Invoices and payments

Set up online payments and invoice defaults

Connect Stripe so customers can pay by card or bank, and set your sales tax, due dates and invoice terms.

Create and send an invoice

Build an invoice from your pricebook, save it as a draft or send it with a pay link by text and email.

Invoice a job or an approved estimate

Bill a finished job, or turn an approved estimate into the final invoice with any deposit already credited.

Collect a deposit

Require a deposit on an estimate, collect it when the customer approves, and have it credited on the final invoice.

Bill a project in progress

Invoice a project by percent complete, with approved change orders, deposit credits and retainage handled for you.

Collect a payment

Take card, card-on-file, card reader, bank, cash or check payments on an invoice, including partial payments.

Get paid with pay links

What a pay link is, what your customer sees when they open it, and how to share one.

Use the customer portal

Give customers one link to see their balance, pay invoices, review estimates, check appointments and manage their membership.

Refund a payment or void an invoice

Give money back in full or in part, or cancel an invoice that shouldn't be paid.

Follow up on unpaid invoices

Find past-due invoices, resend pay links, and work your collections list.

Take payments with a card reader

Register a Stripe card reader and use it to take tap, chip or swipe payments in person.

Get paid out

See your available balance, send money to your bank, and choose standard or instant payouts.

Expense cards and capital

Issue spending cards to your team, code purchases to jobs, and review capital offers based on your card sales.

Invoicing and payment workflows by trade

How service, project and route businesses typically bill and get paid in Homeforce.