Billing & Revenue
Invoices
Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
Where to access
Open Invoices from Billing.
Related
How it works
- Create an invoice from a catalog of items, with taxes and notes.
- Save as draft, send now, schedule for later, or record a payment.
- Share a branded document and a secure online payment link.
- Set up recurring templates for routine monthly billing.
- Optionally enable an automatic balance reminder text after each completed service visit (separate from the service report).
Tips
- Recurring templates plus online payment turn billing from a chore into a background process.
- Multiple payment methods make it easy for customers to pay how they prefer.
- Post-visit balance texts work best with a friendly tone and a client cooldown so weekly routes are not over-messaged.