Invoicing software that is ready when the job is done

Automatically. Marking a job done makes a draft invoice (you can turn this off). A job from an approved quote copies the approved option to the cent, so the invoice always matches what the customer signed.

• Numbers start at INV-1001, or wherever your old system left off.
• Due dates come from the customer's terms: Net 15 for homes and Net 30 for HOAs and businesses by default, or Due on receipt, Net 7, Net 15 or Net 30.
• Statuses are Draft, Sent, Viewed, Partly paid, Paid, Overdue and Void. The list says it plainly: "$4,210 outstanding across 6 invoices, $1,180 overdue."
• Send by email or copy the link. Every view is counted.
• A sent invoice can be edited until a payment is recorded. Voiding needs a reason, and a sent invoice is never deleted.

Use Bill a group. Pick the payer (its properties come along), pick a date range, and choose one invoice with lines grouped under each property, or one invoice per property. You see a preview before anything is made, such as "4 invoices, $2,140 from 9 jobs", with any problem flagged.

Each property can be billed to a parent customer, such as the management company. The parent's billing contact, address, payment terms, PO rule and tax exemption then apply, while visits and history stay on the property. A tax-exempt customer's invoices print "Tax exempt · Certificate …".

Today customers pay the way they already do: cash, check, a card you take elsewhere, or a bank transfer. You record the payment on the invoice, partial payments included, and can email a receipt. Online card and bank payment is not connected yet.

Recording a payment asks for the method (Cash, Check with its number, Card taken elsewhere, Bank transfer or Other) and the date. If a check bounces, the owner removes the payment with a reason and it stays struck through in the history.

Turn on overdue reminders. You choose up to five emails, each a number of days after the due date. The defaults are a friendly reminder on day 3 and a past-due notice on day 10, each with the balance and a link to the invoice.

Reports → Owed shows the rest: what is owed by age (0-30, 31-60, 61-90 and 90+ days), each payer's balance with their average days to pay and when they were last contacted, and what is coming in over the next 7 to 90 days. Every number is net of partial payments.