Invoice, Payments & Accounting for Small Businesses

The Invoice Dashboard for Total Control

Invoices are automatically created when a job is marked complete. Use the Invoice Dashboard to view associated payments, expenses, and notes for each invoice. You can also track when clients view their invoices in real-time, giving you valuable insight for timely follow-ups.

• All invoice details in one place
• See associated payments, expenses, & notes
• Real-time client view log
• One-click next-action suggestions

Send Invoices Multiple Ways

Send invoices to your clients via email, text, or any sharing app installed on your device. This flexibility ensures your invoices are delivered promptly and securely. Our secure, metadata-friendly links offer a discreet URL that maintains a professional image.

• Send via email, text, or both
• Use any installed share app
• Metadata-friendly links
• Secure, nondescript URL links

Track All Payments & Deposits

Easily track deposits and payments for each job to ensure accurate financial reporting. Monitor payments across multiple jobs and visualize the amounts paid versus amounts due with clear bar graphs, making it easy to see outstanding balances at a glance.

• Track payments across multiple jobs
• Easy "paid vs. due" bar graph
• Save payment type and method
• Get outstanding invoice reminders

Flexible Payment Details

You can easily add and edit payment details, including partial, percentage, or full payments. Track multiple payment types with notes for each one. This feature helps you manage your payments effectively and keeps a clear record of all transactions, even uncollectible write-offs.

• Partial, percent, or full payments
• Multiple payment types with notes
• Track uncollectible write-offs
• Amounts paid vs. due bar graph

Request Client Reviews Automatically

After a client pays, you can automatically send a receipt with an optional request for a company review. This feature allows you to maintain professional communication and encourages positive feedback, all while keeping the process simple and efficient.

• Auto-request a company review
• Send via email, text, or both
• Use any installed share app
• Invoice receipt lists payments

Track Job Expenses for Accurate P&L

Track expenses for each job to get a true picture of your profit and loss. This feature lets you monitor expenses across multiple jobs, visualize profit with bar graphs, and see how expenses affect your income reports.

• Track expenses from multiple jobs
• Profit and Loss bar graph
• See expense percentage of job price
• Expenses factored into income report

Flexible Expense Detail Options

Easily add and edit expense details, including hourly, quantity, and fixed expenses. Adjust the date of each expense for accurate bookkeeping. All saved expenses are adjustable, allowing you to keep your records up-to-date and accurate.

• Title and optional description
• Hourly, quantity, & fixed expenses
• Adjust date for proper bookkeeping
• All saved expenses are adjustable

Quick Access to Common Expenses

Save time by quickly adding your frequently used expense items. This feature allows you to add common expenses more efficiently and accurately by eliminating the need to retype basic details. You can easily adjust expense details and save edits for future use.

• Add expenses fast & accurately
• No need to retype basic details
• Easily adjust expense details
• Save edits for future use

More Accounting Features That Simplify Your Life...