FEATURES
Invoicing & Payments
Keep invoices, payments, and job billing connected so you always know what is paid and what is outstanding.
✓Create invoices from completed work
✓Track paid and outstanding invoices
✓Monitor payment status
✓Keep billing connected to customers and jobs
✓Manage customer balances
Invoicing & PaymentsFinance
Total outstanding$12,480
INV-2041Paid
INV-2042Pending
INV-2043Paid
WORKFLOW
How it fits together
Completed Job → Invoice → Send Invoice → Payment → Paid
Keep billing connected to your jobs
01
Create Invoices From Completed Work
Turn completed inspection and service work into invoices while keeping the billing information connected to the customer and job.
02
Know What Has Been Paid
See payment status in one place so your team can quickly identify paid, due, and outstanding invoices.
03
Track Outstanding Balances
Keep customer balances visible and reduce the need to manually check different systems to understand what is still owed.
04
Keep Billing With the Job
Connect invoices and payments to the underlying job so your team has a complete history from the work performed through payment.