Invoicing
Recurring + one-off invoices with reminders, late fees, and ACH/card auto-pay. Posts to bookkeeping on send — no double entry.
| Invoice | Customer | Memo | Sent | Amount | Balance | Status |
|---|---|---|---|---|---|---|
| INV-04127 | ACME ROOFING CO. | Monthly retainer · May | May 1 | $2,400.00 | $2,400.00 | Current |
| INV-04128 | OLIVER & SONS HVAC | Project completion | May 2 | $8,750.00 | $0.00 | Autopay |
| INV-04129 | MILLER LANDSCAPING | Quarterly contract Q2 | Apr 18 | $1,820.00 | $1,820.00 | 20 days |
| INV-04130 | RAMIREZ FAMILY DENTAL | Cleaning service | May 4 | $280.00 | $280.00 | Current |
| INV-04131 | GREEN MOUNTAIN INN | Linen + laundry contract | Mar 28 | $4,184.00 | $4,184.00 | 41 days |
| INV-04132 | OAKWOOD ESTATES LLC | Pool maintenance · Apr | Mar 12 | $1,648.00 | $1,648.00 | 60+ |
Open invoices ledger with aging buckets, past-due flags, and an auto-pay enrollment percentage.
Generate invoices from a closed job or as a standalone bill. Recurring schedules for retainers, subscriptions, and service plans. Automated reminders at the cadence you set (typically 3 / 7 / 14 days past due). Late fees applied per your policy. Customer pays from the portal or by emailed payment link. Every send and every payment posts to the GL automatically.
What you can do with invoicing.
One-off and recurring invoices (weekly, monthly, quarterly, annual)
Automated reminders by email + SMS at configurable past-due intervals
Late-fee policy applied automatically (flat, percentage, or compounding)
Customer self-serve autopay enrollment by ACH or card
QuickBooks/Xero export for accountants who want their own ledger
Auto-post to the GL on send and on payment — bookkeeping isn't a second pass
Invoicing — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Can I customize the invoice template to look like my brand? +
02 What about sales tax — does the invoicing handle it? +
03 How do recurring invoices handle plan changes? +
The modules invoicing talks to most.
Card, ACH, tap-to-pay on a phone, plus the front-counter terminal. One place; one reconciliation against the deposit.
Real GL with P&L, balance sheet, cash flow, and bank-feed reconciliation. Accountant-ready exports for the year-end filing.
Self-serve account on your domain — invoices, online pay, booking, messages, signed docs. Ends the "what's the status?" calls.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.