Know what is paid and what is not.
Send a bill, take a payment, and see what is still owed. Keep each payment with the customer and the work.
However they want to pay
Four ways to get paid, all on the same job.
Every payment lands on the right customer and invoice by itself. Customers pay the price they were quoted, with no card surcharge added at the end.
Card at the door
Your tech takes the card on site with a supported card reader, before the truck leaves.
A payment link
Text or email the invoice. They pay from their phone.
Saved card, paid on schedule
Recurring plans bill on their own schedule, separate from service visits.
Cash or check
Record it on the spot. You can offer a cash or check discount on one-time invoices.
Who still owes you
Sent is not the same as paid.
The invoice list shows each balance and due date, so a bill that went out last month doesn’t quietly count as money in the bank.
Tap the highlighted spot, or use Next.Step 1 of 4
A real example
The deposit is already on the bill.
You took a deposit when trapping started. When the job is done, the final invoice shows that deposit already applied, so the homeowner is never charged twice and nobody does the math by hand.
When money goes sideways
Chargebacks and late bills get their own process.
Not a spreadsheet, and not a guess. Disputes are matched to the right payment only when the evidence supports it, and recovered money is counted from real payments.
- Review processor disputes and link them to the correct payment when evidence supports the match.
- Track collection cases, contact activity, promises, plans, and settlement offers.
- Keep credit, write-off, recovered money, and chargeback activity distinct.
Part of Billing & Payments
From finished work to money in the bank.
A completed visit carries its charges into the invoice. Payments flow back to the job, the customer and your reports.
Comes in from
Accepted quotes
An accepted quote becomes an invoice with the same items.
Comes in from
Finished visits
Charges added on site carry into billing.
What happens here
Invoices & Payments
- 1Invoices & payment records
- 2Repeat billing & saved methods
- 3Disputes & collections
Same customer, same job, same record.