🧾 Invoices & Payments

Getting paid is the most important part of your business. CrewOpsPro streamlines this process by turning completed jobs into professional invoices instantly and allowing clients to pay online securely via Stripe.

There are two primary ways to create an invoice in the system.

Method A: Converting from a Completed Job (Recommended)

This is the most efficient workflow as it prevents data entry errors.

2. Click the "Generate Invoice" button.

3. Review: The system pulls all line items, labor, and materials from the job record.

4. Edit: You can add last-minute items or adjust pricing if necessary.

5. Save: The invoice is created and linked to the client and the original job.

Method B: Manual Creation

2. Click "New Invoice".

3. Select the Client and Property.

4. Add Line Items: Pull services from your Price Book or add custom items manually.

5. Set Due Date: Choose "Upon Receipt," "Net 15," or "Net 30."

Once your invoice is ready, you can deliver it via the client's preferred method.

  Note: The system uses variables like {{client_name}} and {{balance_due}} to personalize the message automatically.

• Customer Portal: The invoice automatically appears in the client's portal dashboard. They can view, download, and pay it at their convenience.

How it Works for Clients:

2. They are taken to a secure, Stripe-hosted checkout page.

3. They enter their card details or use one-click Apple/Google Pay.

4. Instant Receipt: They receive an automatic email receipt.

5. Auto-Reconciliation: The invoice status in your dashboard updates to "Paid" instantly, and the balance due drops to $0.00.

To enable this feature, ensure you have connected your Stripe account in Settings → Integrations.

Technicians can finalize billing before they even leave the driveway.

2. Tap "Create Invoice".

3. Collect Payment:

• Card: Enter card details directly into the app (if enabled).    
• Cash/Check: If the client pays by check, the technician can record the payment manually (see below).

If a client pays via check or cash, you must record it to update their balance.

2. Click "Record Payment".

3. Method: Select "Check," "Cash," or "Transfer."

4. Reference: Enter the Check Number or reference ID.

5. Amount: Enter the amount paid (allows for partial payments).

6. Save: The invoice balance updates accordingly.

• Mapping: Your line items map to your QuickBooks Chart of Accounts, ensuring your financial reporting remains accurate,.

• Automated Reminders: You can configure the system to send "Past Due" emails automatically if an invoice remains unpaid after X days.