Get Paid Faster — Without Chasing Invoices.

Create and send invoices, set up recurring billing for contracts, offer payment plans, and accept payments online — with everything syncing to your CRM and pipeline automatically.

Be visible where customers search

Capture & schedule every lead

Follow up & nurture every opportunity

Retain, review & reactivate

Track, attribute & improve

One-Click Invoicing

Turn an accepted estimate into a branded invoice in one click — with line items, taxes, terms, and payment options already filled in.

Online Payment Collection

Customers pay by card, ACH bank transfer, or tap-to-pay directly from the invoice — no phone calls, no chasing checks.

Recurring Billing for Contracts

Automatically bill recurring contracts — monthly lawn care, weekly pool service, quarterly maintenance — on the schedule you set, every time.

Payment Plans

Split large jobs into scheduled installments so customers say yes to bigger projects and you get paid on a predictable schedule.

Automated Payment Reminders

The system sends polite, automatic reminders for unpaid and past-due invoices — so you get paid without awkward phone calls.

Deposit & Milestone Billing

Collect a deposit to lock in the job, then bill milestones as work progresses — so you protect cash flow on larger projects.

CRM & Pipeline Sync

Every invoice, payment, and balance updates the contact and pipeline automatically — so your financials and your CRM stay in lockstep.

Payment & Revenue Reporting

See outstanding balances, paid invoices, recurring revenue, and past-due accounts in one view — so you always know where your money is.

How do I create an invoice?

You can turn an accepted estimate into a branded invoice in one click — line items, taxes, terms, and payment options are already filled in. You can also create a standalone invoice from any contact record at any time.

How can customers pay invoices?

Customers pay directly from the invoice by card, ACH bank transfer, or tap-to-pay on a mobile device — no phone calls, no mailing checks. Payments are recorded automatically against the invoice and contact.

Can I bill recurring contracts automatically?

Yes. Set up recurring billing for any contract — a monthly lawn care plan, weekly pool service, quarterly HVAC maintenance — and the system charges the stored payment method automatically on the schedule you define.

Can I offer payment plans for larger jobs?

Yes. You can split a large invoice into scheduled installments so customers can say yes to bigger projects while you get paid on a predictable schedule — with each installment tracked automatically.

Does the system remind customers about unpaid invoices?

Yes. Automatic, polite reminders go out for unpaid and past-due invoices on the schedule you set — so you get paid without making awkward follow-up calls yourself.