Sell, sign & collect
Bill the job. Request deposits and balances. Track status.
Online collection needs a connected processor
Invoices and payment requests tied to the project, so collection state never drifts from the work. Online collection uses a connected payment processor.
What you can do
Money that stays on the record
Line-item invoices
Tie billing to a project, job, or visit with terms, due dates, reminders, and payment state.
Deposits and balances
Request a deposit before work starts and the balance when it's done, each tracked to the job.
Connected checkout
With a connected processor, send a secure checkout link and reconcile status back onto the project.
