Run the shop
Invoicing, payments and fleet billing
Bill from what actually happened on the job, then collect without a week of phone calls.
Invoices are generated from completed work orders, so labor, parts and authorized lines carry over without re-entry. Retail customers pay by card through Stripe, and fleet accounts can be billed on a consolidated invoice covering many vehicles and work orders, with a statement of account in their portal.
The problem
The gap between finished and paid
Work finishes on Tuesday and gets invoiced on Friday, from a summary someone types by hand. Fleet accounts then dispute a line nobody can trace.
- Manual re-entry between the job record and the invoice.
- Missed parts and labor that never reach the bill.
- Fleet accounts receiving dozens of separate invoices.
- Collections chased by phone with no shared statement.
How it works
Completed work to collected payment
- 01
Generate from the job
The invoice inherits authorized lines, actual labor and consumed parts from the work order.
- 02
Apply account rules
Retail pricing, fleet contract rates, tax handling and PO references are applied per account.
- 03
Deliver and collect
Send by email or SMS with a payment link; card payments are processed through Stripe.
- 04
Consolidate for fleets
Group work orders into a period invoice, with per-vehicle detail and a statement in the fleet portal.
What you get
Capabilities in this area
Consolidated fleet invoices
One bill per period, with vehicle-level detail retained underneath.
Account statements
Open items, payments and balances visible to the account in their portal.
Payment records
Card, cash and account payments recorded against the invoice with receipts.
Accounting handoff
Invoices and payments sync to QuickBooks Online so finance is not re-keying.
By role
What changes for each person
Service advisor
Close out a job without rebuilding it as an invoice.
Finance
Faster collection, cleaner records and a real audit trail to the work performed.
Fleet manager
One invoice and one statement instead of an inbox full of paperwork.
FAQs
Frequently asked questions
Ready to move forward?
See the shop-to-fleet workflow
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