Turn detailed invoices into permanent paid proof.

Send the invoice by text, collect online or in person, keep cash, check, Zelle, ACH, and card activity connected, and preserve the paid document with its client history.

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Invoice and payment workflow combining the client payment experience with current office records — Invoice-to-payment workflow
See the client payment experience and connected office record together before drilling into methods, fees, discounts, and ledger details.

The complete invoice lifecycle

Follow the invoice from delivery and collection to the detailed client document, permanent payment record, and audit history.

5 connected stages

01Send
02Collect
03Policy
04Document
05Prove

01 / Send and track

Know which invoices are waiting and which are paid.

Start from an approved quote or a reviewed call, carry the scope and quoted price into the invoice, and deliver it by SMS or email. Sent and paid records remain distinct from the phone, with discounts, fees, reminders, client views, and message activity attached to the same billing record.

Current generic mobile invoice list showing paid and viewed invoices, totals, tips, fees, discounts, reminders, views, and message counts — A current generic invoice list keeps paid and outstanding work, tips, fees, discounts, reminders, views, and client messages readable at a glance.
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Current generic mobile invoice editor with client information, a price captured from the call, recent call summary, and detailed project scope — The invoice can begin with the quoted-on-call price and reviewed call summary, then retain the complete work scope and service details.
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Current generic mobile invoice pricing controls with base total, discounts, deposits, partial payments, due date, payment terms, and automated reminders — Set the base total, deposits, discounts, due date, payment terms, and reminder schedule without leaving the invoice.

Tap any view to expand it, then use the controls or swipe between the full-screen screens.

Current generic client invoice showing cash, check, Zelle, ACH bank payment, credit and debit cards, Apple Pay, Google Pay, and Affirm buy now pay later with method-specific totals and fees — The client sees the actual total for every enabled method before paying—including cash or Zelle, bank account, card and wallet, and buy now pay later.
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02 / Collect

Keep the balance, collection action, and history together.

The payment page shows the base total, selected services, discount, tip, fee, and final amount before the client commits. Each company can offer the collection methods it supports, while the office keeps payment management and history connected to the invoice.

Remote: Send the invoice by SMS or email. The client can choose card, Apple Pay or Google Pay, bank account, or supported buy-now-pay-later options from the responsive invoice.
In person: Use Tap to Pay on a supported iPhone or Android device, or record an authorized payment while the invoice is open in the field.
Offline: Keep cash, check, and Zelle payments attached to the same invoice and receipt history.

Payment policy

Choose one clear treatment for each document.

A quote or invoice uses one pricing mode at a time: encourage lower-cost payment methods, or disclose supported processing costs. The client sees the choice before paying.

Complete responsive phone quote pricing screen comparing a ten-thousand-dollar base total with cash, Zelle, and ACH discounts — In the complete phone layout, the client-facing base total and every lower-cost payment discount remain visible together.
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Complete responsive phone quote pricing screen comparing a ten-thousand-dollar base total with ACH, card, and financing fees — The alternate phone view keeps the same base total while disclosing the configured ACH, card, and financing costs.

Tap any view to expand it, then use the controls or swipe between the full-screen screens.

Pricing treatment is configured on the quote or invoice. It is not both modes at once.

Discount lower-cost methods

Encourage cash, check, Zelle, or bank payment.

Use the discount-based mode when you prefer to absorb standard card costs and give clients a reason to choose a lower-cost method.

The client sees

The applicable discount and adjusted amount before payment.

The ledger keeps

The original service balance, payment-method adjustment, and collected amount as separate ledger details.

1Cash, check, and Zelle can be recorded by authorized users
2Supported bank payment can show its adjusted total
3Card payment remains available without the cash-method discount

04 / Detailed document

Deliver the complete scope—not just a balance due.

The client-facing invoice preserves the detailed work scope, selected services, job images, dates, property information, and terms in a responsive document. When a client approves a quote, that same scope can become the invoice instead of being recreated as a separate billing document.

Current generic client-facing invoice showing the project title and detailed remediation scope on a mobile phone — The responsive client invoice preserves the detailed scope, services, dates, and property context instead of reducing the request to a balance due.
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05 / Proof

Preserve what was paid and the visit that paid it.

Keep the permanent paid document beside the client engagement history instead of relying on a status badge alone.

Current generic invoice payment history showing paid in full status, amount, successful cash payment, date, note, details, and receipt action — Payment management keeps the base total, amount paid, status, method, date, note, detail controls, and receipt action in one audit trail.
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Current generic client invoice with payment received, payment date, payment method, amount paid, and paid in full summary — The client-facing invoice retains an unmistakable paid record with the method, date, amount, and paid-in-full summary.

Tap any view to expand it, then use the controls or swipe between the full-screen screens.

What stays recorded

Permanent paid document snapshot
Payment method, date, and amount received
Client view and payment history
Location, provider, browser, and device context when available

See your workflow, connected.

Bring the way you work today. We’ll show you what connects, what can be automated, and where the platform removes duplicate work.

0130-minute personalized walkthrough

02See pricing for your team size

03No obligations or pressure

1 — About you2 — Your focus