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Payments & Invoicing

Get paid.
Stay on top of it.

Connect Stripe and card payments are tracked automatically — or use a manual link if you prefer. Generate a branded invoice PDF and email it with a payment link in one click. Send reminders for anything still outstanding.

stripe+ Venmo, Zelle, Cash App, PayPal

Payment Hub

Every job has a payment status.

Card payments through Stripe are tracked automatically. Record method that used, and when it was paid. The progress bar shows settlement at a glance — no digging through notes.

Card, tracked automatically

Connect Stripe once. Every card payment updates the job status the moment it lands — no manual entry, nothing to reconcile.

Or record it yourself

Cash, check, Venmo, Zelle, Cash App — log the amount, method, and date paid. Supports partial payments too.

Set a due date

Assign a payment due date to any job. Outstanding jobs past their due date surface automatically so nothing slips through.

Invoicing

Professional invoice.
Sent in one click.

Generate a branded PDF invoice from the job and email it to your customer automatically. Your logo, your colors, every line item listed cleanly. The PDF attaches to the email so they can save and pay it on their own time.

Your logo and brand colors on every invoice
Auto-numbered invoice IDs — INV-001, INV-002
Full line item breakdown from your quote
Due date shown clearly if set
PDF attached to email for easy saving
Pay Now button included in the email
Invoice-INV-008.pdf
Download
LOGO

Peak Pro Roofing

(631) 555-0182

hello@peakproroofing.com

INVOICE

Invoice #INV-008
DateJune 11, 2026

Bill To

Sarah Johnson

sarah.j@email.com

Description
Qty
Price
Total
Roof inspection & report
1
$250.00
$250.00
Labor — detailed scope
1
$150.00
$150.00
Materials & supplies
1
$50.00
$50.00
Total Due
$450.00

Thank you for your business.

Invoice from Peak Pro Roofing
P

Peak Pro Roofing

Invoice INV-008 — $450.00

Pay securely online

Prefer Venmo, Zelle, or Cash App? That works too.

Hi Sarah,

Please find your invoice INV-008 from Peak Pro Roofing attached below.

Payment Due: June 25, 2026

Questions? Call us at (631) 555-0182

Get Paid Your Way

Card through Stripe.
Or a manual link — your call.

Connect Stripe and every invoice gets a Pay Now button that charges a card directly — the job updates to paid the instant it happens, no follow-up needed. Prefer Venmo, Zelle, Cash App, or PayPal instead? Set a manual link and that shows up on the invoice just the same, you'll just confirm the payment yourself when it comes through.

Stripe: card payments tracked automatically
Manual: Venmo, Zelle, Cash App, PayPal supported
Pay button sits above the invoice in the email
PDF invoice attached for their records
Due date highlighted if set
All emails tracked in your outbox

Payment Reminders

Stop chasing payments
by text.

Any job that is unpaid or partial gets a one-click payment reminder. A professional email goes to the customer with the outstanding balance and your payment link. Rate limited to once every 24 hours so you never over-send.

One click sends a branded reminder email
Shows outstanding balance clearly
Includes payment link for instant pay
Rate limited — max once per 24 hours per job
Sent status tracked in your outbox
Works from the job card or financials page
Payment Reminder
P

Peak Pro Roofing

Friendly payment reminder

Outstanding Balance

$450.00

Invoice INV-008 · Due June 25, 2026

Hi Sarah, this is a friendly reminder that your payment of $450.00 for your recent service is still outstanding.

Reminder sent · tracked in your outbox

Everything in one payment hub.

All payment tools live on the job card. No separate invoicing app. No chasing people by text.

Stripe card payments, tracked automatically
Or record payment amount and method yourself
Payment due date tracking
Branded PDF invoice generation
One-click invoice email
PDF attached to email
Venmo, Zelle, Cash App, PayPal — manual option
Payment reminder emails
Outstanding jobs surfaced automatically

Know exactly who owes you money.

Set up in 2 minutes. Send your first invoice today.

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