Invoicing & Payments
Invoice on-site, get paid the same day
Chillead's invoicing & payments is included in every plan starting at $49/month with no per-user fees.
The gap between completing a job and getting paid is where service businesses bleed cash. Your tech finishes at 3pm, drives back to the office, the invoice gets typed up the next morning, emailed that afternoon, and the customer pays in 2-3 weeks - if you're lucky. Chillead closes that gap to zero. Generate professional invoices from job data, send them via SMS while still on-site, and accept credit card payments before you leave the driveway.
What invoicing & payments gives your business
One-Click Invoice Generation
Generate invoices from completed jobs with pre-filled line items, labor rates, material costs, and tax calculations. All job data flows directly into the invoice - no manual data entry.
On-Site Payment Collection
Accept credit card and ACH payments in the field via the technician mobile app. Customers pay before the tech leaves, eliminating 30-60 day payment cycles.
QuickBooks Online Sync
Two-way sync with QuickBooks Online keeps invoices, payments, customer records, and chart of accounts in sync automatically. Your bookkeeper works from clean data without manual reconciliation.
White-Labeled Invoice Templates
Professional invoice templates with your logo, brand colors, payment terms, and company details. Customize line item categories, tax rates, and discount structures to match your business.
Recurring Invoice Automation
Set up recurring invoices for maintenance contracts, subscription services, and retainer agreements. Invoices generate and send automatically at your specified frequency.
Payment Reminders & Collections
Overdue invoices trigger automatic reminder sequences - email at 3 days, SMS at 7 days, phone follow-up task at 14 days. Configurable escalation rules handle collections without your team chasing payments manually.
Get started in four steps
Complete the Job
Your tech marks the job complete in the field app. Time tracked, checklist completed, photos uploaded.
Generate the Invoice
One tap generates an invoice with pre-filled line items from the job - labor hours, materials, trip charges. Adjust anything before sending.
Send & Collect
Send via SMS or email. Customer receives a branded invoice with a one-tap payment link. Credit card and ACH accepted.
Auto-Sync to Accounting
The invoice and payment sync to QuickBooks Online automatically. Your bookkeeper sees clean, reconciled data.
Why Speed-to-Invoice Determines Cash Flow
For every day between job completion and invoice delivery, your chance of collecting full payment drops. Industry data shows that invoices sent the same day as job completion have a 94% collection rate. Invoices sent the next day drop to 89%. After a week, you're below 80%.
The reason is simple: the moment your tech leaves the property, the customer's urgency to pay starts declining. They had a problem, you fixed it, the pain is gone. If the invoice shows up a week later, it feels like an afterthought.
Chillead's on-site invoicing flips this completely. The tech completes the job, taps 'generate invoice' on their phone, and the customer receives a professional invoice via SMS - with a one-tap payment link - before the tech packs up their tools. The customer pays while the quality of your work is still fresh in their mind.
Look Like a $10M Operation From Day One
Your invoice is often the last impression a customer has of your business. A handwritten ticket or a generic PayPal request signals 'small operation.' A professionally designed invoice with your logo, itemized services, warranty information, and a seamless payment link signals 'company I want to work with again.'
Chillead's invoice templates are fully customizable. Upload your logo, set your brand colors, configure payment terms, add warranty disclaimers, and include special instructions. Every invoice looks like it came from a company ten times your size - because the technology shouldn't hold you back.
What the competition cannot match
GoHighLevel has no invoicing capability at all. Jobber and HouseCall Pro have invoicing but no built-in dialer or CRM pipeline. ServiceTitan's invoicing is enterprise-grade but costs $245+/mo. Chillead connects invoicing directly to CRM, dispatch, and the dialer - so your entire revenue pipeline lives in one system starting at $49/mo.
Common questions about Invoicing & Payments
Can technicians create invoices in the field?
Yes. The Chillead field tech app lets technicians generate invoices from completed jobs with pre-filled line items and accept credit card payments on-site. The entire process takes about 30 seconds.
Does Chillead sync with QuickBooks?
Yes. Two-way QuickBooks Online sync keeps invoices, payments, customer records, and chart of accounts automatically in sync. Changes in either system reflect in the other without manual reconciliation.
Can I set up recurring invoices?
Yes. Configure recurring invoices for maintenance contracts, monthly services, or retainer agreements. Set the frequency, and Chillead generates and sends them automatically.
What payment methods are supported?
Credit cards (Visa, Mastercard, Amex, Discover) and ACH bank transfers. Customers pay through a secure payment link sent via SMS or email - no app download required on their end.
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