Invoices when the job is done
Marking a job complete creates the invoice from the job details, with no retyping.
Home / Invoicing & Payment Collection Automation
Lead-to-Cash stage 5: Collect
Invoicing & payment collection for small businesses
Get paid faster, with less chasing. Completed work triggers the invoice and a payment link, reminders run on their own, and payments sync to your accounting.
Where cash gets stuck
The work is done, but the money isn't in the bank yet. These are the usual delays.
Invoices go out late
Billing waits until someone has time at the end of the day or the end of the week.
Chasing payments
Someone spends hours calling and emailing customers about open balances.
Double entry
Payments get typed into the CRM and the accounting software by hand, and mistakes creep in.
No clear picture
It's hard to see who owes what, and how long it's been outstanding.
What gets automated
Set up around your billing terms, your payment options and the accounting software you already use.
Pay-by-link
Customers get a secure payment link by text and email and can pay by card or bank transfer through your processor.
Automatic reminders
Polite reminders before and after the due date, written in your voice, that stop as soon as payment arrives.
Deposits and progress billing
Deposits, milestone payments and recurring service plans billed on schedule.
Accounting sync
Payments are matched to invoices and recorded in your accounting software automatically.
Receivables at a glance
A simple weekly summary of open invoices and how long they've been outstanding.
How it works
From finished work to money in the bank, without anyone chasing it.
Step 1
The job is marked complete
In your CRM or field app, by your team.
Step 2
The invoice is created
From the job details, with your terms and branding.
Step 3
It's sent with a payment link
By email and text, so customers can pay in seconds.
Step 4
Reminders run until it's paid
On the schedule you choose, then they stop.
Step 5
The payment is recorded
Matched and synced to your accounting software.
You stay in control
- Your terms, your tone. You choose due dates, how many reminders go out and exactly what they say.
- Exceptions go to a person. Disputes, payment plans and special cases are routed to your team instead of automated.
- Review if you want to. Approve invoices before they're sent, or let routine ones go automatically.
- Payment details stay with your processor. Customers pay through your processor's secure checkout. Card and bank details never pass through us.
- Your accounts, your data. Built on accounts in your name and documented, so you're never locked in.
Works with what you already use
- Your CRM or field-service app
- Accounting software
- Payment processor
- Email & text messaging
- Calendar & scheduling
A good fit for
Home services and trades, professional services, medical and dental offices, real estate, and other local businesses that depend on inbound calls and quote requests.
Getting started
Most clients start with invoicing and reminders for one service line, then add deposits, progress billing and accounting sync. See how engagements work.
Will automatic reminders annoy my customers?
Reminders are friendly, spaced out and written in your voice. You choose how many go out, and they stop the moment a payment comes in.
Do you handle or store customer payment details?
No. Customers pay through your own payment processor's secure checkout. We connect the workflow, and card and bank details never pass through us.
Do I need new accounting or payment software?
Usually not. We connect to the accounting software and payment processor you already use. If something is missing, we recommend an option that fits your size and budget.
What does it cost?
After the free consultation, you get a fixed price for the pilot. Any ongoing software or processing fees are billed by those providers to accounts in your name, and we estimate them for you up front, so there are no surprises.
How quickly can it be running?
A pilot on one service line typically runs within a few weeks. It runs side by side with your current process before it goes live with customers.
Automate the whole Lead-to-Cash lifecycle
Each service works on its own, and they're designed to hand off to each other. See the full lifecycle.
Get paid faster, without the chasing
In a free, no-obligation consultation, we'll look at how you bill and collect today and show you what could be automated first.
Or call (636) 329-4961