track what it runs on
Billed from the job. Not typed up twice.
Invoice straight from the completed job (time, parts and sign-off included), and take payment against it.
what it does
What Invoice & Payments does
The gap between a job finishing and an invoice going out is usually a person re-entering information that already exists.
Because time, parts and completion are captured on the work order as the job is done, the invoice is assembled from the record rather than reconstructed from it.
That shortens the gap between doing the work and being paid for it, which is generally the point.
- Invoice raised from the closed work order
- Time and parts already attached
- Sign-off and evidence carried through
- Take payment against the invoice
how it works
Four steps, and none of them are magic.
-
draw
The invoice comes from the closed job
Labour booked, parts fitted, travel where you bill it, and the forms and signature that evidence it, not a re-entry of what someone remembers happening.
-
apply
Contract terms decide what is chargeable
Included work is marked as covered, out-of-scope work is billable, agreed rates and discounts apply automatically.
-
send
It goes out while the job is fresh
Same day where you want it. The gap between finishing work and asking to be paid is usually the largest controllable part of a service business's cash cycle.
-
settle
Payment is recorded against the work
So the job, the invoice and the receipt are the same thread rather than three systems that have to be reconciled by hand.
data and integration
What it reads, what it writes, what it sits beside.
Nothing here is a separate database. Invoice & Payments works off the same work order, customer and asset records as everything else, which is the whole reason the modules are worth running together.
reads
Completed work orders, labour and parts consumption, contract entitlements and rate cards.
writes
Invoices and payment status into your accounting system; settlement back onto the job and Customer 360.
alongside
Your finance system of record and your payment provider: this raises the billable position rather than replacing the ledger.
questions we actually get
Before you ask us on the call.
The common mid-market and enterprise ones. The integration passes invoices and payment status; your ledger stays the system of record.
Yes: progress claims on longer work, and staged billing against milestones.
Supported where you want it, which suits shorter jobs. Longer enterprise work usually settles on account instead.
Both, following the rules for the customer and jurisdiction, applied consistently with whatever the quote said.
elsewhere in the platform