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 Finance and choose the invoice from To Bill or Invoices. Confirm services, quantities, prices, service dates, terms, and descriptions. You can edit line text, add charges, attach files, and use the review step before sending.
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 — Connect QuickBooks from Settings → Accounting, then push customers, items, and invoices from TurfTechAdvisor. Review saved account and product/category mappings before syncing. Payment, refund, tip, and processor-fee details can follow the invoice into QuickBooks; see the dedicated QuickBooks guide for reconnects and safe retries.
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.

Related guides

• Use Finance & Billing

  Find every billable visit in one place, review it, and move it through draft, sent, and paid.

• Connect QuickBooks Online

  Connect your books once, map the right accounts, and sync invoices and payments without duplicates.

• Accept online payments

  One-time setup — connect Stripe so every invoice you send gets an automatic Pay Now link.