Configurable intervals and escalation.
Card on File Auto-Charging
Store a card on file and auto-charge for service plan renewals, recurring invoices, and approved estimates.
Payment Link Delivery
Send a payment link via SMS or email. Customers pay from their phone with one tap.
Auto-Receipt Generation
Receipts emailed automatically after every payment. Professional branding and transaction details.
Accounting Sync
Payments sync to QuickBooks, Xero, Alegra, or ContaAzul in real time. No double entry, no reconciliation headaches.
Get Paid Before You Leave
On-site payment collection means cash in your account today — not 30 days from now. Tip collection adds 5-15% to tech compensation.
Progress Invoicing for Big Jobs
Don't wait until project completion to get paid. Milestone templates let you bill as work progresses — improving cash flow on large jobs.
Stop Chasing Late Payments
Automated SMS and email reminders follow up on overdue invoices so you don't have to. Escalation rules increase urgency over time.