Invoices & payments
Invoices, taking payments, refunds, financing and collections.
- Create and send an invoiceBuild a job's invoice from sold options and pricebook lines, check totals and taxes, and send the customer their pay link.
- Record cash, check and other paymentsLog money you received outside the card processor (cash, check, bank transfer or other) against a job's invoice.
- Take card payments: pay link, card on file and Tap to PayCollect card payments three ways: the customer pays on their link, the office charges a saved card, or the technician takes a tap on their phone.
- The customer's pay page: card, bank payments, tips and receiptsWhat customers see when they open their pay link, how bank (ACH) payments settle, how tips work and where receipts live.
- Save a card on fileAsk a customer to save a card with their consent, see and remove saved cards, and use them for dues and balances.
- Refund a paymentRefund a card or bank payment back through Stripe, or record money you returned by cash or check.
- Recurring billing, card retries, overdue reminders and finance chargesCharge membership dues automatically, retry failed cards, text polite overdue reminders and, if you choose, add finance charges.
- Credit holdsStop new bookings for customers who owe too much, allow a one-off booking anyway, and release the hold.
- Offer financing and track applicationsPartly availableSet up financing plans and monthly prices, start an application for a customer, and record the lender's decision.
- Connect Stripe, get paid out, and open your Stripe dashboardSet up card and bank payments with your own Stripe account, verify your business, add your payout bank and run a test payment.