Invoicing

Overview

The Invoicing module handles everything from creating a quote to collecting payment. Every invoice is linked to a contact record, so payment history is always part of the customer's timeline.

With built-in Stripe integration, customers can pay online with a credit card as soon as they receive the invoice. No more waiting for checks in the mail or awkward conversations about payment at the job site.

Creating Invoices

Start a new invoice from the invoicing dashboard or directly from a contact's profile. Select the customer, add line items with descriptions and amounts, apply tax rates, and set payment terms (due on receipt, net 15, net 30).

Line items can be pulled from your saved services catalog so you do not have to retype common services every time. Add custom line items for one-off charges or materials.

Invoice Templates

Customize the look of your invoices with your business logo, colors, and a personalized footer message. Templates ensure every invoice looks professional and consistent regardless of who on your team creates it.

You can create multiple templates for different service types. For example, a detailed template for large projects and a simplified one for routine maintenance visits.

Sending Invoices

Deliver invoices through the channel your customer prefers. Both methods include a direct link to the online payment page.

Payment Processing

Local Service Stack integrates with Stripe to process credit and debit card payments securely. When a customer clicks the payment link, they enter their card details on a secure Stripe-hosted page. Funds are deposited to your bank account on your standard Stripe payout schedule.

The invoice status updates automatically from "Sent" to "Paid" when the payment clears. You and your team receive a notification so everyone knows the invoice has been settled.

Recurring Invoices

For customers on maintenance contracts or recurring service plans, set up automatic invoicing. Choose the frequency, the line items, and the system generates and sends the invoice on schedule without any manual work.

Recurring invoices pair well with recurring appointments. Set both up once and the entire cycle from scheduling to billing runs on autopilot.

Late Payment Reminders

Configure automatic reminder sequences for unpaid invoices. Set the number of days after the due date to send the first reminder, the second reminder, and so on. Each reminder includes a direct payment link to make it easy for the customer to pay immediately.

Reminder messages are customizable. Keep the tone friendly for the first reminder and progressively more direct for subsequent follow-ups.

Payment History & Reporting

The invoicing dashboard shows all invoices with their current status: draft, sent, viewed, paid, or overdue. Filter by date range, status, or customer to find what you need quickly.

Revenue reports show total invoiced, total collected, outstanding balances, and average time to payment. Use these numbers to forecast cash flow and identify customers with chronic late payment patterns.