Invoicing and Collecting Payments

Invoices are generated during the technician closeout process when the outcome is "Repair Completed." The technician enters labor cost, parts cost, tax, and any discount to produce the invoice total.

Payment Methods

Tap to Pay — the technician collects on iPhone or Android: the customer taps their contactless card or digital wallet to the device. QR Code — the technician displays a QR code on their device. The customer scans it, reviews the invoice, signs digitally, and pays by card. Email/SMS — the invoice is sent to the customer with a secure payment link. Cash or Check — the technician marks the invoice as paid with the method recorded. Net 30 — the technician bills on terms so the job can be closed without collecting now. The invoice shows a due date 30 calendar days from the issue date, and the customer can pay anytime via the pay link, cash, or check. Net 30 is not available on Guaranteed Jobs.

Invoice Statuses

Invoices start as Draft, move to Sent once delivered to the customer or billed on terms, and become Paid when payment is confirmed. Net 30 invoices stay Sent until paid and show a due date. Aging reports count days past due from that date. When the customer opens the payment link, the job shows Viewed with the date. Shop admins can also manually confirm payment on sent invoices.

Customer Payment Page

Customers who receive a payment link see a branded page where they can review the invoice details, including Net 30 terms and due date when billed on terms, provide a digital signature, and pay securely by card. After payment, they see a confirmation screen.