Invoicing & payments
Send clear invoices, collect payment and manage cards on file.
3 resources
Invoicing & payments resources
Template
8 min read
Field Service Invoice Template
A free, reusable invoice template for service businesses — copy the structure below or download the CSV, then adapt it to your trade and get paid faster.
How-To
6 min read
How to Get Customers to Pay Faster
A practical playbook for field-service owners and managers who want to shrink days-to-pay: invoice on completion, collect on site, offer multiple payment methods, set clear terms, and automate reminders.
Guide
8 min read
Keeping a Customer's Card on File
Storing a customer's card makes collection easy and creates obligations most service businesses have never been told about. What the card networks expect, what to say at the counter, and why a card someone can't cancel turns into a chargeback.