Invoicing and payments
Get paid faster, automatically. Invoices created from finished work, sent instantly, and followed up automatically until paid.
What it does
- Typical time saved
- 3–8 hours a week
- Time to launch
- 1–2 weeks
- Available on
- Every plan
Fast, friendly billing gets you paid sooner. We connect job completion to invoice creation, send invoices with a pay-now link, and run a reminder sequence that escalates politely. Paid invoices reconcile in your accounting software automatically.
What’s included
- Invoices created from completed jobs or milestones
- Pay-now links by card or bank transfer
- Reminder sequence before and after due date
- Automatic reconciliation in your books
- Weekly aging summary
Works with
If you already use it, we connect to it.
- QuickBooks Online
- Xero
- Stripe
- Square
- FreshBooks
What it won’t do
We never move money. Payments go through your processor, and write-offs or disputes stay with you.
Industries we work with
- Dental practices
- Law firms
- Real estate agents and teams
- HVAC companies
- Plumbing companies
- Roofing contractors
- Med spas
- Gyms and fitness studios
- Accounting and bookkeeping firms
- Insurance agencies
- Restaurants
- Auto repair shops
- Hair and beauty salons
- Property management companies
- Chiropractic clinics
- Veterinary clinics
- E-commerce brands
- Marketing agencies
- General contractors and remodelers
- Cleaning services
Related playbooks
Paid on autopilot
Invoices go out the moment work is done, with friendly automatic follow-up until they’re paid.
Questions
Will reminders hurt customer relationships?
The sequence is friendly, spaced out, and stops the moment the invoice is paid. You approve every message.
Do you need access to our bank?
No. We work with your accounting software and payment processor, never your bank login.
Can it handle deposits and milestones?
Yes. Invoices can trigger on signed proposals, project milestones or job completion.
Other services
Super Intelligence (SI) chatbots
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.