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Invoicing & payments · Built for contractors

Send the invoice.
Get paid — and keep more of it.

Text-to-pay invoices, cards and ACH, deposits and progress billing — plus automatic dual pricing that can offset your card processing fees. Get paid in days, not weeks, and stop chasing checks.

Invoice #1042

Roof replacement

123 Oak Street · Northridge, CA

Sent
Tear-off & disposal$2,450.00
Materials — architectural shingle$5,930.00
Labor & installation$4,100.00
Pay by bank (ACH)$12,480.00
Pay by card$12,730.00

Card price includes a non-cash adjustment · Visa · Mastercard · Amex · Bank transfer

~28 days

the average wait to get paid on a traditional invoice

Within a day

when most invoices are paid after a text or email request goes out

Up to 100%

of card processing fees you can offset with automatic dual pricing

01Collect anywhere

Every way to send a bill and get paid.

On the roof, in the truck, or back at the office — send a request however the customer wants to pay, by card or straight from their bank.

Text-to-pay & email-to-pay

Send a payment request by text or email. The customer taps the link and pays in seconds — no app, no account, no login.

Payment links & QR codes

Drop a link into any message, or put a QR code on a truck, a yard sign, or a printed invoice.

Virtual terminal

Key in a card over the phone from any computer, tablet, or phone — no extra hardware.

Pay from your website

A hosted payment page lets customers pay you 24/7, straight from your site.

Card terminal in the field

Add a countertop or mobile terminal to take chip and tap payments in person, on the job.

Recurring payments & plans

Put a customer on a set schedule and amount — service agreements and payment plans run themselves.

Credit & debit cards

Cards, in person or online

Tap, dip or key a card on the job site, or let customers pay online from the invoice. Visa, Mastercard, American Express accepted.

ACH bank transfer

Bank payments for the big tickets

Collect large job payments directly from a customer's bank account — ideal for deposits and progress payments on five-figure projects where card fees add up.

02Keep more of every job

Offset your card processing fees — automatically.

Automatic dual pricing shows the customer a card price and a lower cash-or-bank price. Customers who pay by card cover the processing cost, so you can offset — even eliminate — the fees that eat into a big-ticket invoice.

  • Card price and cash/ACH price calculated automatically on every invoice and virtual-terminal payment
  • Works online and in person when you add a card terminal
  • Optional surcharging where it's permitted
  • We set it up to follow the pricing-disclosure rules in your state

Remodel deposit · Invoice #H381572

Cash / ACH price

$750.00

No card fee

Card price

$776.25

Includes non-cash adjustment

The customer picks how to pay. Either way, more of the invoice stays with you.

03What's inside

Everything you need to bill a job.

Estimates that become invoices

Send a professional estimate, then turn the approved version into an invoice in one step — no re-typing.

Deposits before you schedule

Collect a down payment to lock in the job and cover materials before your crew rolls out.

Progress & milestone billing

Bill a long project in stages — tear-off, rough-in, completion — so cash keeps coming across the job.

Smart invoicing

Create the invoice and schedule the payment request in one step, so the reminder is already handled.

Automatic reminders

Overdue balances get polite, automatic nudges — you spend less time chasing checks.

Customer payment portal

Customers view their invoices, see what's paid, and clear an open balance any time.

QuickBooks Online sync

Two-way sync keeps your books current and makes reconciliation hassle-free.

Secure & PCI-friendly

Card data is tokenized and handled by the processor, which keeps it secure and reduces your PCI scope.

Connects with QuickBooks Online and major payment gateways — most businesses are set up in about a day, with no coding required.

04How you get paid

Made for how you actually get paid.

From the first estimate to the final payment, billing follows the job — not the other way around.

  1. 01

    Estimate

    Send a clear, itemized quote.

  2. 02

    Deposit

    Collect a down payment to book the job.

  3. 03

    Progress

    Bill in stages as the work moves.

  4. 04

    Final invoice

    Send the balance the day you finish.

  5. 05

    Paid

    Card or bank — funds on the way.

Get paid faster on your next job.

We'll set up invoicing, payments and dual pricing around how your business bills — and show you exactly what it looks like for your trade.