Billing
Job Invoicing
Create branded invoices from live job data — price, payments received, tax status, and fee defaults — and save each one as a durable snapshot. Corrections become revisions that supersede the old invoice instead of overwriting it, so what you issued to the customer stays auditable.
- Line items with automatic base amount, sales tax, and statement total math
- Pay-by-check/ACH and pay-by-card amounts shown side by side with fee math
- Requested deposits as a fixed amount or percentage, with a use-balance shortcut
- Statuses from Draft and Issued through Partially Paid, Paid, Superseded, and Void
- Revision drafts that mark the prior invoice Superseded on save
- Discrepancy checks between invoice base, job price, and recorded sales tax
- Sales-tax-exempt toggle and job price sync from the invoice workspace
- Branded PDF export with your logo, colors, payment instructions, and notes
Money In
Accounts Receivable & Deposits
Record every customer payment — check, card, bank transfer, cash, or money order — against its job, batch undeposited payments into bank deposits, and verify whole batches with a manager sign-off. Job customer-paid totals stay synchronized automatically as payments are entered or changed.
- Pending queue shows payments on jobs that still need financial closeout
- Payment entry with type, amount, convenience fee, reference, and collected date
- One-click convenience-fee calculation from your configured card fee percentage
- Duplicate-payment protection per job, amount, and reference
- Deposit batching with shared date and automatically calculated batch totals
- Manager verification stamps who verified each batch and when
- Verified rows lock; deposited rows can't be deleted
- Deposit transfer status tracked per job for downstream accounting
Money Out
Payments & Reconciliation
The accounts-payable workspace creates payee payments, reconciles each payment amount against its job-level detail rows, and keeps completed payments in a searchable archive. Batch-create payments for a pay date, or split one manufacturer invoice across multiple jobs with proportional shipping.
- Payment records with payee, date, amount, reference number, and notes
- Live variance between payment amount and allocated job-detail total
- Batch creation of payments for many payees sharing one pay date
- Shipping split allocates freight across jobs proportionally, to the penny
- Duplicate PO/invoice warnings before double payment happens
- Detail types for commissions, materials, labor, taxes, and management costs
- Completed payments move to a searchable archive, out of the active queue
Commissions
Commission Management
Commission work becomes two visible queues: frontend-eligible jobs (sold, awaiting initial commission) and backend-eligible jobs (paid, awaiting final commission). A built-in calculator suggests amounts from real job data and your configured percentages, and status flags move jobs out of the queues as commissions are readied and paid.
- Frontend and backend commission queues driven by job sold/paid state
- Calculator with retail %, gross profit %, GP split %, and overhead % inputs
- Defaults loaded by job source: self-generated, team-generated, or company-generated
- Balance suggestions that subtract commissions already paid
- One-click copy of any calculated amount into the payment record
- Status flags: Commissions Verified, Initial/Final Ready, Initial/Final Paid
- Expense sync keeps job expense totals aligned with recorded costs
- Details lock automatically once their parent payment is completed
Transparency
Payee Self-Service
My Payments gives every payee — reps, contractors, and authorized organization contacts — a personal payout ledger with earned amounts, paid amounts, deltas, chargebacks, and job-by-job breakdowns. It reads the same records finance manages, and finance gets a matching admin view for answering questions without account switching.
- Career totals for earned, paid, chargebacks, and running balance
- Expandable payments showing every job and detail line behind the payout
- Upfront vs. backend classification on every detail line
- Date, type, and text filters across the full payment history
- Controlled organization-level visibility through party access grants