How to invoice customers and get paid

Steps

1. Turn completed work into an invoice — When a job is marked complete it can become an invoice automatically, snapshotting the customer's price for that service. You can also create an invoice manually for one-off work whenever you need to.
2. Review the line items and pricing — Open the invoice and confirm the services, quantities, and amounts. Edit line descriptions or add charges as needed before anything goes out the door.
3. Send a branded invoice — Send the customer a branded invoice by email. It carries your company details and a clear breakdown of the work, so customers know exactly what they're paying for.
4. Take online card payments — Customers can pay by card online through a secure payment link, and the payment is recorded against the invoice automatically. Manual payments capture the method and reference number too, so your books stay accurate.
5. Sync to QuickBooks — Push customers, items, and invoices to QuickBooks Online so your accounting stays in lockstep with the field — no double entry between TurfTechAdvisor and your books.
6. Let past-due reminders do the chasing — For overdue balances, the automated past-due ladder sends reminders on a schedule you control and can apply late fees or service holds — so you collect more without manually hounding customers. Monthly statements keep recurring accounts current.