Invoice & Payment Automation
Get Paid On Time.
Same-day invoicing with automated payment reminders and escalation that keeps cash flowing without the awkward chase.
The Problem
Your crew finishes a job on Friday. The invoice goes out the following Wednesday — if someone remembers. The client pays net-30, which means you’re waiting 5 weeks to get paid for work you completed a month ago.
Meanwhile, change orders that happened on-site (“while you’re here, can you also…”) never make it onto the invoice. That’s revenue you earned and never collected.
And when invoices are overdue, chasing payment is uncomfortable. So you put it off, and the receivables pile up.
What the Agent Does
Your invoicing agent monitors job completion and automatically generates an invoice from the approved quote plus any logged change orders. It sends the invoice the same day the work is done — not next week.
It tracks payment status and sends professional follow-up reminders on a schedule you define. The tone escalates gradually — friendly nudge at day 3, direct reminder at day 7, escalation to you at day 14.
For project-based work, the agent handles milestone billing — triggering deposit invoices on contract signing, progress payments at agreed checkpoints, and final invoices on delivery.
What You Get
- Same-day invoicing triggered automatically on job completion
- Change order capture so nothing goes unbilled
- Milestone billing for deposits and progress payments
- Automated payment follow-up with escalating reminders
- Dispute routing with full context for quick resolution
- Cash flow visibility — see what’s outstanding, what’s overdue, and what’s coming in
Frequently Asked Questions
Does it work with QuickBooks?
Yes. The agent integrates with QuickBooks Online, FreshBooks, Wave, and most major accounting platforms. Invoices are created in your existing system — not a separate tool.
What about change orders that happen on the job?
The agent can capture change orders via text, email, or a simple form. They're logged against the original quote and included in the final invoice automatically — no more unbilled extras.
How aggressive are the payment reminders?
You set the tone and cadence. Most clients start with a friendly reminder at day 3, a firmer follow-up at day 7, and escalation to you at day 14. Every message is professional and customizable.
Can it handle deposits and progress payments?
Yes. The agent can trigger invoices at milestones you define — deposit on contract signing, progress payment at midpoint, final on completion.
What if a client disputes an invoice?
The agent flags the dispute and routes it to you with full context — the original quote, any change orders, and the communication history. You handle the relationship; the agent handles the data.
Your Operations. Forged.
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