Get paid
Turn completed work into a clear path to payment
Create invoices from completed work, draft grounded customer copy with governed AI, send branded documents, collect payment, and follow up on balances.
From work to invoice
Completed work becomes a clear bill
Job-derived invoices with line items, deposits already applied, and AI-drafted customer copy you review first.
Get paid
One link to review and pay
Card, bank, and manual payments recorded against the balance — receipts and refunds in the same timeline.
Follow the cash
Aged receivables without a spreadsheet
See what’s owed, what’s overdue, and where revenue is leaking — then act from the same screen.
Capability
What the workflow includes
- Job-derived invoices with human-reviewed AI content drafting
- Card, cash, check, transfer, and other manual payments
- Deposits, installments, refunds, receipts, and reminders
- Aged receivables and revenue-leak reporting
How it moves
One path, four handoffs
- 01
Create
Carry approved and completed work into the invoice.
- 02
Send
Deliver a branded, customer-safe payment link.
- 03
Collect
Record online or offline payment against the balance.
- 04
Reconcile
Keep receipts, refunds, and status in one timeline.
One connected system
It doesn’t work alone
Invoicing & payments shares records with quotes, jobs, expenses and the rest of the platform — one login, one customer record, one operating loop.
Put invoicing & payments inside the same operating loop.
Start with the core workflow today, then add operational depth as your crew grows.